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 Market Cap. of Under $50 Millions
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