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Ashleigh Swayze

Bcs Wealth Management

Assets Managed
$555.097M
Holdings
270
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
13.3%(2Q avg: -18.61%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bcs Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 270 positions.

Assets under management

The assets under management (AUM) of Bcs Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 555.097M in assets, with a quarterly growth rate of 13.3% and a 2-quarter average growth rate of -18.61%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.27%
10.37%
$57.51M
83,736 shares@ $686.8 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 0.1%
3.61%
$19.986M
679,092 shares@ $29.43 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -2.38%
3.25%
$18.016M
650,399 shares@ $27.71 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 7.83%
2.54%
$14.075M
142,203 shares@ $98.99 avg price
PG
Procter & Gamble Co The
Recent Activity
2.53%
$14.035M
95,712 shares@ $146.65 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -0.79%
2.53%
$14.001M
117,665 shares@ $119.0 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 7.31%
2.25%
$12.473M
157,822 shares@ $79.04 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 2.44%
2.22%
$12.288M
202,146 shares@ $60.79 avg price
BSCQ
Invesco Bulletshares 2026 Cb
Recent Activity
Decreased -0.59%
1.87%
$10.341M
529,635 shares@ $19.53 avg price
BSCX
Invesco Bulletshares 2033 Cb
Recent Activity
Increased 3.79%
1.71%
$9.458M
449,212 shares@ $21.06 avg price

1-10 of 270