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CIK: 0001798172
Total reported value
$555.1M
$555.1M
352 檔
38.8%
During the Q4 2025 filing period, BCS Wealth Management (CIK: 0001798172) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $555.1M across 352 reported positions.
In Q4 2025, BCS Wealth Management displayed an active expansion posture, initiating 5 new positions and adding to 44 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 352 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.62% | +0.47% | +117.73% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.65% | +0.05% | +99.66% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.19% | -0.12% | +100.85% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.79% | -0.29% | +1765.37% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.49% | -0.13% | +125.25% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.38% | +0.15% | +103.03% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.32% | -0.13% | +127.99% | |
| 8 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.17% | -0.26% | +95.00% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.08% | -0.07% | +105.17% | |
| 10 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 1.89% | -0.17% | +102.12% | |
| 11 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.60% | -0.12% | +109.69% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.47% | -0.08% | +106.08% | |
| 13 | BSCY | Invesco Bulletshares 2034 Cb | ETF-Other | 1.41% | -0.14% | +124.10% | |
| 14 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.38% | -0.10% | +119.86% | |
| 15 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.29% | +0.04% | +163.39% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.28% | -0.16% | +61.04% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.26% | -0.02% | +128.82% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.22% | +0.02% | +100.43% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.17% | — | +101.32% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.13% | -0.03% | +98.36% | |
| 21 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.05% | -0.11% | +116.78% | |
| 22 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.04% | -0.10% | +110.14% | |
| 23 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.04% | -0.05% | +118.06% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.03% | +0.05% | +84.28% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.03% | — | +106.22% | |
| 26 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.98% | -0.10% | +75.80% | |
| 27 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.95% | -0.01% | +113.53% | |
| 28 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.94% | -0.13% | +101.94% | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.94% | -0.05% | +109.67% | |
| 30 | RGLD | Royal Gold Inc | Stock-Materials | 0.93% | -0.33% | +89.32% | |
| 31 | BSMY | Invesco Bulletshares 2034 Mb | ETF-Other | 0.91% | -0.11% | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.84% | +0.08% | +98.39% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.01% | +100.89% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.04% | +176.59% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.09% | +84.24% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.71% | +0.03% | +91.21% | |
| 37 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.70% | +0.11% | +130.60% | |
| 38 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.64% | +0.25% | +256.93% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.61% | +0.06% | +102.13% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | +0.08% | +98.93% | |
| 41 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.59% | -0.08% | +83.84% | |
| 42 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.59% | +0.04% | +107.92% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.58% | -0.06% | +84.54% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.58% | -0.06% | +80.85% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.54% | -0.01% | +85.96% | |
| 46 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.52% | -0.03% | +99.66% | |
| 47 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.50% | -0.03% | +87.87% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.04% | +87.97% | |
| 49 | BSCZ | Invesco Bulletshares 2035 Cb | ETF-Other | 0.49% | -0.01% | — | |
| 50 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.46% | -0.02% | +113.31% |
According to official SEC Form 13F filings, BCS Wealth Management reported a total U.S. public equity portfolio value of $555.1M across 352 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHX, SCHF) accounted for 38.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
BSMY
市值: $9.0M
Top Position Liquidated / Trimmed
BSCP
前期市值: $10.7M
During Q4 2025, BCS Wealth Management's top holdings by market value included VOO (9.6%)、SCHX (3.6%)、SCHF (3.2%). The largest single position, VOO, represented 9.6% of total portfolio value.
In Q4 2025, BCS Wealth Management made 50 total portfolio adjustments, initiating 5 new buys, adding to 44 positions, trimming 0 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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