BCS Wealth Management
All 13F Filings
- Location
- Johnson City, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 990,159
- 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 |
|---|---|---|---|---|---|
| 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 | 664.6 K | 67.1% | 371.4 K | 0 | 371.4 K |
| ETFs | 322.1 K | 32.5% | 173.2 K | 0 | 173.2 K |
| Debt | 1.728 K | 0.2% | 840 | 0 | 840 |
| Other | 1.761 K | 0.2% | 877 | 0 | 877 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
990,159
Holdings
352
QoQ value change ($000)
546,358
(123.1%)
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.