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BCS Wealth Management
BCS Wealth Management provides investment management, estate planning, trust and estate administration, tax planning, accounting services, and more. They focus on strategic planning tailored to individual client needs.
Investment Strategy
Long-term investment strategies aligned with client goals
Latest 13F Filing Activity
BCS Wealth Management filed their most recent 13F report on Sep 30, 2025 disclosing 246 equity positions with a total 13F market value of $444M. The fund increased holdings in Vanguard Index FDS, Ishares TR, SPDR Series Trust among other positions. BCS Wealth Management reduced exposure to Procter and Gamble Co., Kimberly-clark Corp., Schwab Strategic TR among others.
Top Holdings
Equity Positions (246)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 9.62% | $42.7M | 69,727 | $544.01 | $612.38 | +$4.7M |
S SCHX | SCHWAB STRATEGIC TR | 4.00% | $17.7M | 673,536 | $23.38 | $26.34 | -$1.8M |
S SCHF | SCHWAB STRATEGIC TR | 3.43% | $15.2M | 653,168 | $19.42 | $23.28 | +$1.0M |
S SPYG | SPDR SERIES TRUST | 2.56% | $11.4M | 108,638 | $63.51 | $104.51 | +$1.1M |
B BSCQ | INVESCO EXCH TRD SLF IDX FD | 2.48% | $11.0M | 563,068 | $19.16 | $19.56 | -$550.4K |
Industry Allocation
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