BCS Wealth Management — 13F holdings

BCS Wealth Management reported 270 holdings worth $555M in its 13F filing for Q2 2026, filed July 16, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $57.5M (10.4%)
  2. SCHX SCHWAB STRATEGIC TR — $20.0M (3.6%)
  3. SCHF SCHWAB STRATEGIC TR — $18.0M (3.2%)
  4. AGG ISHARES TR — $14.1M (2.5%)
  5. PG Procter And Gamble Co — $14.0M (2.5%)
  6. SPYG SPDR SERIES TRUST — $14.0M (2.5%)
  7. VCSH VANGUARD SCOTTSDALE FDS — $12.5M (2.2%)
  8. SPYV SPDR SERIES TRUST — $12.3M (2.2%)
  9. BSCQ INVESCO EXCH TRD SLF IDX FD — $10.3M (1.9%)
  10. BSCX INVESCO EXCH TRD SLF IDX FD — $9.46M (1.7%)