BCS Wealth Management - Portfolio overview

BCS Wealth Management has 272 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 9.53%
2. SCHX - SCHWAB STRATEGIC TR, 3.42%
3. SCHF - SCHWAB STRATEGIC TR, 3.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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