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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.7 Million 10.43% of portfolio
69,727
Q3 2025 Added 4.2%
$0
$17.7 Million 4.33% of portfolio
673,536
Q3 2025 Reduced 15.71%
$0
$15.2 Million 3.72% of portfolio
653,168
Q3 2025 Added 1.84%
$0
$11.4 Million 2.77% of portfolio
108,638
Q3 2025 Added 1.29%
$0
$11 Million 2.69% of portfolio
563,068
Q3 2025 Reduced 4.96%
$0
$11 Million 2.68% of portfolio
109,570
Q3 2025 Added 24.14%
$0
$10.7 Million 2.61% of portfolio
516,791
Q3 2025 Reduced 7.92%
$0
$10.1 Million 2.47% of portfolio
126,336
Q3 2025 Reduced 0.86%
$0
$9.78 Million 2.39% of portfolio
176,721
Q3 2025 Reduced 0.13%
$0
$7.85 Million 1.92% of portfolio
287,377
Q3 2025 Reduced 7.23%
$0
$7.52 Million 1.84% of portfolio
381,624
Q3 2025 Reduced 2.34%
$0
$6.63 Million 1.62% of portfolio
78,272
Q3 2025 Added 12.26%
$0
$6.2 Million 1.51% of portfolio
301,328
Q3 2025 Reduced 4.36%
$0
$5.94 Million 1.45% of portfolio
12,391
Q3 2025 Reduced 0.18%
$0
$5.53 Million 1.35% of portfolio
129,320
Q3 2025 Added 0.82%
$0
$5.49 Million 1.34% of portfolio
29,414
Q2 2025 Added 5.71%
$0
$5.44 Million 1.33% of portfolio
195,002
Q3 2025 Reduced 15.9%
$0
$5.41 Million 1.32% of portfolio
136,228
Q3 2025 Reduced 8.16%
$0
$4.78 Million 1.17% of portfolio
286,406
Q3 2025 Reduced 1.51%
$0
$4.69 Million 1.15% of portfolio
178,274
Q3 2025 Added 22.19%
$0
$4.71 Million 1.15% of portfolio
250,664
Q3 2025 Reduced 5.46%
$0
$4.61 Million 1.13% of portfolio
88,126
Q3 2025 Reduced 6.15%
$4.36T
$4.64 Million 1.13% of portfolio
18,228
Q3 2025 Reduced 27.05%
$0
$4.39 Million 1.07% of portfolio
259,872
Q3 2025 Reduced 4.03%
$11.7B
$4.37 Million 1.07% of portfolio
21,808
Q3 2025 Added 5.07%
$0
$4.22 Million 1.03% of portfolio
73,493
Q3 2025 Added 9.35%
$0
$4.11 Million 1.0% of portfolio
6,845
Q3 2025 Reduced 10.48%
$506B
$4.07 Million 0.99% of portfolio
21,797
Q3 2025 Reduced 24.48%
$0
$3.84 Million 0.94% of portfolio
11,692
Q3 2025 Reduced 3.99%
$0
$3.63 Million 0.89% of portfolio
141,141
Q3 2025 Added 9.03%
$802B
$3.28 Million 0.8% of portfolio
4,295
Q3 2025 Reduced 15.64%
$0
$3.2 Million 0.78% of portfolio
103,578
Q3 2025 Added 4.96%
$0
$3.14 Million 0.77% of portfolio
30,479
Q3 2025 Reduced 16.66%
$0
$3.11 Million 0.76% of portfolio
68,301
Q3 2025 Added 0.02%
$0
$2.99 Million 0.73% of portfolio
14,292
Q3 2025 Added 8.84%
$0
$2.94 Million 0.72% of portfolio
11,882
Q3 2025 Added 5.45%
$0
$2.92 Million 0.71% of portfolio
4,381
Q3 2025 Reduced 0.7%
$3.92T
$2.91 Million 0.71% of portfolio
5,627
Q3 2025 Reduced 36.55%
$0
$2.78 Million 0.68% of portfolio
25,204
Q3 2025 Added 7.46%
$0
$2.59 Million 0.63% of portfolio
60,936
Q3 2025 Reduced 1.31%
$0
$2.53 Million 0.62% of portfolio
57,562
Q3 2025 Reduced 4.09%
$2.27T
$2.44 Million 0.6% of portfolio
11,122
Q3 2025 Reduced 24.51%
$0
$2.28 Million 0.56% of portfolio
50,038
Q3 2025 Added 4.58%
$0
$2.29 Million 0.56% of portfolio
42,682
Q3 2025 Added 0.11%
$0
$2.08 Million 0.51% of portfolio
71,469
Q3 2025 Reduced 15.97%
$0
$2.07 Million 0.51% of portfolio
8,159
Q3 2025 Reduced 1.44%
$0
$2.04 Million 0.5% of portfolio
46,520
Q3 2025 Reduced 4.97%
$0
$1.99 Million 0.49% of portfolio
42,939
Q3 2025 Added 7.39%
$0
$1.93 Million 0.47% of portfolio
42,644
Q3 2025 Reduced 18.91%

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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