BCU Wealth Advisors, LLC
Sector Allocation
- Other96.5%$298.6M
- Healthcare1.1%$3.3M
- Technology0.7%$2.0M
- Industrials0.5%$1.5M
- Consumer Staples0.5%$1.5M
- Financials0.5%$1.4M
- Energy0.2%$707,348
- Consumer Discretionary0.1%$314,676
AUM History
13fpro.ai/research/fund/bcu-wealth-advisors-llc-2003570
Conviction and streaks
Concentrating · top 10 = 86.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- DIMENSIONAL$142.0M
- DIMENSIONAL$45.1M
- DIMENSIONAL$20.0M
- DIMENSIONAL$14.5M
- DIMENSIONAL$12.4M
- ISHARES$10.7M
- ISHARES$8.4M
- DIMENSIONAL$5.4M
- ISHARES$4.4M
- BLACKROCK$4.2M
- ISHARES$3.5M
- ISHARES$2.0M
- ISHARES$1.9M
- ISHARES$1.9M
- BLACKROCK$1.7M
- BLACKROCK$1.7M
- ISHARES$1.5M
- ISHARES$1.5M
- BLACKROCK$1.4M
ABBV
$1.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bcu-wealth-advisors-llc-2003570
BCU Wealth Advisors, LLC 13F holdings — Q3 2026
$309.3M portfolio (+2.7% QoQ) · 64 holdings · Q3 2026 13F · top 10 are 86% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$142.0M
45.9% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$45.1M
14.6% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF
$20.0M
6.5% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$14.5M
4.7% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
$12.4M
4.0% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE S&P500 ETF
$10.7M
3.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CORE UNIVRSL USD
$8.4M
2.7% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - INFLATION PROTE
$5.4M
1.8% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - S&P 500 GRWT ETF
$4.4M
1.4% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
BLACKROCK ETF TRUST - ISHARES US EQUIT
$4.2M
1.3% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $142.0M | 45.9% | +5% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $45.1M | 14.6% | +7% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $20.0M | 6.5% | +7% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $14.5M | 4.7% | +13% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $12.4M | 4.0% | +8% | — | — | — | — | |
| 6 | ISHARES TR - CORE S&P500 ETF | $10.7M | 3.5% | +1% | — | — | — | — | |
| 7 | ISHARES TR - CORE UNIVRSL USD | $8.4M | 2.7% | +10% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - INFLATION PROTE | $5.4M | 1.8% | +9% | — | — | — | — | |
| 9 | ISHARES TR - S&P 500 GRWT ETF | $4.4M | 1.4% | +0.1% | — | — | — | — | |
| 10 | BLACKROCK ETF TRUST - ISHARES US EQUIT | $4.2M | 1.3% | +0.1% | — | — | — | — |
All holdings — BCU Wealth Advisors, LLC (Q3 2026)
64 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - S&P 500 VAL ETFetf/fund | — | $3.5M | 1.1% | 15K | -1.0% | — | — | 13F |
| 12 | — | ISHARES TR - EAFE GRWTH ETFetf/fund | — | $2.0M | 0.6% | 16K | -8% | — | — | 13F |
| 13 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $1.9M | 0.6% | 23K | -20% | — | — | 13F |
| 14 | — | ISHARES TR - US TREAS BD ETFetf/fund | — | $1.9M | 0.6% | 87K | +2% | — | — | 13F |
| 15 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETFetf/fund | — | $1.7M | 0.6% | 37K | -0.8% | — | — | 13F |
| 16 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETFetf/fund | — | $1.7M | 0.5% | 34K | +21% | — | — | 13F |
| 17 | — | ISHARES TR - 10-20 YR TRS ETFetf/fund | — | $1.5M | 0.5% | 17K | +1% | — | — | 13F |
| 18 | — | ISHARES TR - EAFE VALUE ETFetf/fund | — | $1.5M | 0.5% | 19K | -7% | — | — | 13F |
| 19 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETFetf/fund | — | $1.4M | 0.5% | 48K | +2% | — | — | 13F |
| 20 | AbbVie Inc. | Healthcare | $1.3M | 0.4% | 5,155 | +0.4% | 8+ qtrs | 72.6 | 13F | |
| 21 | — | BLACKROCK ETF TRUST - ISHA US THEM ETFetf/fund | — | $1.2M | 0.4% | 27K | -0.4% | — | — | 13F |
| 22 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETFetf/fund | — | $1.2M | 0.4% | 32K | New | — | — | 13F |
| 23 | — | ISHARES TR - MBS ETFetf/fund | — | $1.1M | 0.4% | 13K | -41% | — | — | 13F |
| 24 | — | BLACKROCK ETF TRUST - ISHARES DEFENSEetf/fund | — | $1.0M | 0.3% | 33K | -0.9% | — | — | 13F |
| 25 | — | ISHARES TR - MSCI USA MMENTMetf/fund | — | $961K | 0.3% | 3,029 | -38% | — | — | 13F |
| 26 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $803K | 0.3% | 1,085 | +0.1% | |||
| 27 | $KO | COCA COLA CO | Consumer Staples | $749K | 0.2% | 8,704 | -0.3% | |||
| 28 | — | ISHARES TR - MSCI ACWI EX US | — | $728K | 0.2% | 9,633 | New | |||
| 29 | $GE | GENERAL ELECTRIC CO | Industrials | $724K | 0.2% | 2,320 | -3% | |||
| 30 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $707K | 0.2% | 4,346 | -0.2% | |||
| 31 | — | BLACKROCK ETF TRUST - ISHA U S IND ETF | — | $692K | 0.2% | 19K | -41% | |||
| 32 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | — | $688K | 0.2% | 14K | New | |||
| 33 | $NVDA | NVIDIA CORP | Technology | $670K | 0.2% | 2,932 | -4% | |||
| 34 | — | VANGUARD WORLD FD - MRNGSTR CAP ETF | — | $641K | 0.2% | 2,269 | +0.1% | |||
| 35 | $CVS | CVS HEALTH Corp | Healthcare | $640K | 0.2% | 7,472 | -4% | |||
| 36 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $619K | 0.2% | 2,654 | +0.3% | |||
| 37 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $615K | 0.2% | 1,642 | +0.3% | |||
| 38 | — | ISHARES TR - INTL TREA BD ETF | — | $605K | 0.2% | 15K | -44% | |||
| 39 | $GEV | GE Vernova Inc. | Industrials | $556K | 0.2% | 585 | — | |||
| 40 | $BAX | BAXTER INTERNATIONAL INC | Healthcare | $488K | 0.2% | 20K | -4% | |||
| 41 | $ABT | ABBOTT LABORATORIES | Healthcare | $474K | 0.1% | 4,795 | +0.4% | |||
| 42 | — | ISHARES TR - MSCI USA QLT FCT | — | $435K | 0.1% | 1,957 | -9% | |||
| 43 | $IAU | ISHARES GOLD TRUST | Financials | $430K | 0.1% | 5,512 | +10% | |||
| 44 | — | ISHARES TR - RUS TP200 GR ETF | — | $414K | 0.1% | 1,404 | +0.1% | |||
| 45 | $PM | Philip Morris International Inc. | Consumer Staples | $398K | 0.1% | 2,088 | — | |||
| 46 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $396K | 0.1% | 7,795 | -2% | |||
| 47 | — | ISHARES TR - CORE DIV GRWTH | — | $392K | 0.1% | 5,197 | -2% | |||
| 48 | — | ISHARES TR - ESG AWR MSCI USA | — | $389K | 0.1% | 2,329 | +0.1% | |||
| 49 | $GOOG | Alphabet Inc. | Technology | $368K | 0.1% | 1,081 | -1% | |||
| 50 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $363K | 0.1% | 5,169 | +1% | |||
| 51 | — | ETF SER SOLUTIONS - DISTILLATE US | — | $360K | 0.1% | 5,623 | +9% | |||
| 52 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $353K | 0.1% | 1,803 | +0.1% | |||
| 53 | $JNJ | JOHNSON & JOHNSON | Healthcare | $351K | 0.1% | 1,325 | -0.1% | |||
| 54 | $AAPL | Apple Inc. | Technology | $347K | 0.1% | 1,043 | -4% | |||
| 55 | $IVZ | Invesco Ltd. | Financials | $338K | 0.1% | 4,025 | +0.1% | |||
| 56 | $BX | Blackstone Inc. | Financials | $333K | 0.1% | 2,968 | -4% | |||
| 57 | $INTC | INTEL CORP | Technology | $329K | 0.1% | 2,737 | -0.7% | |||
| 58 | $AMZN | AMAZON COM INC | Consumer Discretionary | $315K | 0.1% | 1,263 | -2% | |||
| 59 | $MSFT | MICROSOFT CORP | Technology | $312K | 0.1% | 609 | -4% | |||
| 60 | $JPM | JPMORGAN CHASE & CO | Financials | $310K | 0.1% | 938 | -0.2% | |||
| 61 | $WMT | Walmart Inc. | Consumer Staples | $307K | 0.1% | 2,956 | -0.5% | |||
| 62 | — | ISHARES TR - NATIONAL MUN ETF | — | $291K | 0.1% | 2,876 | -27% | |||
| 63 | $EME | EMCOR Group, Inc. | Industrials | $251K | 0.1% | 333 | — | |||
| 64 | — | ISHARES TR - CONV BD ETF | — | $240K | 0.1% | 2,126 | +0.1% |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 28 added to, 30 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
- BLACKROCK ETF TRUST - ISHA IN CTRY ETF$1.2M
first bought this quarter
- ISHARES TR - MSCI ACWI EX US$728K
first bought this quarter
- BLACKROCK ETF TRUST II - ISHA GLO USD ETF$688K
first bought this quarter
Added to (28)
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF+5%
now $142.0M
- DIMENSIONAL ETF TRUST - INTL CORE EQUITY+7%
now $45.1M
- DIMENSIONAL ETF TRUST - EMERGING MKTS CO+13%
now $14.5M
- DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF+7%
now $20.0M
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF+8%
now $12.4M
- ISHARES TR - CORE UNIVRSL USD+10%
now $8.4M
+22 more in the Excel export
Trimmed (30)
- ISHARES TR - MBS ETF-41%
now $1.1M
- ISHARES TR - MSCI USA MMENTM-38%
now $961K
- BLACKROCK ETF TRUST - ISHA U S IND ETF-41%
now $692K
- ISHARES TR - INTL TREA BD ETF-44%
now $605K
- ISHARES INC - CORE MSCI EMKT-20%
now $1.9M
- ISHARES TR - EAFE GRWTH ETF-8%
now $2.0M
+24 more in the Excel export
Sold out (2)
- DIMENSIONAL ETF TRUST - US REAL ESTA ETFwas $4.6M
- ISHARES TR - SYSTEMATIC BD ETwas $203K
Holdings by quarter
Every 13F BCU Wealth Advisors, LLC has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow BCU Wealth Advisors?
Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BCU Wealth Advisors's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.4%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 11% over the last 4
Top 10 weight
86%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BCU Wealth Advisors, LLC disclosed 64 positions worth $309.3M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 3 new positions and exited 2. The portfolio is most concentrated in Other (96.5% of disclosed assets). All figures are sourced directly from BCU Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2003570.
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