Bcu Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Bcu Wealth Advisors, LLCInvestment ActivityBcu Wealth Advisors, LLC has $247.21 million in total holdings as of September 30, 2025.Bcu Wealth Advisors, LLC owns shares of 61 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 6.70% of the portfolio was purchased this quarter.About 2.15% of the portfolio was sold this quarter.This quarter, Bcu Wealth Advisors, LLC has purchased 56 new stocks and bought additional shares in 39 stocks.Bcu Wealth Advisors, LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $108,744,192Dimensional International Core Equity 2 ETF $34,239,036Dimensional Short-Duration Fixed Income ETF $16,156,240Dimensional Emerging Markets Core Equity 2 ETF $10,903,685Dimensional Core Fixed Income ETF $10,066,689 Largest New Holdings this Quarter 464288760 - iShares U.S. Aerospace & Defense ETF $510,804 Holding02079K107 - Alphabet $258,326 Holding037833100 - Apple $241,870 Holding478160104 - Johnson & Johnson $240,660 Holding29084Q100 - EMCOR Group $215,728 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 117,153 shares (about $4.52M)Dimensional International Core Equity 2 ETF 64,431 shares (about $2.11M)Dimensional Short-Duration Fixed Income ETF 27,480 shares (about $1.32M)iShares S&P 100 ETF 3,844 shares (about $1.28M)BLACKROCK ETF TRUST 31,885 shares (about $1.09M) Largest Sales this Quarter iShares MSCI EAFE Growth ETF 14,822 shares (about $1.69M)iShares Core Total USD Bond Market ETF 26,274 shares (about $1.23M)iShares U.S. Technology ETF 5,490 shares (about $1.08M)iShares S&P 500 Growth ETF 3,348 shares (about $404.17K)Microsoft 485 shares (about $251.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBcu Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$108,744,192$4,518,592 ▲4.3%2,819,39844.0%ETFDFICDimensional International Core Equity 2 ETF$34,239,036$2,112,691 ▲6.6%1,044,19213.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$16,156,240$1,324,262 ▲8.9%335,2616.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,903,685$293,953 ▲2.8%339,9974.4%ETFDFCFDimensional Core Fixed Income ETF$10,066,689$710,244 ▲7.6%235,4234.1%ETFIUSBiShares Core Total USD Bond Market ETF$5,901,440$1,227,260 ▼-17.2%126,3422.4%ManufacturingDFIPDimensional Inflation-Protected Securities ETF$4,384,735$290,584 ▲7.1%103,8301.8%ETFIVViShares Core S&P 500 ETF$4,216,568$202,797 ▲5.1%6,3001.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$3,878,323$539,077 ▲16.1%65,5121.6%ETFDFARDimensional US Real Estate ETF$3,718,821$429,918 ▲13.1%155,9261.5%ETFIVWiShares S&P 500 Growth ETF$3,511,991$404,171 ▼-10.3%29,0921.4%ETFQUALiShares MSCI USA Quality Factor ETF$3,320,579$214,538 ▼-6.1%17,0721.3%ETFEFViShares MSCI EAFE Value ETF$3,057,879$174,253 ▼-5.4%45,0821.2%ETFIVEiShares S&P 500 Value ETF$2,820,336$367,179 ▲15.0%13,6571.1%ETFOEFiShares S&P 100 ETF$2,560,225$1,279,447 ▲99.9%7,6921.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,393,602$155,043 ▲6.9%36,3111.0%ETFTLHiShares 10-20 Year Treasury Bond ETF$2,001,652$367,579 ▲22.5%19,4350.8%ETFMBBiShares MBS ETF$1,900,300$145,672 ▼-7.1%19,9720.8%ETFBLACKROCK ETF TRUST$1,388,239$1,089,200 ▲364.2%40,6390.6%ISHARES A I INNOBINCiShares Flexible Income Active ETF$1,383,670$52,282 ▲3.9%25,9890.6%ETFBTHMBlackRock Future U.S. Themes ETF$1,371,990$110,588 ▲8.8%36,2390.6%ETFABBVAbbVie$1,165,829$6,946 ▲0.6%5,0350.5%MedicalIAGGiShares Core International Aggregate Bond ETF$1,112,306$121,876 ▲12.3%21,7120.4%ETFIAUiShares Gold Trust$1,013,104$715,184 ▲240.1%13,9220.4%FinanceMTUMiShares MSCI USA Momentum Factor ETF$1,006,404$280,583 ▲38.7%3,9240.4%ETFCVSCVS Health$735,091$4,297 ▲0.6%9,7510.3%MedicalMGCVanguard Mega Cap ETF$682,803$976 ▲0.1%2,7970.3%ETFQQQInvesco QQQ$678,984$600 ▲0.1%1,1310.3%FinanceVIGVanguard Dividend Appreciation ETF$648,124$1,727 ▲0.3%3,0030.3%ETFGEGE Aerospace$631,812$903 ▲0.1%2,1000.3%AerospaceABTAbbott Laboratories$631,361$2,143 ▲0.3%4,7140.3%MedicalKOCocaCola$599,9050.0%9,0460.2%Consumer StaplesBXBlackstone$546,720$119,595 ▼-17.9%3,2000.2%FinanceVTIVanguard Total Stock Market ETF$534,217$984 ▲0.2%1,6280.2%ETFNVDANVIDIA$528,0210.0%2,8300.2%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$510,804$510,804 ▲New Holding2,4410.2%ETFDGROiShares Core Dividend Growth ETF$496,952$86,048 ▲20.9%7,3000.2%ETFXOMExxon Mobil$488,2080.0%4,3300.2%EnergyBAXBaxter International$478,055$2,619 ▲0.6%20,9950.2%MedicalESGUiShares ESG Aware MSCI USA ETF$469,320$874 ▲0.2%3,2230.2%ManufacturingEFGiShares MSCI EAFE Growth ETF$431,955$1,687,961 ▼-79.6%3,7930.2%ETFSPHQInvesco S&P 500 Quality ETF$394,024$953 ▲0.2%5,3760.2%ETFIWYiShares Russell Top 200 Growth ETF$393,778$274 ▼-0.1%1,4390.2%ETFMSFTMicrosoft$367,611$251,115 ▼-40.6%7100.1%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$362,379$13,802 ▲4.0%3,8070.1%ETFORCLOracle$347,868$562 ▲0.2%1,2370.1%Computer and TechnologyDSTLDistillate U.S. Fundamental Stability & Value ETF$342,177$695 ▲0.2%5,9040.1%ETFPMPhilip Morris International$333,851$649 ▲0.2%2,0580.1%Consumer StaplesGE VERNOVA INC$319,6770.0%5200.1%COMWMTWalmart$306,488$515 ▲0.2%2,9740.1%Retail/WholesaleSTIPiShares 0-5 Year TIPS Bond ETF$279,753$12,711 ▲4.8%2,7070.1%ETFICVTiShares Convertible Bond ETF$271,306$7,603 ▼-2.7%2,7120.1%ETFAMZNAmazon.com$267,2170.0%1,2170.1%Retail/WholesaleJPMJPMorgan Chase & Co.$263,816$947 ▲0.4%8360.1%FinanceGOOGAlphabet$258,326$258,326 ▲New Holding1,0610.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$252,801$282 ▲0.1%8970.1%ETFAAPLApple$241,870$241,870 ▲New Holding9500.1%Computer and TechnologyJNJJohnson & Johnson$240,660$240,660 ▲New Holding1,2980.1%MedicalIYWiShares U.S. Technology ETF$226,778$1,075,139 ▼-82.6%1,1580.1%ManufacturingGOVTiShares U.S. Treasury Bond ETF$217,400$162 ▼-0.1%9,4030.1%ETFEMEEMCOR Group$215,728$215,728 ▲New Holding3320.1%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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