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Latest BCU Wealth Advisors, LLC Stock Portfolio

BCU Wealth Advisors, LLC Performance:
2025 Q4: 2.04%YTD: 14.73%2024: 9.48%
Performance for 2025 Q4 is 2.04%, and YTD is 14.73%, and 2024 is 9.48%.

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

On 2026-01-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, BCU Wealth Advisors, LLC reported an equity portfolio of $261.3 Millions as of 31 Dec, 2025.

The top stock holdings of BCU Wealth Advisors, LLC are DFAC, DFAC, DFAC. The fund has invested 44% of it's portfolio in DIMENSIONAL ETF TRUST and 14.3% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off ISHARES TR (AMPS) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), ISHARES TR (AAXJ) and CVS HEALTH CORP (CVS). BCU Wealth Advisors, LLC opened new stock positions in VANGUARD BD INDEX FDS (BIV) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), ISHARES TR (IBCE) 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 2.04% in the last quarter. In trailing 12 months, it's portfolio return was 14.73%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard bd index fds372,775
ishares tr200,750
New stocks bought by BCU Wealth Advisors, LLC

Additions

Ticker% Inc.
select sector spdr tr100
ishares tr52.78
ishares tr42.21
ishares inc29.64
ishares tr11.55
dimensional etf trust10.5
dimensional etf trust8.74
dimensional etf trust7.52
Additions to existing portfolio by BCU Wealth Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-46.11
ishares tr-29.42
cvs health corp-21.07
ishares tr-11.89
ishares tr-4.28
ishares tr-1.96
ishares tr-1.81
ishares tr-0.73
BCU Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-279,753
ishares tr-226,778
BCU Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

BCU Wealth Advisors, LLC has about 96.6% of it's holdings in Others sector.

Sector%
Others96.6
Healthcare1.2

Market Cap. Distribution

BCU Wealth Advisors, LLC has about 3.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED96.6
MEGA-CAP2
LARGE-CAP1.3

Stocks belong to which Index?

About 3.2% of the stocks held by BCU Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others96.7
S&P 5003.2
Top 5 Winners (%)%
GOOG
alphabet inc
28.9 %
JNJ
johnson & johnson
11.6 %
IAU
ishares gold tr
11.4 %
WMT
walmart inc
8.1 %
AAPL
apple inc
6.8 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
2.9 M
DFAC
dimensional etf trust
1.8 M
DFAC
dimensional etf trust
0.4 M
AAXJ
ishares tr
0.2 M
IAU
ishares gold tr
0.1 M
Top 5 Losers (%)%
XLB
select sector spdr tr
-41.8 %
ORCL
oracle corp
-30.7 %
BAX
baxter intl inc
-16.0 %
BX
blackstone inc
-9.8 %
MSFT
microsoft corp
-6.6 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-0.2 M
DFAC
dimensional etf trust
-0.2 M
ORCL
oracle corp
-0.1 M
DFAC
dimensional etf trust
-0.1 M
BAX
baxter intl 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 61 stocks in it's portfolio. About 82.4% of the portfolio is in top 10 stocks. XLB 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: 30 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions