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
$1.83 Million 0.45% of portfolio
47,672
Q3 2025 Reduced 18.59%
$0
$1.69 Million 0.41% of portfolio
39,318
Q3 2025 Added 33.43%
$0
$1.65 Million 0.4% of portfolio
55,684
Q3 2025 Reduced 24.9%
$354B
$1.59 Million 0.39% of portfolio
10,323
Q3 2025 Reduced 89.34%
$0
$1.61 Million 0.39% of portfolio
21,953
Q3 2025 Reduced 3.88%
$0
$1.56 Million 0.38% of portfolio
36,135
Q3 2025 Reduced 14.25%
$646B
$1.54 Million 0.38% of portfolio
3,057
Q3 2025 Reduced 15.15%
$0
$1.53 Million 0.37% of portfolio
47,855
Q3 2025 Reduced 18.48%
$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%
$176B
$1.4 Million 0.34% of portfolio
49,416
Q3 2025 Reduced 14.59%
$0
$1.34 Million 0.33% of portfolio
33,751
Q3 2025 Reduced 0.45%
$90.2B
$1.29 Million 0.32% of portfolio
3,739
Q3 2025 Reduced 0.72%
$219B
$1.32 Million 0.32% of portfolio
15,744
Q3 2025 Reduced 3.17%
$99.5B
$1.29 Million 0.32% of portfolio
1,702
Q3 2025 Reduced 24.46%
$0
$1.33 Million 0.32% of portfolio
15,477
Q3 2025 Reduced 6.42%
$0
$1.24 Million 0.3% of portfolio
37,192
Q3 2025 Reduced 9.71%
$58.8B
$1.19 Million 0.29% of portfolio
26,109
Q3 2025 Reduced 12.59%
$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%
$1.72T
$1.04 Million 0.26% of portfolio
4,289
Q3 2025 Reduced 10.57%
$63.8B
$1.02 Million 0.25% of portfolio
12,780
Q3 2025 Reduced 0.51%
$308B
$992,000 0.24% of portfolio
2,080
Q3 2025 Reduced 14.58%
$478B
$975,000 0.24% of portfolio
8,655
Q3 2025 Reduced 65.0%
$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%
$96.4B
$930,000 0.23% of portfolio
7,516
Q3 2025 Reduced 7.15%
$485B
$887,000 0.22% of portfolio
740
Q3 2025 Reduced 17.69%
$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
$886,000 0.22% of portfolio
2,977
Q3 2025 Reduced 0.5%
$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%
$1.5T
$816,000 0.2% of portfolio
3,359
Q3 2025 Reduced 39.86%
$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
$829,000 0.2% of portfolio
27,994
Q3 2025 Reduced 8.3%
$301B
$823,000 0.2% of portfolio
5,302
Q3 2025 Reduced 29.48%
$1.39T
$768,000 0.19% of portfolio
1,728
Q3 2025 Reduced 43.95%
$0
$786,000 0.19% of portfolio
26,158
Q3 2025 Reduced 13.6%

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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