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 73.40% of BCU Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV, IUSB, DFIC, DFSD, IALT, INRO, IGOV, DFCF, DFIP, INTC.
- Started 5 new stock positions in IGOV, INRO, SYSB, INTC, IALT.
- Reduced shares in these 10 stocks: QUAL, EFV, IEMG, IAGG, DFAC, DFEM, BINC, IVE, THRO, BAI.
- Sold out of its positions in EFAV, IAGG.
- BCU Wealth Advisors was a net buyer of stock by $4.3M.
- BCU Wealth Advisors has $301M in assets under management (AUM), dropping by 12.24%.
- Central Index Key (CIK): 0002003570
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Portfolio Holdings for BCU Wealth Advisors
BCU Wealth Advisors holds 63 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 44.7 | $135M | 3.0M | 44.36 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 13.9 | $42M | +4% | 1.1M | 37.26 |
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| Dimensional Etf Trust Shor Dur Fix Etf (DFSD) | 6.4 | $19M | +8% | 405k | 47.75 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 4.4 | $13M | -6% | 324k | 40.64 |
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| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 4.0 | $12M | +7% | 286k | 42.21 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.4 | $10M | +60% | 14k | 748.91 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 2.6 | $8.0M | +35% | 173k | 46.15 |
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| Dimensional Etf Trust Inflation Prote (DFIP) | 1.7 | $5.3M | +10% | 128k | 41.26 |
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| Dimensional Etf Trust Us Real Esta Etf (DFAR) | 1.5 | $4.6M | +4% | 177k | 26.16 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $4.2M | +2% | 31k | 137.53 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.4 | $4.1M | +2% | 60k | 68.01 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.2 | $3.5M | -16% | 15k | 227.06 |
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| Ishares Core Msci Emkt (IEMG) | 0.8 | $2.4M | -33% | 29k | 82.84 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $2.2M | +5% | 18k | 124.42 |
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| Ishares Tr Mbs Etf (MBB) | 0.7 | $2.0M | +3% | 21k | 94.52 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.7 | $2.0M | -19% | 37k | 52.72 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $1.9M | +6% | 85k | 22.78 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.6 | $1.7M | -22% | 4.9k | 342.85 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $1.6M | -16% | 16k | 100.35 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $1.5M | -48% | 20k | 76.55 |
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| Blackrock Etf Trust Isha La Core Etf (BLCR) | 0.5 | $1.4M | +5% | 28k | 50.37 |
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| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 0.4 | $1.3M | NEW | 47k | 28.05 |
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| Abbvie (ABBV) | 0.4 | $1.3M | 5.1k | 251.65 |
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| Blackrock Etf Trust Isha U S Ind Etf (INRO) | 0.4 | $1.2M | NEW | 32k | 36.69 |
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| Blackrock Etf Trust Isha Us Them Etf (THRO) | 0.4 | $1.2M | -30% | 27k | 43.11 |
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| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.4 | $1.1M | NEW | 27k | 41.03 |
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| Blackrock Etf Trust Ishares Defense (IDEF) | 0.4 | $1.1M | +5% | 33k | 31.78 |
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| Ge Aerospace Com New (GE) | 0.3 | $890k | +13% | 2.4k | 373.71 |
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| CVS Caremark Corporation (CVS) | 0.3 | $802k | 7.8k | 103.45 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $799k | -4% | 1.1k | 736.65 |
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| Coca-Cola Company (KO) | 0.2 | $709k | 8.7k | 81.27 |
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| Ge Vernova (GEV) | 0.2 | $687k | +12% | 585.00 | 1174.30 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $626k | -12% | 2.6k | 236.66 |
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| Vanguard World Mega Cap Index (MGC) | 0.2 | $620k | -19% | 2.3k | 273.59 |
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| NVIDIA Corporation (NVDA) | 0.2 | $610k | +7% | 3.0k | 200.09 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $606k | 1.6k | 369.99 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $596k | 4.4k | 136.72 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $474k | -77% | 2.2k | 219.44 |
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| Baxter International (BAX) | 0.1 | $451k | 21k | 21.32 |
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| Abbott Laboratories (ABT) | 0.1 | $433k | 4.8k | 90.73 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $424k | +37% | 3.9k | 107.61 |
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| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.1 | $416k | -63% | 7.9k | 52.34 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $408k | 1.4k | 290.58 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $400k | -27% | 5.3k | 75.79 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $387k | +3% | 1.1k | 353.25 |
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| Intel Corporation (INTC) | 0.1 | $385k | NEW | 2.8k | 139.64 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $381k | -28% | 2.3k | 163.65 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $379k | +4% | 5.0k | 75.51 |
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| Philip Morris International (PM) | 0.1 | $378k | 2.1k | 180.94 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $376k | 5.1k | 73.41 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $364k | -3% | 3.1k | 117.67 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $362k | -25% | 4.0k | 90.10 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $343k | 1.8k | 190.51 |
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| Johnson & Johnson (JNJ) | 0.1 | $337k | 1.3k | 254.05 |
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| Wal-Mart Stores (WMT) | 0.1 | $337k | 3.0k | 113.27 |
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| Apple (AAPL) | 0.1 | $314k | +14% | 1.1k | 289.38 |
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| Amazon (AMZN) | 0.1 | $308k | +6% | 1.3k | 238.34 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $308k | +11% | 940.00 | 327.38 |
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| Etf Ser Solutions Distillate Us (DSTL) | 0.1 | $308k | -13% | 5.1k | 59.90 |
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| Emcor (EME) | 0.1 | $276k | 333.00 | 828.85 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $258k | -19% | 2.1k | 121.71 |
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| Microsoft Corporation (MSFT) | 0.1 | $236k | -10% | 632.00 | 372.78 |
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| Ishares Tr Systematic Bd Et (SYSB) | 0.1 | $203k | NEW | 2.3k | 88.72 |
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Past Filings by BCU Wealth Advisors
SEC 13F filings are viewable for BCU Wealth Advisors going back to 2023
- BCU Wealth Advisors 2026 Q2 filed July 14, 2026
- 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