Bcu Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 16, 2026, Bcu Wealth Advisors, Llc disclosed 64 stock positions valued at approximately $309.34M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 64
- Portfolio Value
- $309.34M
Holdings by Sector
Bcu Wealth Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 45.90% | 3,194,584 | +161,547 | +5.33% | $141,999,262 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 14.59% | 1,199,623 | +75,359 | +6.70% | $45,117,817 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 6.48% | 431,344 | +26,881 | +6.65% | $20,045,435 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 4.68% | 364,723 | +40,617 | +12.53% | $14,486,782 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 4.00% | 308,184 | +22,527 | +7.89% | $12,364,322 |
| ISHARES TR | IVV | Other | 3.45% | 13,928 | +201 | +1.46% | $10,666,815 |
| ISHARES TR | IUSB | Other | 2.70% | 189,424 | +16,579 | +9.59% | $8,351,722 |
| DIMENSIONAL ETF TRUST | DFIP | Other | 1.75% | 138,902 | +11,266 | +8.83% | $5,425,510 |
| ISHARES TR | IVW | Other | 1.41% | 30,751 | +19 | +0.06% | $4,374,703 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.34% | 59,971 | +46 | +0.08% | $4,153,582 |
| ISHARES TR | IVE | Other | 1.12% | 15,228 | -151 | -0.98% | $3,476,218 |
| ISHARES TR | EFG | Other | 0.64% | 16,464 | -1,425 | -7.97% | $1,972,908 |
| ISHARES INC | IEMG | Other | 0.61% | 23,400 | -5,756 | -19.74% | $1,899,173 |
| ISHARES TR | GOVT | Other | 0.61% | 86,649 | +1,978 | +2.34% | $1,895,012 |
| BLACKROCK ETF TRUST | BAI | Other | 0.56% | 37,017 | -288 | -0.77% | $1,746,855 |
| BLACKROCK ETF TRUST | BLCR | Other | 0.54% | 34,325 | +5,950 | +20.97% | $1,680,573 |
| ISHARES TR | TLH | Other | 0.49% | 16,546 | +208 | +1.27% | $1,525,021 |
| ISHARES TR | EFV | Other | 0.48% | 18,621 | -1,452 | -7.23% | $1,473,655 |
| BLACKROCK ETF TRUST | IALT | Other | 0.46% | 47,750 | +1,120 | +2.40% | $1,425,813 |
| ABBVIE INC | ABBV | Healthcare | 0.44% | 5,155 | +21 | +0.41% | $1,348,429 |
| BLACKROCK ETF TRUST | THRO | Other | 0.38% | 26,899 | -118 | -0.44% | $1,183,038 |
| BLACKROCK ETF TRUST | CORO | Other | 0.38% | 32,483 | +32,483 | +100.00% | $1,180,757 |
| ISHARES TR | MBB | Other | 0.37% | 12,631 | -8,634 | -40.60% | $1,131,977 |
| BLACKROCK ETF TRUST | IDEF | Other | 0.33% | 33,007 | -314 | -0.94% | $1,030,729 |
| ISHARES TR | MTUM | Other | 0.31% | 3,029 | -1,894 | -38.47% | $961,180 |
| INVESCO QQQ TR | QQQ | Other | 0.26% | 1,085 | +1 | +0.09% | $802,929 |
| COCA COLA CO | KO | Consumer Defensive | 0.24% | 8,704 | -25 | -0.29% | $749,207 |
| ISHARES TR | ACWX | Other | 0.24% | 9,633 | +9,633 | +100.00% | $728,447 |
| GE AEROSPACE | GE | Industrials | 0.23% | 2,320 | -62 | -2.60% | $724,388 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.23% | 4,346 | -10 | -0.23% | $707,348 |
Showing 30 of 64 holdings in the latest reporting period.