account_balance
Investment manager · 13F filer · SEC CIK 1798172
BCS Wealth Management
Reported value$563Mas of Sep 30, 2026
Positions267 7 new, 10 sold out
Top 10 weight34.0%VOO alone is 11%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
11.1%Added +6%
SCHXSchwab Strategic Tr
3.6%
SCHFSchwab Strategic Tr
3.4%Added +7%
AGGiShares Tr
2.6%Added +11%
SPYGSPDR Series Trust
2.6%
VCSHVanguard Scottsdale FDS
2.5%Added +14%
PGProcter & Gamble Co
2.5%
SPYVSPDR Series Trust
2.2%
BSCQInvesco Exch TRD SLF Idx Fd
1.8%Trimmed −3%
FNDXSchwab Strategic Tr
1.8%Added +13%
VYMIVanguard Whitehall FDS
1.7%
BSCXInvesco Exch TRD SLF Idx Fd
1.6%
VOOVanguard Index FDS
11.1%Added +6%
SCHXSchwab Strategic Tr
3.6%
SCHFSchwab Strategic Tr
3.4%+7%
AGGiShares Tr
2.6%+11%
SPYG2.6%
VCSHVanguard Scottsdale FDS
2.5%
PGProcter & Gamble Co
2.5%
SPYVSPDR Series Trust
2.2%
BSCQ1.8%
FNDX1.8%
VYMI
BSCX
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 11.1% Added +6%
SCHX Schwab Strategic Tr 3.6% Held
SCHF Schwab Strategic Tr 3.4% Added +7%
AGG iShares Tr 2.6% Added +11%
SPYG SPDR Series Trust 2.6% Held
VCSH Vanguard Scottsdale FDS 2.5% Added +14%
PG Procter & Gamble Co 2.5% HeldSPYV SPDR Series Trust 2.2% Held
BSCQ Invesco Exch TRD SLF Idx Fd 1.8% Trimmed −3%
FNDX Schwab Strategic Tr 1.8% Added +13%
VYMI Vanguard Whitehall FDS 1.7% Held
BSCX Invesco Exch TRD SLF Idx Fd 1.6% Held
What changed
Biggest moves since Jun 30, 2026
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