BCS Wealth Management ETF holdings
Johnson City, TN
Reported $462.9M in 174 ETFs in its Form 13F for June 30, 2026.
ETF value
$462.9M
ETFs held
174
Change from prior quarter
+13.1%
With price moves
ETFs as a share of its 13F
83.4%
of $555.1M
Top 10 of 174 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $57.5M | 83,736 | +2,649 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $20.0M | 679,092 | +658 shares |
| SCHF | Schwab International Equity ETF | $18.0M | 650,399 | −15,882 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $14.1M | 142,203 | +10,324 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $14.0M | 117,665 | −947 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $12.5M | 157,822 | +10,748 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $12.3M | 202,146 | +4,814 shares |
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | $10.3M | 529,635 | −3,165 shares |
| BSCX | Invesco Bulletshares 2033 Corporate Bond ETF | $9.5M | 449,212 | +16,401 shares |
| VYMI | Vanguard International High Dividend Yield ETF | $9.3M | 94,636 | +3,840 shares |
164 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001798172. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does BCS Wealth Management own?
BCS Wealth Management reported 174 ETF positions worth $462.9M in its Form 13F for June 30, 2026. The largest was VOO, at $57.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.