BCS Wealth Management
•CIK: 1798172•Filing: Q4 2025
**BCS Wealth Management** manages $990M across a diversified portfolio of 352 positions. The strategy shows a significant allocation to core market indices, notably VOO at $95.2M and SCHX at $36.2M. Further concentration is observed in sector-specific and factor-tilted ETFs, including SCHF ($31.5M) and PG ($27.6M). The top holdings reflect a systematic approach targeting broad market exposure alongside targeted factor premiums.
Total AUM
$990.2M
QoQ Performance
+123.1%
Positions
176
Top 10 Concentration
34.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VOO9.6%
SCHX3.7%
SCHF3.2%
PG2.8%
AGG2.5%
SPYG2.4%
VCSH2.3%
BSCQ2.2%
📈 Biggest Buys
📉 Biggest Sells
LLY
ELI LILLY & CO
-15.3%
0.4% of portfolio
Sector Breakdown
Other78.9%
ETF11.2%
Technology3.8%
Consumer1.5%
Healthcare1.3%
Industrial0.9%
Financial0.9%
Utilities0.5%
🚪 Exited Positionssold since Q3 2025
+53 more exited positions
Changes from Q3 2025
NEW12 new positions
↑187 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023