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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.43 Million 0.35% of portfolio
26,398
Q3 2025 Reduced 2.07%
$0
$1.45 Million 0.35% of portfolio
61,631
Q3 2025 Added 15.79%
$0
$1.34 Million 0.33% of portfolio
33,751
Q3 2025 Reduced 0.45%
$0
$1.33 Million 0.32% of portfolio
15,477
Q3 2025 Reduced 6.42%
$0
$1.25 Million 0.31% of portfolio
30,394
Q3 2025 Reduced 2.37%
$0
$1.24 Million 0.3% of portfolio
37,192
Q3 2025 Reduced 9.71%
$0
$1.17 Million 0.29% of portfolio
35,780
Q3 2025 Reduced 0.3%
$0
$1.15 Million 0.28% of portfolio
37,059
Q3 2025 Added 32.54%
$0
$1.09 Million 0.27% of portfolio
23,897
Q2 2025 Reduced 4.21%
$0
$1.09 Million 0.27% of portfolio
24,549
Q3 2025 Added 21.92%
$0
$1.06 Million 0.26% of portfolio
44,392
Q3 2025 Reduced 12.43%
$0
$969,000 0.24% of portfolio
23,134
Q3 2025 Added 114.84%
$0
$970,000 0.24% of portfolio
3,737
Q2 2025 Added 3.81%
$0
$974,000 0.24% of portfolio
17,038
Q3 2025 Added 12.92%
$0
$917,000 0.22% of portfolio
12,514
Q3 2025 Added 68.24%
$0
$912,000 0.22% of portfolio
23,326
Q3 2025 Reduced 2.97%
$0
$920,000 0.22% of portfolio
7,673
Q4 2024 New
$0
$893,000 0.22% of portfolio
18,001
Q2 2025 Reduced 10.55%
$0
$883,000 0.22% of portfolio
18,922
Q3 2025 Reduced 12.54%
$0
$878,000 0.21% of portfolio
24,283
Q3 2025 Added 28.41%
$0
$842,000 0.21% of portfolio
5,784
Q3 2025 Reduced 11.64%
$0
$872,000 0.21% of portfolio
26,675
Q3 2025 Added 25.52%
$0
$816,000 0.2% of portfolio
20,121
Q3 2025 Reduced 7.69%
$0
$835,000 0.2% of portfolio
1,248
Q3 2025 Reduced 11.86%
$0
$818,000 0.2% of portfolio
14,237
Q3 2025 Added 4.03%
$0
$786,000 0.19% of portfolio
26,158
Q3 2025 Reduced 13.6%
$0
$718,000 0.18% of portfolio
2,447
Q4 2024 New
$0
$744,000 0.18% of portfolio
3,566
Q3 2025 Reduced 9.9%
$0
$680,000 0.17% of portfolio
10,424
Q3 2025 Reduced 0.5%
$0
$698,000 0.17% of portfolio
30,301
Q3 2025 Reduced 7.8%
$0
$655,000 0.16% of portfolio
30,375
Q3 2025 Reduced 25.25%
$0
$656,000 0.16% of portfolio
16,888
Q3 2025 Reduced 0.66%
$0
$633,000 0.15% of portfolio
21,311
Q3 2025 Added 0.33%
$0
$606,000 0.15% of portfolio
18,875
Q4 2023 Reduced 1.97%
$0
$626,000 0.15% of portfolio
2,818
Q3 2025 Reduced 23.84%
$0
$600,000 0.15% of portfolio
12,461
Q3 2025 Reduced 15.02%
$0
$568,000 0.14% of portfolio
23,292
Q3 2025 Reduced 8.89%
$0
$574,000 0.14% of portfolio
3,153
Q2 2025 Added 14.53%
$0
$543,000 0.13% of portfolio
22,365
Q3 2025 Reduced 1.74%
$0
$514,000 0.13% of portfolio
7,230
Q3 2025 Added 40.8%
$0
$537,000 0.13% of portfolio
7,927
Q3 2025 Reduced 13.28%
$0
$522,000 0.13% of portfolio
1,852
Q1 2025 Added 1.26%
$0
$523,000 0.13% of portfolio
10,847
Q3 2025 Added 6.68%
$0
$533,000 0.13% of portfolio
12,672
Q3 2025 Reduced 17.7%
$0
$551,000 0.13% of portfolio
10,689
Q3 2025 Reduced 1.6%
$0
$512,000 0.13% of portfolio
6,490
Q3 2025 Added 0.03%
$0
$488,000 0.12% of portfolio
27,349
Q3 2025 Reduced 0.71%
$0
$494,000 0.12% of portfolio
2,830
Q4 2024 New
$0
$485,000 0.12% of portfolio
10,032
Q3 2025 Reduced 18.58%

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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