13F Insight
DOSSIER · 13F-HR · Q1 2026

BCS Wealth Management

BCS Wealth's pension fund based in San Francisco, CA — $490M in tracked AUM across 248 positions as of Q1 2026.

BW
BCS Wealth·San Francisco, CA·Pension Fund
CIK 0001798172 · last filed Mar 31, 2026
Total AUM
$490M
▲ 7.6%
vs prior
Holdings
248
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Financials
47% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of BCS Wealth Management SEC 13F Filing
Portfolio Overview

BCS Wealth Management has reported a substantial expansion in its portfolio oversight, with the total assets under management growing by 335.2%, rising from $227.50M in the prior quarter (Q3 2025) to $990.16M as of December 31, 2025. This dramatic increase suggests a significant influx of new client capital or the consolidation of assets under management. The portfolio remains highly diversified, ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$48M81K9.9%
02
SCHX
SCHWAB STRATEGIC TR
$17M678K3.6%
03
SCHF
SCHWAB STRATEGIC TR
$16M666K3.4%
04
PG
PROCTER & GAMBLE CO
$14M96K2.8%
05
AGG
ISHARES TR
$13M132K2.7%
06
VCSH
VANGUARD SCOTTSDALE FDS
$12M147K2.4%
07
SPYG
SPDR SERIES TRUST
$12M119K2.4%
08
SPYV
SPDR SERIES TRUST
$11M197K2.3%
09
BSCQ
INVESCO EXCH TRD SLF IDX FD
$10M533K2.1%
10
BSCX
INVESCO EXCH TRD SLF IDX FD
$9M433K1.9%

Filing history

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