13F Filings History of BCS Wealth Management
- Latest 13F filing
- Q2 2026 - 16 Jul 2026
- Latest reported 13F value
- $555,097,231
- Largest 13F holdings
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VOO SCHX SCHF AGG PG SPYG VCSH SPYV BSCQ BSCX VYMI FNDX
+8 more
BSCR BOND BSCY BSCS SPDW FNDF SCHD VTV - Form 13F summary
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- BCS Wealth Management Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- BCS Wealth Management reported 270 equity holdings with a total reported market value of $555,097,231 for Q2 2026. Top reported holdings included VOO, SCHX, SCHF, AGG, and PG.
- Manager signature
- Ashleigh Swayze - Counsel
- Manager location
- Johnson City, TN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$555,097,231
Quarter delta
+$65,152,130
Accepted
16 Jul 2026, 13:42
Rows shown
1-25 of 27
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 270 | $555,097,231 | +$37,733,359 | -$5,291,286 | +$32,442,073 | VOO, SCHX, SCHF, AGG, PG | 13F-HR | 16 Jul 2026, 13:42 |
| Q1 2026 | 248 | $489,945,101 | +$2,604,373 | -$496,063,769 | -$493,459,396 | VOO, SCHX, SCHF, PG, AGG | 13F-HR | 17 Apr 2026, 11:06 |
| Q4 2025 | 352 | $990,158,574 | +$552,444,317 | -$13,927,509 | +$538,516,808 | VOO, SCHX, SCHF, PG, AGG | 13F-HR | 23 Jan 2026, 18:35 |
| Q3 2025 | 246 | $443,801,386 | +$14,082,783 | -$57,875,787 | -$43,793,004 | VOO, SCHX, SCHF, SPYG, BSCQ | 13F-HR | 22 Oct 2025, 15:16 |
| Q2 2025 | 263 | $464,603,000 | +$71,538,239 | -$16,599,919 | +$54,938,320 | VOO, SCHX, PG, SCHF, BSCP | 13F-HR | 15 Jul 2025, 12:31 |
| Q1 2025 | 243 | $388,906,000 | +$16,446,780 | -$24,706,084 | -$8,259,304 | VOO, SCHX, BSCP, BSCQ, SCHF | 13F-HR | 14 Apr 2025, 12:27 |
| Q4 2024 | 256 | $402,094,000 | +$186,148,772 | -$17,754,263 | +$168,394,509 | VOO, SCHX, BSCP, BSCQ, SPYG | 13F-HR | 13 Jan 2025, 15:31 |
| Q3 2024 | 167 | $235,148,000 | +$28,576,380 | -$7,141,988 | +$21,434,392 | BSCP, BSCQ, BSCO, VCSH, SPYG | 13F-HR | 17 Oct 2024, 10:37 |
| Q2 2024 | 155 | $205,545,000 | +$20,855,829 | -$129,189,034 | -$108,333,205 | BSCP, BSCO, BSCQ, VCSH, SPYG | 13F-HR | 16 Jul 2024, 09:23 |
| Q1 2024 | 235 | $311,701,000 | +$34,784,513 | -$7,888,296 | +$26,896,217 | VOO, SCHX, BSCP, BSCO, BSCQ | 13F-HR | 10 Apr 2024, 15:25 |
| Q4 2023 | 220 | $271,558,000 | +$29,688,063 | -$16,893,372 | +$12,794,691 | SCHX, VOO, BSCO, BSCP, BSCQ | 13F-HR | 11 Jan 2024, 10:33 |
| Q3 2023 | 198 | $240,306,000 | +$109,480,417 | -$3,757,396 | +$105,723,021 | SCHX, VOO, BSCO, BSCP, BSCN | 13F-HR | 12 Oct 2023, 15:11 |
| Q2 2023 | 113 | $136,937,000 | +$16,181,463 | -$104,134,783 | -$87,953,320 | BSCO, BSCN, BSCP, VCSH, BSCQ | 13F-HR | 19 Jul 2023, 10:59 |
| Q1 2023 | 159 | $221,339,000 | +$39,032,878 | -$65,267,383 | -$26,234,505 | SCHX, PG, VOO, BSCN, BSCO | 13F-HR | 10 Apr 2023, 15:57 |
| Q4 2022 | 191 | $238,874,000 | +$37,202,461 | -$23,933,068 | +$13,269,393 | VOO, SCHX, SCHD, BSCN, BSCO | 13F-HR | 10 Jan 2023, 10:21 |
| Q3 2022 | 178 | $212,519,000 | +$21,646,964 | -$21,412,192 | +$234,772 | VOO, SCHX, SCHD, BSCM, BSCN | 13F-HR | 07 Oct 2022, 11:02 |
| Q2 2022 | 175 | $225,099,000 | +$27,843,506 | -$18,318,359 | +$9,525,147 | VOO, PG, SCHX, SCHD, BSCM | 13F-HR | 29 Jul 2022, 12:27 |
| Q1 2022 | 188 | $241,440,000 | +$23,903,707 | -$39,304,634 | -$15,400,927 | VOO, SCHX, SCHD, BSCM, BSCN | 13F-HR | 28 Apr 2022, 10:20 |
| Q4 2021 | 198 | $278,658,000 | +$50,675,945 | -$20,332,248 | +$30,343,697 | VOO, SCHX, PG, SCHD, BSCM | 13F-HR | 18 Jan 2022, 09:45 |
| Q3 2021 | 172 | $235,680,000 | +$54,745,239 | -$6,004,906 | +$48,740,333 | VOO, SCHX, SCHD, BSCL, BSCM | 13F-HR | 25 Oct 2021, 10:31 |
| Q2 2021 | 154 | $188,140,000 | +$15,672,309 | -$43,550,796 | -$27,878,487 | SCHX, BSCL, SCHD, BSCM, BSJL | 13F-HR | 21 Jul 2021, 10:52 |
| Q1 2021 | 156 | $210,708,000 | +$16,797,711 | -$6,582,324 | +$10,215,387 | VOO, SCHX, BSCL, SCHD, BSCM | 13F-HR | 28 Apr 2021, 15:38 |
| Q4 2020 | 145 | $192,563,000 | +$22,413,877 | -$22,181,656 | +$232,221 | VOO, SCHX, BSCL, SCHD, BSCM | 13F-HR | 21 Jan 2021, 12:01 |
| Q3 2020 | 128 | $176,901,000 | +$10,118,062 | -$5,685,041 | +$4,433,021 | VOO, BSCK, SCHX, BSCL, BSJK | 13F-HR | 23 Oct 2020, 11:54 |
| Q2 2020 | 125 | $166,944,000 | +$9,914,683 | -$1,944,880 | +$7,969,803 | VOO, BSCK, SCHX, BSCL, BSJK | 13F-HR | 20 Jul 2020, 18:59 |