Latest BCU Wealth Advisors, LLC Stock Portfolio

BCU Wealth Advisors, LLC Performance:
2025 Q2: 2.05%YTD: 1.99%2024: 1.93%

Performance for 2025 Q2 is 2.05%, and YTD is 1.99%, and 2024 is 1.93%.

About BCU Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, BCU Wealth Advisors, LLC reported an equity portfolio of $222.7 Millions as of 30 Jun, 2025.

The top stock holdings of BCU Wealth Advisors, LLC are DFAC, DFAC, DFAC. The fund has invested 43.5% of it's portfolio in DIMENSIONAL ETF TRUST and 13.7% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off ISHARES INC (EMGF), ISHARES TR (IJR) and APPLE INC (AAPL) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AAXJ) and ISHARES TR (AGT). BCU Wealth Advisors, LLC opened new stock positions in ISHARES TR (AAXJ), BLACKROCK ETF TRUST (BECO) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (EMGF), ISHARES TR (IJR) and VANGUARD INDEX FDS (VB).

BCU Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that BCU Wealth Advisors, LLC made a return of 2.05% in the last quarter. In trailing 12 months, it's portfolio return was 2.7%.
202420250510152025Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
ishares tr1,611,990
blackrock etf trust1,185,460
ishares tr1,171,120
ishares tr987,723
microsoft corp594,243
blackstone inc583,362
ge vernova inc274,986
oracle corp270,101

New stocks bought by BCU Wealth Advisors, LLC

Additions

Ticker% Inc.
ishares inc239
ishares tr47.77
vanguard index fds32.65
ishares tr26.91
ishares tr20.84
walmart inc19.52
ishares tr19.12
ishares tr18.71

Additions to existing portfolio by BCU Wealth Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-46.99
ishares tr-18.44
ishares tr-16.83
cvs health corp-4.45
ishares tr-4.03
baxter intl inc-3.87
ishares tr-2.64
ishares tr-0.02

BCU Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares inc-1,154,140
ishares tr-815,493
ishares tr-254,677
apple inc-734,987
johnson & johnson-208,162

BCU Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

BCU Wealth Advisors, LLC has about 96.4% of it's holdings in Others sector.

99%
Sector%
Others96.4
Healthcare1.3

Market Cap. Distribution

BCU Wealth Advisors, LLC has about 3.4% of it's portfolio invested in the large-cap and mega-cap stocks.

97%
Category%
UNALLOCATED96.4
MEGA-CAP1.9
LARGE-CAP1.5

Stocks belong to which Index?

About 3.4% of the stocks held by BCU Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

97%
Index%
Others96.4
S&P 5003.4
Top 5 Winners (%)%
AMPS
ishares tr
1017.1 %
NVDA
nvidia corporation
45.8 %
ORCL
oracle corp
40.1 %
GE
ge aerospace
28.6 %
IJR
ishares tr
22.0 %
Top 5 Winners ($)$
AMPS
ishares tr
2.3 M
IJR
ishares tr
0.5 M
IJR
ishares tr
0.3 M
IJR
ishares tr
0.2 M
NVDA
nvidia corporation
0.1 M
Top 5 Losers (%)%
BAX
baxter intl inc
-11.5 %
ABBV
abbvie inc
-11.3 %
XOM
exxon mobil corp
-9.4 %
KO
coca cola co
-1.2 %
Top 5 Losers ($)$
ABBV
abbvie inc
-0.1 M
BAX
baxter intl inc
-0.1 M
XOM
exxon mobil corp
0.0 M
KO
coca cola co
0.0 M

BCU Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

DFACDFACDFACDFACDFACACWFDFACIJRIJRIBCEDFACBECOAAXJIJRAA..EM..AA..AA..HYMUBECOIJRIJRAGTA..I..C..K..A..V..Q..B..E..M..BX..GE..VB..XO..N..A..A..C..P..A..A..A..W....O..A..A..

Current Stock Holdings of BCU Wealth Advisors, LLC

BCU Wealth Advisors, LLC has 56 stocks in it's portfolio. About 82.1% of the portfolio is in top 10 stocks. ABBV proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for BCU Wealth Advisors, LLC last quarter.

Last Reported on: 18 Jul, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of DIMENSIONAL ETF TRUST Position Held By BCU Wealth Advisors, LLC

What % of Portfolio is DFAC?:

No data available

Number of DFAC shares held:

No data available

Change in No. of Shares Held:

No data available