BCS Wealth Management
BCS Wealth Management reported 270 positions worth $555.1M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: VOO (10.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $57.5M | 10.36% | 83,736 | — | — | |
| ▸ 2 | SCHX | SH | $20.0M | 3.60% | 679,092 | — | — | |
| ▸ 3 | SCHF | SH | $18.0M | 3.25% | 650,399 | — | — | |
| ▸ 4 | AGG | SH | $14.1M | 2.54% | 142,203 | — | — | |
| ▸ 5 | PG | SH | $14.0M | 2.53% | 95,712 | — | — | |
| ▸ 6 | SPYG | SH | $14.0M | 2.52% | 117,665 | — | — | |
| ▸ 7 | VCSH | SH | $12.5M | 2.25% | 157,822 | — | — | |
| ▸ 8 | SPYV | SH | $12.3M | 2.21% | 202,146 | — | — | |
| ▸ 9 | BSCQ | SH | $10.3M | 1.86% | 529,635 | — | — | |
| ▸ 10 | BSCX | SH | $9.5M | 1.70% | 449,212 | — | — |
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Frequently Asked Questions
What stocks does BCS Wealth Management hold as of Q2 2026?
BCS Wealth Management reported 270 positions worth $555.1M in its Q2 2026 13F filing. Largest positions: VOO (10.4%), SCHX (3.6%), SCHF (3.2%), AGG (2.5%) and PG (2.5%).
What did BCS Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BCS Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.