BCS Wealth Management
BCS Wealth Management reported 270 stocks worth $555M in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are VOO (10.4%), SCHX (3.6%) and SCHF (3.3%). Compared with Q1 2026, the fund added to VOO, AGG and VCSH, trimmed SCHF, SPYG and BSCQ and sold out of OXY and EFV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $57.5M | 10.4% | 84K | +2,649 (+3%) | 7 of 8 | |
| 2 |  SCHX Schwab US Large Cap ETF | $20M | 3.6% | 679K | No change | 7 of 8 | |
| 3 |  SCHF Schwab International | $18M | 3.3% | 650K | −16K (−2%) | 7 of 8 | |
| 4 |  AGG Ishares TR | $14.1M | 2.5% | 142K | +10K (+8%) | 7 of 8 | |
| 5 |  PG Procter & Gamble Co | $14M | 2.5% | 96K | No change | 7 of 8 | |
| 6 |  SPYG Spdr Series Trust | $14M | 2.5% | 118K | −947 (−1%) | 8 of 8 | |
| 7 |  VCSH Vanguard Scottsdale Fds | $12.5M | 2.3% | 158K | +11K (+7%) | 8 of 8 | |
| 8 |  SPYV State Street | $12.3M | 2.2% | 202K | +4,814 (+2%) | 8 of 8 | |
| 9 |  BSCQ Invesco Exch Trd Slf Idx FD | $10.3M | 1.9% | 530K | −3,165 (−1%) | 8 of 8 | |
| 10 |  BSCX Invesco Exch Trd Slf Idx FD | $9.5M | 1.7% | 449K | +16K (+4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 16, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →BCS Wealth Management 13F FAQ
What does BCS Wealth Management own?
BCS Wealth Management reported 270 stocks worth $555M in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are VOO (10.4%), SCHX (3.6%) and SCHF (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did BCS Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 24 new positions, 107 added to, 97 trimmed and 2 sold out. It sold all of OXY and EFV.
When will BCS Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is BCS Wealth Management's portfolio worth?
The Q2 2026 filing reports $555M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.