BCM Advisors LLC Investment Activity Analysis: Q2 Portfolio Shifts Revealed

BCM Advisors, Llc significantly reshaped its investment portfolio during the second quarter ending June 30, 2026. The firm managed a substantial total portfolio value of $505 million, demonstrating active management through changes in specific holdings.

Prominent Purchases Observed

Several key transactions stood out during this period:

• SCHD (Schwab U.S. Dividend): BCM Advisors dramatically increased its position in the SCHD ETF by over 148,000 shares, representing a significant purchase.
• GLDM (World Gold Trust): The investor acquired approximately 14,354 additional shares of GLDM, boosting its portfolio allocation from an unknown level to 0.52%, indicating a strategic move into gold exposure.
• VXUS (Vanguard Total International Stock ETF): BCM Advisors initiated a new position in VXUS by purchasing all 15,578 shares held at the end of this quarter, suggesting an allocation to international equities.
• AVUV (American Century ETF Trust): A brand-new purchase was noted for AVUV, adding it to BCM's portfolio with a current allocation of just under 0.17% ($426k).
• VGSH (Vanguard Short-Term Treasury ETF): The investor significantly bolstered their short-term treasury exposure by buying all 8,310 additional shares held at the end of this quarter.

Notable Sales and Share Reductions

In contrast to these additions, BCM Advisors also divested from certain holdings:

• DFAU (Dimensional US Core Equity Market ETF): The firm reduced its stake in DFAU by over 39,000 shares (-3.3%), impacting the allocation of this core equity holding.
• IEF (Ishares 7-10 Year Treasury ETF): BCM Advisors sold all remaining IEF shares following a substantial reduction of nearly 54% in its holdings during the quarter.
• DGRW (WisdomTree US Quality Dividend Gr ETF): The position saw a moderate decrease, reducing by over 11,000 shares (-2.99%) and slightly lowering its portfolio allocation.

Additional Portfolio Activity

The BCM Advisors' portfolio also experienced other noteworthy changes:

• CATH (S&P500 Catholic Values ETF): The investor reduced their position in CATH by nearly 3,300 shares (-3.08%), impacting the allocation of this thematic equity holding.
• GLD (SPDR Gold Share ETF): BCM Advisors continued its trend into precious metals but scaled back slightly from GLD, reducing holdings by over 3,800 shares (-1.99%) and maintaining a significant allocation at around 13.7%.

These changes reflect BCM's active management approach during Q2 2026. The firm appears to be balancing its portfolio with strategic additions across different asset classes, sectors, and geographies while also making targeted adjustments to specific holdings like DFAU and IEF.