Bcs Wealth Management Portfolio Holdings
Bcs Wealth Management
- $465 Million
- Q2 2025
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.
Portfolio value
$465 Million
ETFs: $330 Million
Consumer Defensive: $22.2 Million
Technology: $18.5 Million
Healthcare: $11.8 Million
Financial Services: $9.93 Million
Consumer Cyclical: $7.15 Million
Communication Services: $7 Million
Industrials: $6.95 Million
Other: $12 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 263
- Current Value $465 Million
- Prior Value $389 Million
- Filing
- Period Q2 2025
- Filing Date July 15, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 37 stocks
- Additional Purchases 133 stocks
- Sold out of 0 stocks
- Reduced holdings in 70 stocks