Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

BCU Wealth Advisors

Latest statistics and disclosures from BCU Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFIC, DFSD, DFEM, DFCF, and represent 73.58% of BCU Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFIC, IVE, DFSD, DFCF, IEMG, DFEM, MTUM, DFIP, DFAR.
Started 2 new stock positions in BND, EFAV.
Reduced shares in these 10 stocks: QUAL, EFV, , IUSB, IYW, CVS, EFG, IVW, MBB, TLH.
Sold out of its positions in IYW, STIP.
BCU Wealth Advisors was a net buyer of stock by $8.8M.
BCU Wealth Advisors has $261M in assets under management (AUM), dropping by 5.71%.
Central Index Key (CIK): 0002003570

Tip: Access up to 7 years of quarterly data

Positions held by BCU Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for BCU Wealth Advisors

BCU Wealth Advisors holds 61 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	44.0	$115M	+3%	2.9M	39.59	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	14.3	$37M	+3%	1.1M	34.46	View chart
Dimensional Etf Trust Short Duration F (DFSD)	6.6	$17M	+7%	360k	47.95	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.5	$12M	+5%	358k	33.08	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.1	$11M	+7%	253k	42.56	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.2	$5.6M	-4%	121k	46.54	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.8	$4.7M	+8%	113k	41.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$4.5M	+4%	6.6k	684.93	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$4.1M	+42%	19k	212.07	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.6	$4.1M		67k	60.81	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.5	$3.9M	+10%	172k	22.90	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$3.5M		29k	123.26	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$3.2M	+29%	47k	67.22	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$2.8M	-11%	40k	71.41	View chart
Ishares Tr S&p 100 Etf (OEF)	1.1	$2.8M	+5%	8.1k	342.96	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.8	$2.0M		19k	101.67	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$1.9M		20k	95.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$1.8M	-46%	9.2k	198.61	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$1.5M	+52%	6.0k	250.33	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$1.4M	+6%	43k	33.30	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.5	$1.4M		37k	38.56	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.5	$1.4M		26k	52.77	View chart
Abbvie (ABBV)	0.4	$1.2M		5.1k	228.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$1.2M	+2%	14k	81.17	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$1.1M	+2%	22k	50.01	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$705k		2.8k	251.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$696k		1.1k	614.40	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$664k		3.0k	219.75	View chart
Ge Aerospace Com New (GE)	0.2	$648k		2.1k	307.99	View chart
Coca-Cola Company (KO)	0.2	$632k		9.0k	69.91	View chart
CVS Caremark Corporation (CVS)	0.2	$611k	-21%	7.7k	79.36	View chart
Abbott Laboratories (ABT)	0.2	$593k		4.7k	125.30	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$585k	+11%	2.7k	214.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$548k		1.6k	335.20	View chart
NVIDIA Corporation (NVDA)	0.2	$528k		2.8k	186.50	View chart
Exxon Mobil Corporation (XOM)	0.2	$521k		4.3k	120.34	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$509k		7.3k	69.42	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$493k		3.2k	154.14	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$487k		3.3k	148.97	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$404k		5.4k	75.05	View chart
Baxter International (BAX)	0.2	$404k		21k	19.11	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$399k		1.4k	277.01	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$375k	+2%	3.9k	96.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$373k	NEW	5.0k	74.07	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.1	$348k		5.9k	58.90	View chart
Microsoft Corporation (MSFT)	0.1	$343k		710.00	483.50	View chart
Ge Vernova (GEV)	0.1	$340k		520.00	653.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$333k		1.1k	313.72	View chart
Wal-Mart Stores (WMT)	0.1	$331k		3.0k	111.41	View chart
Philip Morris International (PM)	0.1	$331k		2.1k	160.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$305k	-29%	2.7k	113.94	View chart
Amazon (AMZN)	0.1	$281k		1.2k	230.82	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$275k	+2%	2.8k	98.49	View chart
JPMorgan Chase & Co. (JPM)	0.1	$271k		840.00	322.19	View chart
Johnson & Johnson (JNJ)	0.1	$270k		1.3k	206.98	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$259k	+100%	1.8k	144.01	View chart
Apple (AAPL)	0.1	$258k		950.00	271.87	View chart
Oracle Corporation (ORCL)	0.1	$241k		1.2k	194.95	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$219k		9.5k	23.02	View chart
Emcor (EME)	0.1	$203k		332.00	612.25	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$201k	NEW	2.3k	86.23	View chart

Past Filings by BCU Wealth Advisors

SEC 13F filings are viewable for BCU Wealth Advisors going back to 2023

BCU Wealth Advisors 2025 Q4 filed Jan. 30, 2026
BCU Wealth Advisors 2025 Q3 filed Oct. 16, 2025
BCU Wealth Advisors 2025 Q2 filed July 18, 2025
BCU Wealth Advisors 2025 Q1 filed April 17, 2025
BCU Wealth Advisors 2024 Q4 filed Jan. 30, 2025
BCU Wealth Advisors 2024 Q3 filed Nov. 7, 2024
BCU Wealth Advisors 2024 Q2 filed Aug. 1, 2024
BCU Wealth Advisors 2024 Q1 filed May 3, 2024
BCU Wealth Advisors 2023 Q4 restated filed May 2, 2024
BCU Wealth Advisors 2023 Q4 filed Feb. 9, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z