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CIK: 0002003570
Total reported value
$301.1M
$301.1M
50 檔
46.3%
In Q1 2025, BCU Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $301.1M, distributed across 50 disclosed stock positions.
During Q1 2025, BCU Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 43.71% | +0.38% | +17.52% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 13.55% | -0.30% | +3.96% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 6.71% | -0.27% | +4.42% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.32% | -0.10% | +10.48% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.19% | -0.17% | +3.58% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.76% | +0.45% | +17.41% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.31% | +1.33% | +17.96% | |
| 8 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.82% | -0.05% | -7.05% | |
| 9 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.50% | +0.04% | +11.39% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.42% | +0.13% | +18.95% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.36% | -0.52% | +18.39% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.29% | +0.08% | +18.01% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.23% | -0.58% | +8.98% | |
| 14 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.19% | +0.04% | +16.41% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 1.05% | -0.06% | +15.13% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.80% | -0.28% | +19.50% | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.65% | -0.28% | +12.76% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.60% | — | +18.47% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.02% | +0.63% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.45% | — | +19.15% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.42% | — | +15.91% | |
| 22 | BAX | Baxter International Inc | Stock-Healthcare | 0.39% | +0.02% | +8.40% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.38% | +0.01% | +0.09% | |
| 24 | CVS | Cvs Health CORP | Stock-Healthcare | 0.36% | +0.06% | -4.14% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.34% | -0.01% | -4.91% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | -0.04% | +0.31% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.30% | -0.03% | +0.34% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.28% | -0.34% | +17.55% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.03% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.07% | — | |
| 31 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.25% | -0.04% | +0.21% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.23% | -0.01% | -25.57% | |
| 33 | GE | General Electric | Stock-Industrials | 0.22% | +0.08% | +0.14% | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.20% | -0.04% | +0.31% | |
| 35 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.18% | -0.03% | +0.24% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | — | +0.25% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.17% | — | +0.34% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.17% | — | +15.83% | |
| 39 | DSTL | Distillate US Fundamental St | ETF-Other | 0.17% | -0.03% | +0.24% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.16% | -0.06% | +0.40% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.02% | — | |
| 42 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.16% | +0.01% | +0.07% | |
| 43 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.15% | -0.01% | +3.68% | |
| 44 | IFRA | Ishares US Infrastructure | ETF-Other | 0.13% | — | +24.77% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +0.01% | — | |
| 46 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.12% | -0.04% | +7.62% | |
| 47 | IAU | Ishares Gold Trust | ETF-Commodities | 0.12% | -0.03% | -35.71% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.03% | +0.16% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.01% | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | +0.01% | — |
According to official SEC Form 13F filings, BCU Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $301.1M across 50 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFSD) accounted for 46.3% of total reported equity market value during Q1 2025.
During Q1 2025, BCU Wealth Advisors, LLC's top holdings by market value included DFAC (43.7%)、DFIC (13.6%)、DFSD (6.7%). The largest single position, DFAC, represented 43.7% of total portfolio value.
In Q1 2025, BCU Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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