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Latest BCU Wealth Advisors, LLC Stock Portfolio

BCU Wealth Advisors, LLC Performance:
2026 Q1: -0.57%YTD: -0.57%2025: 14.82%
Performance for 2026 Q1 is -0.57%, and YTD is -0.57%, and 2025 is 14.82%.

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

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, BCU Wealth Advisors, LLC reported an equity portfolio of $268.2 Millions as of 31 Mar, 2026.

The top stock holdings of BCU Wealth Advisors, LLC are DFAC, DFAC, DFAC. The fund has invested 44.3% of it's portfolio in DIMENSIONAL ETF TRUST and 14.2% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off ISHARES TR (IJR), ISHARES TR (AAXJ) and ORACLE CORP (ORCL) stocks. They significantly reduced their stock positions in ISHARES GOLD TR (IAU), BLACKROCK ETF TRUST II (HYMU) and BLACKROCK ETF TRUST (BECO). BCU Wealth Advisors, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), ISHARES TR (AAXJ) and ISHARES TR (IJR).

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

Our best estimate is that BCU Wealth Advisors, LLC made a return of -0.57% in the last quarter. In trailing 12 months, it's portfolio return was 14.9%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust1,103,490
blackrock etf trust1,030,160
ishares tr304,732
New stocks bought by BCU Wealth Advisors, LLC

Additions

Ticker% Inc.
ishares tr738
ishares tr533
ishares tr30.04
blackrock etf trust7.44
ishares tr5.77
ishares tr5.68
ishares tr5.53
blackrock etf trust5.45
Additions to existing portfolio by BCU Wealth Advisors, LLC

Reductions

Ticker% Reduced
ishares gold tr-66.29
blackrock etf trust ii-16.58
blackrock etf trust-12.04
ishares inc-6.8
ishares tr-5.73
ishares tr-5.5
coca cola co-4.21
dimensional etf trust-3.21
BCU Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-2,786,550
ishares tr-374,887
ishares tr-584,601
oracle corp-241,342
BCU Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

BCU Wealth Advisors, LLC has about 96.3% of it's holdings in Others sector.

Sector%
Others96.3
Healthcare1.1

Market Cap. Distribution

BCU Wealth Advisors, LLC has about 2.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED96.3
MEGA-CAP2.2

Stocks belong to which Index?

About 2.9% of the stocks held by BCU Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others96.4
S&P 5002.9
Top 5 Winners (%)%
XOM
exxon mobil corp
41.0 %
ge vernova inc
33.6 %
EME
emcor group inc
20.8 %
JNJ
johnson & johnson
18.0 %
WMT
walmart inc
11.6 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
1.2 M
DFAC
dimensional etf trust
0.5 M
XOM
exxon mobil corp
0.2 M
DFAC
dimensional etf trust
0.1 M
AAXJ
ishares tr
0.1 M
Top 5 Losers (%)%
BX
blackstone inc
-25.4 %
MSFT
microsoft corp
-23.5 %
ABT
abbott laboratories
-18.0 %
BAX
baxter intl inc
-12.1 %
AOA
ishares tr
-10.0 %
Top 5 Losers ($)$
DFAC
dimensional etf trust
-2.2 M
IJR
ishares tr
-0.3 M
IJR
ishares tr
-0.2 M
BECO
blackrock etf trust
-0.2 M
BX
blackstone inc
-0.1 M

BCU Wealth Advisors, LLC Holdings Map

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

Current Stock Holdings of BCU Wealth Advisors, LLC

BCU Wealth Advisors, LLC has 60 stocks in it's portfolio. About 82.9% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for BCU Wealth Advisors, LLC last quarter.

Last Reported on: 21 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions