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CIK: 0002003570
Total reported value
$309.3M
$309.3M
63 檔
71.4%
According to the latest 13F quarterly dataset, BCU Wealth Advisors, LLC managed an equity portfolio of $309.3M at the end of Q2 2026, spanning 63 distinct U.S. exchange-listed positions.
In Q2 2026, BCU Wealth Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 36 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 | 44.69% | +1.21% | -0.83% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 13.91% | +0.68% | +4.77% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 6.41% | +0.07% | +8.15% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.37% | +0.31% | -6.57% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.00% | — | +7.79% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.41% | +0.04% | +60.62% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.65% | +0.05% | +35.44% | |
| 8 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.75% | — | +10.03% | |
| 9 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.54% | -1.54% | EXIT | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.40% | +0.01% | +2.42% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.35% | -0.01% | +2.24% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.16% | -0.04% | -16.20% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.80% | -0.19% | -33.55% | |
| 14 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.74% | -0.10% | +5.46% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 0.67% | -0.30% | +3.53% | |
| 16 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.65% | -0.09% | -19.99% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.64% | -0.03% | +6.03% | |
| 18 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.56% | -0.25% | -22.36% | |
| 19 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.54% | -0.05% | -16.79% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.51% | -0.03% | -48.98% | |
| 21 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.47% | +0.07% | +5.58% | |
| 22 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 0.43% | +0.03% | — | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.01% | +0.88% | |
| 24 | INRO | Ishares US In Ro Act Etf-usd | ETF-Other | 0.39% | -0.17% | — | |
| 25 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.39% | -0.01% | -30.49% | |
| 26 | IGOV | Ishares International Treasu | ETF-Other | 0.37% | -0.17% | — | |
| 27 | IDEF | Ishares Def Industrials Act | ETF-Other | 0.35% | -0.02% | +5.83% | |
| 28 | GE | General Electric | Stock-Industrials | 0.30% | -0.07% | +13.16% | |
| 29 | CVS | Cvs Health CORP | Stock-Healthcare | 0.27% | -0.06% | +0.35% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | -0.01% | -4.41% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.24% | — | +0.74% | |
| 32 | GEV | GE Vernova Inc | Stock-Industrials | 0.23% | -0.05% | +12.50% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | -0.01% | -12.55% | |
| 34 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.21% | — | -19.42% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.02% | +7.74% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | — | +0.18% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.20% | EXIT | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.16% | -0.02% | -77.38% | |
| 39 | BAX | Baxter International Inc | Stock-Healthcare | 0.15% | +0.01% | +0.05% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.14% | +0.01% | +0.55% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.14% | -0.05% | +37.30% | |
| 42 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.14% | -0.01% | -63.55% | |
| 43 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.14% | -0.01% | +0.14% | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.13% | — | -27.51% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | -0.01% | +3.11% | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.13% | -0.02% | — | |
| 47 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.13% | — | -28.91% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.13% | +0.01% | +4.66% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.13% | — | +0.87% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.12% | — | +1.01% |
According to official SEC Form 13F filings, BCU Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $309.3M across 63 disclosed positions in Q2 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 71.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
IALT
市值: $1.3M
Top Position Liquidated / Trimmed
IAGG
前期市值: $1.2M
During Q2 2026, BCU Wealth Advisors, LLC's top holdings by market value included DFAC (44.7%)、DFIC (13.9%)、DFSD (6.4%). The largest single position, DFAC, represented 44.7% of total portfolio value.
In Q2 2026, BCU Wealth Advisors, LLC made 65 total portfolio adjustments, initiating 5 new buys, adding to 36 positions, trimming 22 holdings, and fully liquidating 2 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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