BCS Wealth Management
All 13F Filings
- Location
- Johnson City, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 555,097
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 270 | 555,097 | 13F-HR | BCS Wealth Management |
| Q1 2026 | 4/17/2026 | 248 | 489,945 | 13F-HR | BCS Wealth Management |
| Q4 2025 | 1/26/2026 | 352 | 990,159 | 13F-HR | BCS Wealth Management |
| Q3 2025 | 10/22/2025 | 246 | 443,801 | 13F-HR | BCS Wealth Management |
| Q2 2025 | 7/15/2025 | 263 | 464,603 | 13F-HR | BCS Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 140.8 K | 25.4% | 11.35 K | 0 | 11.35 K |
| ETFs | 413.8 K | 74.5% | 53.79 K | 0 | 53.79 K |
| Debt | 548 | 0.1% | 16 | 0 | 16 |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
555,097
Holdings
270
QoQ value change ($000)
65,152
(13.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.