BCS Wealth Management
RIA/Wealth
BCS Wealth Management is a RIA/Wealth based in Johnson City, TN led by Lauren Shockley Olander, reporting $811.6M in AUM as of Q3 2025 with 85% ETF concentration and minimal technology exposure.
CCOLauren Shockley Olander
- Portfolio Value
- $443.8M
- Positions
- 246
- Top Holding
- VOO at 9.62%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BCS Wealth Management's portfolio (33.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $42.7M | 9.62% | +$1.7M Bought | — 69.7K shares | |
ETF ETF | $17.7M | 4.00% | -$3.3M Sold | — 673.5K shares | |
ETF ETF | $15.2M | 3.43% | +$274.2K Bought | — 653.2K shares | |
ETF ETF | $11.4M | 2.56% | +$144.5K Bought | — 108.6K shares | |
ETF ETF | $11.0M | 2.48% | -$574.2K Sold | — 563.1K shares | |
ETF ETF | $11.0M | 2.48% | +$2.1M Bought | — 109.6K shares | |
ETF ETF | $10.7M | 2.41% | -$920.0K Sold | — 516.8K shares | |
ETF ETF | $10.1M | 2.28% | -$88.1K Sold | — 126.3K shares | |
ETF ETF | $9.8M | 2.20% | -$13.2K Sold | — 176.7K shares | |
ETF ETF | $9.3M | 2.09% | -$100.1K Sold | — 432.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BCS Wealth Management's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for BCS Wealth Management
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