Bcs Wealth Management has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $389 Million distributed in 243 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 $29.2M, Schwab Strategic Tr Us Large C with a value of $14.8M, Invesco Et Seld Idxd Fd Tr Bul with a value of $11.8M, Invesco Et Self Idxd Fd Tr Bul with a value of $11.2M, and Schwab Strategic Tr Intl Eqty with a value of $10M.
Examining the 13F form we can see an decrease of $13.2M in the current position value, from $402M to 389M.
Below you can find more details about Bcs Wealth Management portfolio as well as his latest detailed transactions.
