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Ashleigh Swayze

Bcs Wealth Management

Assets Managed
$489.945M
Holdings
248
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-50.51%(2Q avg: 36.3%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bcs Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 248 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 489.945M in assets, with a quarterly growth rate of -50.51% and a 2-quarter average growth rate of 36.3%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -46.58%
9.89%
$48.453M
81,087 shares@ $597.55 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -49.55%
3.56%
$17.395M
678,434 shares@ $25.64 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -49.21%
3.37%
$16.491M
666,281 shares@ $24.76 avg price
PG
Procter & Gamble Co The
Recent Activity
Decreased -50.29%
2.83%
$13.825M
95,712 shares@ $144.45 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -46.56%
2.68%
$13.092M
131,879 shares@ $99.28 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Decreased -48.93%
2.38%
$11.659M
147,074 shares@ $79.28 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -46.22%
2.38%
$11.613M
118,612 shares@ $97.92 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -45.57%
2.28%
$11.165M
197,332 shares@ $56.58 avg price
BSCQ
Invesco Bulletshares 2026 Cb
Recent Activity
Decreased -51.47%
2.13%
$10.406M
532,800 shares@ $19.54 avg price
BSCX
Invesco Bulletshares 2033 Cb
Recent Activity
Decreased -50.48%
1.87%
$9.154M
432,811 shares@ $21.16 avg price

1-10 of 248