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CIK: 0002003570
Total reported value
$301.1M
$301.1M
60 檔
65.8%
The Q1 2026 SEC filing reveals that BCU Wealth Advisors, LLC held a total portfolio value of $301.1M, covering 60 public equity positions.
In Q1 2026, BCU Wealth Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 32 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 | 44.31% | +0.38% | +5.26% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 14.21% | -0.30% | -0.97% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 6.68% | -0.27% | +3.85% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.47% | -0.10% | -3.21% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.17% | -0.17% | +4.70% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.20% | +0.45% | +5.53% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.08% | +1.33% | +30.04% | |
| 8 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.80% | -0.05% | +2.74% | |
| 9 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.50% | +0.04% | -1.32% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.44% | -0.28% | -5.50% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.27% | +0.08% | -12.04% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.27% | +0.13% | +5.20% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.14% | -0.34% | -6.80% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.09% | -0.58% | -0.95% | |
| 15 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.74% | -0.20% | +1.77% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 0.73% | -0.06% | +4.74% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.70% | +0.04% | +533.66% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.68% | -0.52% | +3.70% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.68% | -0.04% | +738.22% | |
| 20 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.57% | +0.08% | +7.44% | |
| 21 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.57% | -0.01% | +5.77% | |
| 22 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.52% | -0.13% | +5.45% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.44% | -0.44% | EXIT | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.42% | -0.28% | -16.58% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.02% | +0.55% | |
| 26 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.41% | +0.06% | — | |
| 27 | IDEF | Ishares Def Industrials Act | ETF-Other | 0.38% | -0.03% | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.07% | — | |
| 29 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.25% | -0.04% | +0.18% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | -0.01% | -4.21% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | +0.03% | +0.09% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | -0.03% | +0.23% | |
| 33 | GE | General Electric | Stock-Industrials | 0.22% | +0.08% | +0.10% | |
| 34 | CVS | Cvs Health CORP | Stock-Healthcare | 0.21% | +0.06% | +0.39% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | — | — | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.19% | -0.06% | -0.70% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.02% | — | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.18% | -0.04% | +0.42% | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.17% | -0.04% | — | |
| 40 | GEV | GE Vernova Inc | Stock-Industrials | 0.17% | +0.06% | — | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.16% | -0.03% | -66.29% | |
| 42 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.15% | -0.03% | +0.30% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | -0.02% | +0.64% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.03% | +0.13% | |
| 45 | BX | Blackstone Inc | Stock-Financials | 0.14% | -0.02% | — | |
| 46 | BAX | Baxter International Inc | Stock-Healthcare | 0.13% | +0.02% | +0.05% | |
| 47 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.13% | +0.01% | -2.71% | |
| 48 | DSTL | Distillate US Fundamental St | ETF-Other | 0.13% | -0.03% | +0.20% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.13% | — | +0.29% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | -0.01% | +0.38% |
According to official SEC Form 13F filings, BCU Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $301.1M across 60 disclosed positions in Q1 2026.
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 65.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
BLCR
市值: $1.1M
Top Position Liquidated / Trimmed
OEF
前期市值: $2.8M
During Q1 2026, BCU Wealth Advisors, LLC's top holdings by market value included DFAC (44.3%)、DFIC (14.2%)、DFSD (6.7%). The largest single position, DFAC, represented 44.3% of total portfolio value.
In Q1 2026, BCU Wealth Advisors, LLC made 52 total portfolio adjustments, initiating 3 new buys, adding to 32 positions, trimming 13 holdings, and fully liquidating 4 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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