Bcs Wealth Management has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $465 Million distributed in 263 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 $38M, Schwab Strategic Tr Us Large C with a value of $19.5M, Procter & Gamble CO with a value of $15.4M, Schwab Strategic Tr Intl Eqty with a value of $14.2M, and Invesco Et Seld Idxd Fd Tr Bul with a value of $11.6M.
Examining the 13F form we can see an increase of $75.7M in the current position value, from $389M to 465M.
Below you can find more details about Bcs Wealth Management portfolio as well as his latest detailed transactions.