1W
BCSM

1776 Wealth’s Baron SMID Cap ETF BCSM Stock Holding History

1776 Wealth’s Portfolio BCSM Stock Details BCSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$223K Hold
10,325
– – 0.09% 138
2025
Q4 		$250K Buy
+10,325
New +$252K 0.09% 126

Other funds holding BCSM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1776 Wealth's BCSM Position: Q1 2026 in Review

1776 Wealth held its Baron SMID Cap ETF (BCSM) position steady in Q1 2026 at 10,325 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #138.

1776 Wealth first reported a position in BCSM in Q4 2025 and has held it in 2 quarters since. The position peaked at $250K in Q4 2025. 6 funds tracked by Wall St. Rank hold BCSM as of Q1 2026.

  • 1776 Wealth held 10,325 shares of Baron SMID Cap ETF worth $223K as of Q1 2026.
  • 1776 Wealth left its Baron SMID Cap ETF share count unchanged in Q1 2026.
  • Baron SMID Cap ETF made up 0.09% of 1776 Wealth's portfolio in Q1 2026, its #138 holding.
  • 1776 Wealth first reported a position in Baron SMID Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1776 Wealth's Baron SMID Cap ETF position peaked at $250K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Baron SMID Cap ETF as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.