StockDriftsStockDriftsTop 50 BCS Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.36% | 83.7K | $57.5M | +3.27%(+2.65K) | $541.20(+31.68%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.6% | 679.1K | $20.0M | +0.10%(+658) | $20.70(+47.42%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.25% | 650.4K | $18.0M | -2.38%(-15.88K) | $21.19(+35.26%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.54% | 142.2K | $14.1M | +7.83%(+10.32K) | $99.97(-2.57%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 2.53% | 95.7K | $14.0M | +0.00%(+0) | $149.23(-4.02%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 2.52% | 117.7K | $14.0M | -0.80%(-947) | $84.68(+45.11%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.25% | 157.8K | $12.5M | +7.31%(+10.75K) | $79.51(-1.10%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.21% | 202.1K | $12.3M | +2.44%(+4.81K) | $49.99(+26.84%) | 2026-06-30 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 1.86% | 529.6K | $10.3M | -0.59%(-3.17K) | $19.30(+1.33%) | 2026-06-30 | |
| BSCX | INVESCO EXCH TRD SLF IDX FD | 1.7% | 449.2K | $9.5M | +3.79%(+16.40K) | $21.21(-1.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.44% | +34.69% | +4.89% | +26.97% |
| Top 20 Holdings Unweighted | +9.72% | +32.08% | +4.87% | +26.81% |
BCS Wealth Management reports $555.10M in US-listed equity holdings across 270 positions in its most recent 13F filing. Its largest disclosed positions are VOO (10.4%), SCHX (3.6%) and SCHF (3.3%). The top 20 holdings account for 46.44% of reported assets. Its disclosed equity book has returned +34.69% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BCS Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1798172). View BCS Wealth Management’s 13F filings on SEC