Question 1

What stocks does BCS WEALTH MANAGEMENT hold in its portfolio?

Accepted Answer

BCS WEALTH MANAGEMENT's top stock holdings include PG, VOO, AAPL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BCS WEALTH MANAGEMENT's largest stock holdings?

Accepted Answer

BCS WEALTH MANAGEMENT's largest stock holdings as of their last filing include PG (valued at approximately $14.0 million), VOO (valued at approximately $57.5 million), AAPL (valued at approximately $5.3 million), SCHX (valued at approximately $20.0 million), NVDA (valued at approximately $4.4 million).

Question 3

When was BCS WEALTH MANAGEMENT's last SEC filing?

Accepted Answer

BCS WEALTH MANAGEMENT's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BCS WEALTH MANAGEMENT recently bought or sold?

Accepted Answer

BCS WEALTH MANAGEMENT's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BCS WEALTH MANAGEMENT reported?

Accepted Answer

BCS WEALTH MANAGEMENT's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BCS WEALTH MANAGEMENT invest in?

Accepted Answer

BCS WEALTH MANAGEMENT's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.