Bcu Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Bcu Wealth Advisors, Llc disclosed 57 stock positions valued at approximately $301.08M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 57
- Portfolio Value
- $301.08M
Holdings by Sector
Bcu Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 44.69% | 3,033,037 | -25,536 | -0.83% | $134,545,505 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 13.91% | 1,124,264 | +51,202 | +4.77% | $41,890,057 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 6.41% | 404,463 | +30,471 | +8.15% | $19,313,104 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 4.37% | 324,106 | -22,804 | -6.57% | $13,171,660 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 4.00% | 285,657 | +20,635 | +7.79% | $12,057,562 |
| ISHARES TR | IVV | Other | 3.41% | 13,727 | +5,181 | +60.62% | $10,280,293 |
| ISHARES TR | IUSB | Other | 2.65% | 172,845 | +45,227 | +35.44% | $7,976,802 |
| DIMENSIONAL ETF TRUST | DFIP | Other | 1.75% | 127,636 | +11,636 | +10.03% | $5,265,639 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 1.54% | 177,401 | +7,362 | +4.33% | $4,640,793 |
| ISHARES TR | IVW | Other | 1.40% | 30,732 | +727 | +2.42% | $4,226,568 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.35% | 59,925 | +1,313 | +2.24% | $4,075,473 |
| ISHARES TR | IVE | Other | 1.16% | 15,379 | -2,974 | -16.20% | $3,492,007 |
| ISHARES INC | IEMG | Other | 0.80% | 29,156 | -14,718 | -33.55% | $2,415,312 |
| ISHARES TR | EFG | Other | 0.74% | 17,889 | +926 | +5.46% | $2,225,777 |
| ISHARES TR | MBB | Other | 0.67% | 21,265 | +725 | +3.53% | $2,009,935 |
| ISHARES TR | GOVT | Other | 0.64% | 84,671 | +4,814 | +6.03% | $1,928,814 |
| ISHARES TR | MTUM | Other | 0.56% | 4,923 | -1,418 | -22.36% | $1,687,847 |
| ISHARES TR | TLH | Other | 0.54% | 16,338 | -3,296 | -16.79% | $1,639,515 |
| ISHARES TR | EFV | Other | 0.51% | 20,073 | -19,268 | -48.98% | $1,536,578 |
| ABBVIE INC | ABBV | Healthcare | 0.43% | 5,134 | +45 | +0.88% | $1,291,980 |
| ISHARES TR | IGOV | Other | 0.37% | 27,129 | +27,129 | +100.00% | $1,113,103 |
| GE AEROSPACE | GE | Industrials | 0.30% | 2,382 | +277 | +13.16% | $890,167 |
| CVS HEALTH CORP | CVS | Healthcare | 0.27% | 7,753 | +27 | +0.35% | $802,085 |
| INVESCO QQQ TR | QQQ | Other | 0.27% | 1,084 | -50 | -4.41% | $798,532 |
| COCA COLA CO | KO | Consumer Defensive | 0.24% | 8,729 | +64 | +0.74% | $709,375 |
| GE VERNOVA INC | GEV | Utilities | 0.23% | 585 | +65 | +12.50% | $686,968 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.21% | 2,647 | -380 | -12.55% | $626,438 |
| VANGUARD WORLD FD | MGC | Other | 0.21% | 2,266 | -546 | -19.42% | $619,959 |
| NVIDIA CORPORATION | NVDA | Technology | 0.20% | 3,049 | +219 | +7.74% | $610,074 |
| VANGUARD INDEX FDS | VTI | Other | 0.20% | 1,637 | +3 | +0.18% | $605,670 |
Showing 30 of 57 holdings in the latest reporting period.