BCU Wealth Advisors

BCU Wealth Advisors as of June 30, 2026

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
Dimensional Etf Trust Intl Core Equity (DFIC) 13.9 $42M 1.1M 37.26
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 6.4 $19M 405k 47.75
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.4 $13M 324k 40.64
Dimensional Etf Trust Core Fixe In Etf (DFCF) 4.0 $12M 286k 42.21
Ishares Tr Core S&p500 Etf (IVV) 3.4 $10M 14k 748.91
Ishares Tr Core Univrsl Usd (IUSB) 2.6 $8.0M 173k 46.15
Dimensional Etf Trust Inflation Prote (DFIP) 1.7 $5.3M 128k 41.26
Dimensional Etf Trust Us Real Esta Etf (DFAR) 1.5 $4.6M 177k 26.16
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $4.2M 31k 137.53
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.4 $4.1M 60k 68.01
Ishares Tr S&p 500 Val Etf (IVE) 1.2 $3.5M 15k 227.06
Ishares Core Msci Emkt (IEMG) 0.8 $2.4M 29k 82.84
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $2.2M 18k 124.42
Ishares Tr Mbs Etf (MBB) 0.7 $2.0M 21k 94.52
Blackrock Etf Trust Isha I In Te Etf (BAI) 0.7 $2.0M 37k 52.72
Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $1.9M 85k 22.78
Ishares Tr Msci Usa Mmentm (MTUM) 0.6 $1.7M 4.9k 342.85
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $1.6M 16k 100.35
Ishares Tr Eafe Value Etf (EFV) 0.5 $1.5M 20k 76.55
Blackrock Etf Trust Isha La Core Etf (BLCR) 0.5 $1.4M 28k 50.37
Blackrock Etf Trust Isha Syst Al Etf (IALT) 0.4 $1.3M 47k 28.05
Abbvie (ABBV) 0.4 $1.3M 5.1k 251.65
Blackrock Etf Trust Isha U S Ind Etf (INRO) 0.4 $1.2M 32k 36.69
Blackrock Etf Trust Isha Us Them Etf (THRO) 0.4 $1.2M 27k 43.11
Ishares Tr Intl Trea Bd Etf (IGOV) 0.4 $1.1M 27k 41.03
Blackrock Etf Trust Ishares Defense (IDEF) 0.4 $1.1M 33k 31.78
Ge Aerospace Com New (GE) 0.3 $890k 2.4k 373.71
CVS Caremark Corporation (CVS) 0.3 $802k 7.8k 103.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $799k 1.1k 736.65
Coca-Cola Company (KO) 0.2 $709k 8.7k 81.27
Ge Vernova (GEV) 0.2 $687k 585.00 1174.30
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $626k 2.6k 236.66
Vanguard World Mega Cap Index (MGC) 0.2 $620k 2.3k 273.59
NVIDIA Corporation (NVDA) 0.2 $610k 3.0k 200.09
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $606k 1.6k 369.99
Exxon Mobil Corporation (XOM) 0.2 $596k 4.4k 136.72
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $474k 2.2k 219.44
Baxter International (BAX) 0.1 $451k 21k 21.32
Abbott Laboratories (ABT) 0.1 $433k 4.8k 90.73
Ishares Tr National Mun Etf (MUB) 0.1 $424k 3.9k 107.61
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.1 $416k 7.9k 52.34
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $408k 1.4k 290.58
Ishares Tr Core Div Grwth (DGRO) 0.1 $400k 5.3k 75.79
Alphabet Cap Stk Cl C (GOOG) 0.1 $387k 1.1k 353.25
Intel Corporation (INTC) 0.1 $385k 2.8k 139.64
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $381k 2.3k 163.65
Ishares Gold Tr Ishares New (IAU) 0.1 $379k 5.0k 75.51
Philip Morris International (PM) 0.1 $378k 2.1k 180.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $376k 5.1k 73.41
Blackstone Group Inc Com Cl A (BX) 0.1 $364k 3.1k 117.67
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $362k 4.0k 90.10
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $343k 1.8k 190.51
Johnson & Johnson (JNJ) 0.1 $337k 1.3k 254.05
Wal-Mart Stores (WMT) 0.1 $337k 3.0k 113.27
Apple (AAPL) 0.1 $314k 1.1k 289.38
Amazon (AMZN) 0.1 $308k 1.3k 238.34
JPMorgan Chase & Co. (JPM) 0.1 $308k 940.00 327.38
Etf Ser Solutions Distillate Us (DSTL) 0.1 $308k 5.1k 59.90
Emcor (EME) 0.1 $276k 333.00 828.85
Ishares Tr Conv Bd Etf (ICVT) 0.1 $258k 2.1k 121.71
Microsoft Corporation (MSFT) 0.1 $236k 632.00 372.78
Ishares Tr Systematic Bd Et (SYSB) 0.1 $203k 2.3k 88.72