Bcs Wealth Management Portfolio Holdings

Bcs Wealth Management

  • $409 Million
  • Q3 2025

Bcs Wealth Management has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $409 Million distributed in 246 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $42.7M, Schwab Strategic Tr Us Large C with a value of $17.7M, Schwab Strategic Tr Intl Eqty with a value of $15.2M, Spdr Portfolio with a value of $11.4M, and Invesco Et Self Idxd Fd Tr Bul with a value of $11M.

Examining the 13F form we can see an decrease of $55.3M in the current position value, from $465M to 409M.

Below you can find more details about Bcs Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $409 Million
ETFs: $338 Million
Technology: $14 Million
Healthcare: $8.35 Million
Financial Services: $7.99 Million
Consumer Cyclical: $6.34 Million
Industrials: $6.28 Million
Basic Materials: $5.67 Million
Communication Services: $5.35 Million
Other: $9.39 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$4.64 Million 1.13% of portfolio
18,228
Q3 2025 Reduced 27.05%
$11.5B
$4.37 Million 1.07% of portfolio
21,808
Q3 2025 Added 5.07%
$505B
$4.07 Million 0.99% of portfolio
21,797
Q3 2025 Reduced 24.48%
$820B
$3.28 Million 0.8% of portfolio
4,295
Q3 2025 Reduced 15.64%
$3.86T
$2.91 Million 0.71% of portfolio
5,627
Q3 2025 Reduced 36.55%
$2.49T
$2.44 Million 0.6% of portfolio
11,122
Q3 2025 Reduced 24.51%
$356B
$1.59 Million 0.39% of portfolio
10,323
Q3 2025 Reduced 89.34%
$621B
$1.54 Million 0.38% of portfolio
3,057
Q3 2025 Reduced 15.15%
$176B
$1.4 Million 0.34% of portfolio
49,416
Q3 2025 Reduced 14.59%
$89.4B
$1.29 Million 0.32% of portfolio
3,739
Q3 2025 Reduced 0.72%
$218B
$1.32 Million 0.32% of portfolio
15,744
Q3 2025 Reduced 3.17%
$99.3B
$1.29 Million 0.32% of portfolio
1,702
Q3 2025 Reduced 24.46%
$59.2B
$1.19 Million 0.29% of portfolio
26,109
Q3 2025 Reduced 12.59%
$1.72T
$1.04 Million 0.26% of portfolio
4,289
Q3 2025 Reduced 10.57%
$64.3B
$1.02 Million 0.25% of portfolio
12,780
Q3 2025 Reduced 0.51%
$305B
$992,000 0.24% of portfolio
2,080
Q3 2025 Reduced 14.58%
$95.7B
$930,000 0.23% of portfolio
7,516
Q3 2025 Reduced 7.15%
$498B
$887,000 0.22% of portfolio
740
Q3 2025 Reduced 17.69%
$1.68T
$816,000 0.2% of portfolio
3,359
Q3 2025 Reduced 39.86%
$0
$829,000 0.2% of portfolio
27,994
Q3 2025 Reduced 8.3%
$309B
$823,000 0.2% of portfolio
5,302
Q3 2025 Reduced 29.48%
$1.44T
$768,000 0.19% of portfolio
1,728
Q3 2025 Reduced 43.95%
$150B
$743,000 0.18% of portfolio
2,253
Q3 2025 Reduced 21.36%
$275B
$712,000 0.17% of portfolio
6,909
Q3 2025 Reduced 23.93%
$913B
$686,000 0.17% of portfolio
2,176
Q3 2025 Reduced 28.8%
$129B
$677,000 0.17% of portfolio
1,357
Q3 2025 Reduced 3.21%
$262B
$681,000 0.17% of portfolio
4,071
Q3 2025 Reduced 6.28%
$138B
$679,000 0.17% of portfolio
26,670
Q3 2025 Reduced 45.69%
$389B
$695,000 0.17% of portfolio
1,716
Q3 2025 Reduced 27.66%
$338B
$701,000 0.17% of portfolio
2,331
Q3 2025 Reduced 22.66%
$494B
$679,000 0.17% of portfolio
3,667
Q3 2025 Reduced 36.68%
$386B
$651,000 0.16% of portfolio
2,812
Q3 2025 Reduced 55.85%
$298B
$662,000 0.16% of portfolio
9,992
Q3 2025 Reduced 9.17%
$3.11B
$651,000 0.16% of portfolio
25,747
Q3 2025 Added 2.06%
$1.46T
$627,000 0.15% of portfolio
855
Q3 2025 Reduced 43.82%
$319B
$582,000 0.14% of portfolio
1,686
Q3 2025 Reduced 9.89%
$167B
$580,000 0.14% of portfolio
13,219
Q3 2025 Reduced 37.16%
$557B
$592,000 0.14% of portfolio
1,736
Q3 2025 Reduced 38.24%
$135B
$571,000 0.14% of portfolio
2,418
Q3 2025 Reduced 4.73%
$220B
$538,000 0.13% of portfolio
1,772
Q3 2025 Reduced 14.23%
$403B
$539,000 0.13% of portfolio
583
Q3 2025 Reduced 53.21%
$84.6B
$502,000 0.12% of portfolio
1,928
Q3 2025 Reduced 1.53%
$22.6B
$486,000 0.12% of portfolio
18,433
Q3 2025 Added 0.06%
$526B
$466,000 0.11% of portfolio
820
Q3 2025 Reduced 15.03%
$152B
$419,000 0.1% of portfolio
1,120
Q3 2025 Reduced 10.97%
$148B
$425,000 0.1% of portfolio
1,693
Q3 2025 Reduced 9.95%
$102B
$419,000 0.1% of portfolio
4,430
Q3 2025 Reduced 3.11%
$429B
$387,000 0.09% of portfolio
7,510
Q3 2025 Reduced 70.34%
$2.44B
$367,000 0.09% of portfolio
10,620
Q2 2025 Reduced 5.13%

Summary

  • Portfolio
  • No. of Stocks 246
  • Current Value $409 Million
  • Prior Value $465 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 161 stocks
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