BCS Wealth Management
All 13F Filings
- Location
- Johnson City, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 489,945
- Description
- —
- Website
- —
- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 129.4 K | 26.4% | 0 | 535.1 K | -535.1 K |
| ETFs | 360 K | 73.5% | 37.89 K | 0 | 37.89 K |
| Debt | 532 | 0.1% | 0 | 1.196 K | -1.196 K |
| Other | 0 | 0.0% | 0 | 1.761 K | -1.761 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
489,945
Holdings
248
QoQ value change ($000)
-500,214
(-50.5%)
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.