Bcu Wealth Advisors, Llc Portfolio Stock Holdings
Bcu Wealth Advisors, Llc disclosed 63 stock positions valued at approximately $301.1 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 14, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 63
- Portfolio Value
- $301.1M
Holdings by Sector
Bcu Wealth Advisors, Llc Portfolio Holdings in Q2 2026
57 holdings in the latest reporting period.
Page 1 of 1
| 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 |
| EXXON MOBIL CORP | XOM | Energy | 0.20% | 4,356 | +26 | +0.60% | $595,552 |
| ISHARES TR | QUAL | Other | 0.16% | 2,158 | -7,382 | -77.38% | $473,550 |
| BAXTER INTL INC | BAX | Healthcare | 0.15% | 21,156 | +11 | +0.05% | $451,052 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.14% | 4,775 | +26 | +0.55% | $433,249 |
| ISHARES TR | MUB | Other | 0.14% | 3,942 | +1,071 | +37.30% | $424,205 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.14% | 7,944 | -13,853 | -63.55% | $415,766 |
| ISHARES TR | IWY | Other | 0.14% | 1,403 | +2 | +0.14% | $407,686 |
| ISHARES TR | DGRO | Other | 0.13% | 5,278 | -2,003 | -27.51% | $400,029 |
| ALPHABET INC | GOOG | Communication Services | 0.13% | 1,094 | +33 | +3.11% | $386,450 |
| INTEL CORP | INTC | Technology | 0.13% | 2,755 | +2,755 | +100.00% | $384,704 |
| ISHARES TR | ESGU | Other | 0.13% | 2,326 | -946 | -28.91% | $380,649 |
| ISHARES GOLD TR | IAU | Other | 0.13% | 5,013 | +223 | +4.66% | $378,532 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.13% | 2,088 | +18 | +0.87% | $377,799 |
| VANGUARD BD INDEX FDS | BND | Other | 0.12% | 5,116 | +51 | +1.01% | $375,577 |
| BLACKSTONE INC | BX | Financial Services | 0.12% | 3,095 | -105 | -3.28% | $364,189 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.12% | 4,020 | -1,385 | -25.62% | $362,202 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.11% | 1,801 | +2 | +0.11% | $343,110 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.11% | 1,326 | +18 | +1.38% | $336,868 |
| WALMART INC | WMT | Consumer Defensive | 0.11% | 2,971 | -7 | -0.24% | $336,517 |
| APPLE INC | AAPL | Technology | 0.10% | 1,086 | +136 | +14.32% | $314,264 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.10% | 1,293 | +76 | +6.24% | $308,174 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.10% | 940 | +96 | +11.37% | $307,740 |
| ETF SER SOLUTIONS | DSTL | Other | 0.10% | 5,136 | -792 | -13.36% | $307,671 |
| EMCOR GROUP INC | EME | Industrials | 0.09% | 333 | +1 | +0.30% | $276,007 |
| ISHARES TR | ICVT | Other | 0.09% | 2,123 | -507 | -19.28% | $258,395 |
| MICROSOFT CORP | MSFT | Technology | 0.08% | 632 | -78 | -10.99% | $235,594 |
| ISHARES TR | FIBR | Other | 0.07% | 2,283 | +2,283 | +100.00% | $202,537 |