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CIK: 0002003570
Total reported value
$301.1M
$301.1M
61 檔
59.8%
At the close of Q3 2025, BCU Wealth Advisors, LLC disclosed equity holdings valued at approximately $301.1M, spread across 61 reported holdings.
In Q3 2025, BCU Wealth Advisors, LLC displayed an active expansion posture, initiating 14 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 43.99% | +0.38% | +4.34% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 13.85% | -0.30% | +6.58% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 6.54% | -0.27% | +8.93% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.41% | -0.10% | +2.77% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.07% | -0.17% | +7.59% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.39% | +0.45% | -17.22% | |
| 7 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.77% | -0.05% | +7.10% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.71% | +1.33% | +5.05% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.57% | +0.08% | +16.14% | |
| 10 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.50% | +0.04% | +13.07% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.42% | +0.13% | -10.32% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.34% | -0.52% | -6.07% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.24% | -0.58% | -5.39% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.14% | -0.28% | +14.97% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.04% | — | +99.90% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.97% | -0.34% | +6.93% | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.81% | -0.20% | +22.49% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 0.77% | -0.06% | -7.12% | |
| 19 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.56% | +0.08% | +364.23% | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.56% | -0.28% | +3.93% | |
| 21 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.55% | -0.13% | +8.77% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | +0.02% | +0.60% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.45% | -0.44% | EXIT | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 0.41% | -0.03% | +240.06% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.41% | -0.01% | +38.66% | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 0.30% | +0.06% | +0.59% | |
| 27 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.28% | -0.04% | +0.14% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.03% | +0.09% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.26% | -0.03% | +0.27% | |
| 30 | GE | General Electric | Stock-Industrials | 0.26% | +0.08% | +0.14% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.26% | -0.04% | +0.34% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.24% | -0.01% | — | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.22% | -0.02% | -17.95% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | — | +0.18% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | +0.02% | — | |
| 36 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.21% | — | — | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.20% | -0.06% | +20.94% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.07% | — | |
| 39 | BAX | Baxter International Inc | Stock-Healthcare | 0.19% | +0.02% | +0.55% | |
| 40 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.19% | -0.04% | +0.19% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.17% | +0.04% | -79.62% | |
| 42 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.16% | -0.03% | +0.24% | |
| 43 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.16% | +0.01% | -0.07% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.02% | -40.59% | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.15% | — | +3.96% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.14% | — | +0.16% | |
| 47 | DSTL | Distillate US Fundamental St | ETF-Other | 0.14% | -0.03% | +0.20% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.14% | — | +0.19% | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.13% | +0.06% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.03% | +0.17% |
According to official SEC Form 13F filings, BCU Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $301.1M across 61 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFSD) accounted for 59.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
OEF
市值: $2.6M
Top Position Liquidated / Trimmed
EMXC
前期市值: $1.2M
During Q3 2025, BCU Wealth Advisors, LLC's top holdings by market value included DFAC (44.0%)、DFIC (13.8%)、DFSD (6.5%). The largest single position, DFAC, represented 44.0% of total portfolio value.
In Q3 2025, BCU Wealth Advisors, LLC made 49 total portfolio adjustments, initiating 14 new buys, adding to 24 positions, trimming 8 holdings, and fully liquidating 3 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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