Institutional Fund
Bcs Wealth Management
Johnson City, TNCIK 17981725 filings on record
Portfolio Value
$489.95M
Q1 2026
Holdings
248
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-50.5%
from $990.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds9.9%
- Schwab Strategic Tr3.6%
- Schwab Strategic Tr3.4%
- Procter And Gamble Co2.8%
- Ishares Tr2.7%
- Vanguard Scottsdale Fds2.4%
- Other75.3%
Portfolio Holdings
248 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 81.1K | $48.45M | 9.9% | −70.7K | Reduced |
| 2 | Schwab Strategic Tr | 678.4K | $17.39M | 3.6% | −666.4K | Reduced |
| 3 | Schwab Strategic Tr | 666.3K | $16.49M | 3.4% | −645.6K | Reduced |
| 4 | Procter And Gamble Co | 95.7K | $13.82M | 2.8% | −96.8K | Reduced |
| 5 | Ishares Tr | 131.9K | $13.09M | 2.7% | −114.9K | Reduced |
| 6 | Vanguard Scottsdale Fds | 147.1K | $11.66M | 2.4% | −141.0K | Reduced |
| 7 | Spdr Series Trust | 118.6K | $11.61M | 2.4% | −102.0K | Reduced |
| 8 | Spdr Series Trust | 197.3K | $11.17M | 2.3% | −165.2K | Reduced |
| 9 | Invesco Exch Trd Slf Idx Fd | 532.8K | $10.41M | 2.1% | −565.2K | Reduced |
| 10 | Invesco Exch Trd Slf Idx Fd | 432.8K | $9.15M | 1.9% | −441.4K | Reduced |
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