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CIK: 0002003570
Total reported value
$301.1M
$301.1M
56 檔
53.5%
As reported in its official Q2 2025 Form 13F filing, BCU Wealth Advisors, LLC's tracked investment portfolio stood at $301.1M with 56 total positions.
During Q2 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 | 43.49% | +0.38% | +6.08% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 13.68% | -0.30% | +4.46% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 6.64% | -0.27% | +13.37% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.41% | -0.10% | +5.34% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.15% | -0.17% | +14.14% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.17% | +0.45% | -2.64% | |
| 7 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.82% | -0.05% | +16.67% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.67% | +1.33% | -46.99% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.60% | +0.13% | +10.09% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.49% | -0.52% | +19.12% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.45% | +0.04% | +13.31% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.38% | +0.08% | +10.60% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.36% | -0.58% | +18.71% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.04% | -0.28% | +47.77% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.94% | +0.04% | -18.44% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | -0.34% | +239.52% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 0.91% | -0.06% | -0.02% | |
| 18 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.72% | -0.20% | — | |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.59% | -0.28% | +4.33% | |
| 20 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.53% | -0.13% | — | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.53% | — | — | |
| 22 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.52% | — | +6.74% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.44% | -0.44% | EXIT | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.02% | +0.66% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.31% | -0.01% | +26.91% | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 0.30% | +0.06% | -4.45% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.29% | -0.01% | — | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.29% | -0.04% | +3.92% | |
| 29 | BAX | Baxter International Inc | Stock-Healthcare | 0.28% | +0.02% | -3.87% | |
| 30 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.28% | -0.04% | +16.72% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.03% | +0.09% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.28% | -0.03% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.02% | — | |
| 34 | BX | Blackstone Inc | Stock-Financials | 0.26% | -0.02% | — | |
| 35 | GE | General Electric | Stock-Industrials | 0.24% | +0.08% | +0.14% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | — | +32.65% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.07% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.02% | — | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.20% | -0.04% | +0.19% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.17% | -0.06% | +20.84% | |
| 41 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.17% | -0.03% | +0.19% | |
| 42 | PM | Philip Morris International | Stock-Consumer Staples | 0.17% | — | +0.29% | |
| 43 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.16% | +0.01% | +0.14% | |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.15% | — | +2.55% | |
| 45 | DSTL | Distillate US Fundamental St | ETF-Other | 0.15% | -0.03% | +0.22% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | -0.03% | +19.52% | |
| 47 | GEV | GE Vernova Inc | Stock-Industrials | 0.12% | +0.06% | — | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.12% | — | — | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +0.01% | — | |
| 50 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.12% | — | — |
According to official SEC Form 13F filings, BCU Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $301.1M across 56 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFSD) accounted for 53.5% of total reported equity market value during Q2 2025.
During Q2 2025, BCU Wealth Advisors, LLC's top holdings by market value included DFAC (43.5%)、DFIC (13.7%)、DFSD (6.6%). The largest single position, DFAC, represented 43.5% of total portfolio value.
In Q2 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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