Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BCS Wealth Management (CIK 1798172) reported $489.9M across 248 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($48.5M, 9.89%), SCHX ($17.4M, 3.55%), SCHF ($16.5M, 3.37%), PG ($13.8M, 2.82%), AGG ($13.1M, 2.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $48.5M | 9.89% | 81,087 | Trimmed |
| 2 | SCHX | SCHWAB STRATEGIC TR | $17.4M | 3.55% | 678,434 | Trimmed |
| 3 | SCHF | SCHWAB STRATEGIC TR | $16.5M | 3.37% | 666,281 | Trimmed |
| 4 | PG | PROCTER & GAMBLE CO | $13.8M | 2.82% | 95,712 | Trimmed |
| 5 | AGG | ISHARES TR | $13.1M | 2.67% | 131,879 | Trimmed |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $11.7M | 2.38% | 147,074 | Trimmed |
| 7 | SPYG | SPDR SERIES TRUST | $11.6M | 2.37% | 118,612 | Trimmed |
| 8 | SPYV | SPDR SERIES TRUST | $11.2M | 2.28% | 197,332 | Trimmed |
| 9 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $10.4M | 2.12% | 532,800 | Trimmed |
| 10 | BSCX | INVESCO EXCH TRD SLF IDX FD | $9.2M | 1.87% | 432,811 | Trimmed |
| 11 | VYMI | VANGUARD WHITEHALL FDS | $8.6M | 1.75% | 90,796 | Trimmed |
| 12 | BSCR | INVESCO EXCH TRD SLF IDX FD | $7.7M | 1.57% | 390,815 | Trimmed |
| 13 | FNDX | SCHWAB STRATEGIC TR | $7.5M | 1.53% | 269,852 | Trimmed |
| 14 | BOND | PIMCO ETF TR | $7.1M | 1.45% | 76,934 | Trimmed |
| 15 | BSCY | INVESCO EXCH TRD SLF IDX FD | $7.0M | 1.43% | 339,077 | Trimmed |
| 16 | SCHD | SCHWAB STRATEGIC TR | $6.9M | 1.40% | 223,963 | Trimmed |
| 17 | BSCS | INVESCO EXCH TRD SLF IDX FD | $6.8M | 1.39% | 333,416 | Trimmed |
| 18 | SPDW | SPDR INDEX SHS FDS | $6.1M | 1.25% | 134,139 | Trimmed |
| 19 | VTV | VANGUARD INDEX FDS | $5.9M | 1.21% | 30,284 | Trimmed |
| 20 | BSMY | INVESCO EXCH TRD SLF IDX FD | $5.6M | 1.15% | 231,468 | Trimmed |
| 21 | VUG | VANGUARD INDEX FDS | $5.5M | 1.12% | 12,582 | Trimmed |
| 22 | BSCT | INVESCO EXCH TRD SLF IDX FD | $5.3M | 1.08% | 284,033 | Trimmed |
| 23 | RGLD | ROYAL GOLD INC | $5.3M | 1.07% | 20,679 | Trimmed |
| 24 | SCHA | SCHWAB STRATEGIC TR | $5.0M | 1.03% | 173,257 | Trimmed |
| 25 | BSCW | INVESCO EXCH TRD SLF IDX FD | $5.1M | 1.03% | 245,987 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31