Long-term investor
Bcs Wealth Management @bcswealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001798172).
Record
- Tracked since 2025-06-30 (441 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months n/a · 1 year +14.3% · all +14.3%
- Max drawdown n/a · win rate 12% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 10.4% · long · since 2025-06-30
- SCHX · 3.6% · long · since 2025-06-30
- SCHF · 3.2% · long · since 2025-06-30
- AGG · 2.5% · long · since 2025-06-30
- PG · 2.5% · long · since 2025-06-30
- SPYG · 2.5% · long · since 2025-06-30
- VCSH · 2.2% · long · since 2025-06-30
- SPYV · 2.2% · long · since 2025-06-30
- BSCQ · 1.9% · long · since 2025-06-30
- BSCX · 1.7% · long · since 2025-06-30
- VYMI · 1.7% · long · since 2025-06-30
- FNDX · 1.6% · long · since 2025-06-30