BCS Wealth Management: 13F holdings
CIK 17981722026Q2
| Positions | 270 |
|---|
| Reported value | $555.1m |
|---|
| Filed | 2026-07-16 |
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Change since last quarter
| Positions | 270 (+22 vs prior quarter) |
|---|
| Reported value | $555.1m (+13.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 83,736 | $57.5m | 10.4% |
| SCHX SCHWAB STRATEGIC TR | 679,092 | $20.0m | 3.6% |
| SCHF SCHWAB STRATEGIC TR | 650,399 | $18.0m | 3.2% |
| AGG ISHARES TR | 142,203 | $14.1m | 2.5% |
| PG PROCTER & GAMBLE CO | 95,712 | $14.0m | 2.5% |
| SPYG SPDR SERIES TRUST | 117,665 | $14.0m | 2.5% |
| VCSH VANGUARD SCOTTSDALE FDS | 157,822 | $12.5m | 2.2% |
| SPYV SPDR SERIES TRUST | 202,146 | $12.3m | 2.2% |
| BSCQ INVESCO EXCH TRD SLF IDX FD | 529,635 | $10.3m | 1.9% |
| BSCX INVESCO EXCH TRD SLF IDX FD | 449,212 | $9.5m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1798172")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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