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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 73.84% of BCU Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$5.9M), GOVT, EFG, IVV, BLCR, IDEF, DFSD, DFCF, IUSB, MUB.
Started 3 new stock positions in BLCR, IDEF, MUB.
Reduced shares in these 10 stocks: OEF, IAU, ITA, DYNF, DFEM, DFIC, EMB, , IVE, BINC.
Sold out of its positions in OEF, EMB, ITA, ORCL.
BCU Wealth Advisors was a net buyer of stock by $8.3M.
BCU Wealth Advisors has $268M in assets under management (AUM), dropping by 2.64%.
Central Index Key (CIK): 0002003570

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

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Portfolio Holdings for BCU Wealth Advisors

BCU Wealth Advisors holds 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	44.3	$119M	+5%	3.1M	38.86	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	14.2	$38M		1.1M	35.53	View chart
Dimensional Etf Trust Short Duration F (DFSD)	6.7	$18M	+3%	374k	47.88	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.5	$12M	-3%	347k	34.55	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.2	$11M	+4%	265k	42.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.2	$5.9M	+5%	128k	46.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$5.6M	+30%	8.5k	653.17	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.8	$4.8M	+2%	116k	41.72	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.5	$4.0M		170k	23.65	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.4	$3.9M	-5%	18k	211.14	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.3	$3.4M	-12%	59k	58.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$3.4M	+5%	30k	113.11	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$3.1M	-6%	44k	69.75	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$2.9M		39k	74.35	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.7	$2.0M		20k	100.72	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$2.0M	+4%	21k	94.95	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$1.9M	+533%	17k	111.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$1.8M	+3%	9.5k	191.81	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$1.8M	+738%	80k	22.91	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$1.5M	+7%	47k	32.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$1.5M	+5%	6.3k	239.98	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.5	$1.4M	+5%	39k	36.22	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$1.2M	+5%	24k	50.04	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$1.1M	-16%	22k	51.93	View chart
Abbvie (ABBV)	0.4	$1.1M		5.1k	217.51	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.4	$1.1M	NEW	27k	41.06	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.4	$1.0M	NEW	32k	32.72	View chart
Exxon Mobil Corporation (XOM)	0.3	$735k		4.3k	169.66	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$665k		2.8k	236.38	View chart
Coca-Cola Company (KO)	0.2	$659k	-4%	8.7k	76.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$655k		1.1k	577.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$651k		3.0k	215.10	View chart
Ge Aerospace Com New (GE)	0.2	$597k		2.1k	283.82	View chart
CVS Caremark Corporation (CVS)	0.2	$555k		7.7k	71.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$524k		1.6k	320.75	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$511k		7.3k	70.18	View chart
NVIDIA Corporation (NVDA)	0.2	$494k		2.8k	174.40	View chart
Abbott Laboratories (ABT)	0.2	$488k		4.7k	102.67	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$463k		3.3k	141.43	View chart
Ge Vernova (GEV)	0.2	$454k		520.00	873.67	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$422k	-66%	4.8k	88.16	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$406k		5.4k	75.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$373k		5.1k	73.64	View chart
Wal-Mart Stores (WMT)	0.1	$370k		3.0k	124.28	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$368k		3.2k	114.99	View chart
Baxter International (BAX)	0.1	$355k		21k	16.80	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$349k	-2%	1.4k	248.93	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.1	$343k		5.9k	57.88	View chart
Philip Morris International (PM)	0.1	$342k		2.1k	165.30	View chart
Johnson & Johnson (JNJ)	0.1	$320k		1.3k	244.37	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$305k	NEW	2.9k	106.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$304k		1.1k	286.79	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$268k	-5%	2.6k	101.81	View chart
Microsoft Corporation (MSFT)	0.1	$263k		710.00	370.08	View chart
Amazon (AMZN)	0.1	$254k		1.2k	208.27	View chart
JPMorgan Chase & Co. (JPM)	0.1	$248k		844.00	294.00	View chart
Emcor (EME)	0.1	$245k		332.00	739.27	View chart
Apple (AAPL)	0.1	$241k		950.00	253.83	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$239k		1.8k	132.88	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$213k		2.3k	91.35	View chart

Past Filings by BCU Wealth Advisors

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

BCU Wealth Advisors 2026 Q1 filed April 21, 2026
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

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