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 72.86% of BCU Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DFAC, DFIC, DFSD, OEF, BAI, IAU, DFCF, DYNF, ITA, DFAR.
- Started 5 new stock positions in JNJ, GOOG, AAPL, ITA, EME.
- Reduced shares in these 10 stocks: EFG, IUSB, IYW, IVW, MSFT, QUAL, EFV, MBB, BX, ICVT.
- BCU Wealth Advisors was a net buyer of stock by $11M.
- BCU Wealth Advisors has $247M in assets under management (AUM), dropping by 11.01%.
- 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 September 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 | $109M | +4% | 2.8M | 38.57 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 13.8 | $34M | +6% | 1.0M | 32.79 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 6.5 | $16M | +8% | 335k | 48.19 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 4.4 | $11M | +2% | 340k | 32.07 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 4.1 | $10M | +7% | 235k | 42.76 |
|
| Ishares Tr Core Total Usd (IUSB) | 2.4 | $5.9M | -17% | 126k | 46.71 |
|
| Dimensional Etf Trust Inflation Prote (DFIP) | 1.8 | $4.4M | +7% | 104k | 42.23 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $4.2M | +5% | 6.3k | 669.30 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.6 | $3.9M | +16% | 66k | 59.20 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 1.5 | $3.7M | +13% | 156k | 23.85 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $3.5M | -10% | 29k | 120.72 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.3 | $3.3M | -6% | 17k | 194.50 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.2 | $3.1M | -5% | 45k | 67.83 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.1 | $2.8M | +14% | 14k | 206.51 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.0 | $2.6M | +99% | 7.7k | 332.84 |
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $2.4M | +6% | 36k | 65.92 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.8 | $2.0M | +22% | 19k | 102.99 |
|
| Ishares Tr Mbs Etf (MBB) | 0.8 | $1.9M | -7% | 20k | 95.15 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.6 | $1.4M | +364% | 41k | 34.16 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $1.4M | +3% | 26k | 53.24 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.6 | $1.4M | +8% | 36k | 37.86 |
|
| Abbvie (ABBV) | 0.5 | $1.2M | 5.0k | 231.54 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.4 | $1.1M | +12% | 22k | 51.23 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $1.0M | +240% | 14k | 72.77 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $1.0M | +38% | 3.9k | 256.47 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $735k | 9.8k | 75.39 |
|
|
| Vanguard World Mega Cap Index (MGC) | 0.3 | $683k | 2.8k | 244.12 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $679k | 1.1k | 600.34 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $648k | 3.0k | 215.83 |
|
|
| Ge Aerospace Com New (GE) | 0.3 | $632k | 2.1k | 300.86 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $631k | 4.7k | 133.93 |
|
|
| Coca-Cola Company (KO) | 0.2 | $600k | 9.0k | 66.32 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $547k | -17% | 3.2k | 170.85 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $534k | 1.6k | 328.14 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $528k | 2.8k | 186.58 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $511k | NEW | 2.4k | 209.26 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $497k | +20% | 7.3k | 68.08 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $488k | 4.3k | 112.75 |
|
|
| Baxter International (BAX) | 0.2 | $478k | 21k | 22.77 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $469k | 3.2k | 145.62 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $432k | -79% | 3.8k | 113.88 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $394k | 5.4k | 73.29 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $394k | 1.4k | 273.65 |
|
|
| Microsoft Corporation (MSFT) | 0.1 | $368k | -40% | 710.00 | 517.76 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $362k | +3% | 3.8k | 95.19 |
|
| Oracle Corporation (ORCL) | 0.1 | $348k | 1.2k | 281.22 |
|
|
| Etf Ser Solutions Distillate Us (DSTL) | 0.1 | $342k | 5.9k | 57.96 |
|
|
| Philip Morris International (PM) | 0.1 | $334k | 2.1k | 162.22 |
|
|
| Ge Vernova (GEV) | 0.1 | $320k | 520.00 | 614.76 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $307k | 3.0k | 103.06 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $280k | +4% | 2.7k | 103.34 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $271k | -2% | 2.7k | 100.04 |
|
| Amazon (AMZN) | 0.1 | $267k | 1.2k | 219.57 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $264k | 836.00 | 315.57 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $258k | NEW | 1.1k | 243.47 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $253k | 897.00 | 281.83 |
|
|
| Apple (AAPL) | 0.1 | $242k | NEW | 950.00 | 254.60 |
|
| Johnson & Johnson (JNJ) | 0.1 | $241k | NEW | 1.3k | 185.41 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $227k | -82% | 1.2k | 195.84 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $217k | 9.4k | 23.12 |
|
|
| Emcor (EME) | 0.1 | $216k | NEW | 332.00 | 649.78 |
|
Past Filings by BCU Wealth Advisors
SEC 13F filings are viewable for BCU Wealth Advisors going back to 2023
- 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