Bcu Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Bcu Wealth Advisors, LLCInvestment ActivityBcu Wealth Advisors, LLC has $268.24 million in total holdings as of March 31, 2026.Bcu Wealth Advisors, LLC owns shares of 60 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.66% of the portfolio was purchased this quarter.About 2.56% of the portfolio was sold this quarter.This quarter, Bcu Wealth Advisors, LLC has purchased 61 new stocks and bought additional shares in 32 stocks.Bcu Wealth Advisors, LLC sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $118,856,133Dimensional International Core Equity 2 ETF $38,125,878Dimensional Short-Duration Fixed Income ETF $17,906,721Dimensional Emerging Markets Core Equity 2 ETF $11,985,724Dimensional Core Fixed Income ETF $11,189,229 Largest New Holdings this Quarter 09290C855 - BLACKROCK ETF TRUST $1,103,488 Holding09290C699 - BLACKROCK ETF TRUST $1,030,156 Holding464288414 - iShares National Muni Bond ETF $304,732 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 152,857 shares (about $5.94M)iShares U.S. Treasury Bond ETF 70,330 shares (about $1.61M)iShares MSCI EAFE Growth ETF 14,286 shares (about $1.59M)iShares Core S&P 500 ETF 1,974 shares (about $1.29M)BLACKROCK ETF TRUST 26,875 shares (about $1.10M) Largest Sales this Quarter iShares Gold Trust 9,420 shares (about $830.47K)iShares U.S. Equity Factor Rotation Active ETF 8,022 shares (about $466.72K)Dimensional Emerging Markets Core Equity 2 ETF 11,522 shares (about $398.08K)Dimensional International Core Equity 2 ETF 10,557 shares (about $375.09K)iShares S&P 500 Value ETF 1,069 shares (about $225.71K) 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$118,856,133$5,940,022 â–²5.3%3,058,57344.3%ETFDFICDimensional International Core Equity 2 ETF$38,125,878$375,090 â–¼-1.0%1,073,06214.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$17,906,721$663,425 â–²3.8%373,9926.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$11,985,724$398,085 â–¼-3.2%346,9104.5%ETFDFCFDimensional Core Fixed Income ETF$11,189,229$501,827 â–²4.7%265,0224.2%ETFIUSBiShares Core Total USD Bond Market ETF$5,894,692$308,827 â–²5.5%127,6182.2%ManufacturingIVViShares Core S&P 500 ETF$5,582,024$1,289,365 â–²30.0%8,5462.1%ETFDFIPDimensional Inflation-Protected Securities ETF$4,839,511$129,207 â–²2.7%116,0001.8%ETFDFARDimensional US Real Estate ETF$4,021,408$53,614 â–¼-1.3%170,0391.5%ETFIVEiShares S&P 500 Value ETF$3,875,133$225,713 â–¼-5.5%18,3531.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$3,410,071$466,723 â–¼-12.0%58,6121.3%ETFIVWiShares S&P 500 Growth ETF$3,393,853$167,628 â–²5.2%30,0051.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,060,234$223,132 â–¼-6.8%43,8741.1%ETFEFViShares MSCI EAFE Value ETF$2,924,987$28,178 â–¼-1.0%39,3411.1%ETFTLHiShares 10-20 Year Treasury Bond ETF$1,977,577$34,346 â–²1.8%19,6340.7%ETFMBBiShares MBS ETF$1,950,267$88,303 â–²4.7%20,5400.7%ETFEFGiShares MSCI EAFE Growth ETF$1,889,209$1,591,065 â–²533.7%16,9630.7%ETFQUALiShares MSCI USA Quality Factor ETF$1,829,832$65,214 â–²3.7%9,5400.7%ETFGOVTiShares U.S. Treasury Bond ETF$1,829,513$1,611,251 â–²738.2%79,8570.7%ETFBLACKROCK ETF TRUST$1,536,400$106,363 â–²7.4%46,6280.6%ISHARES A I INNOMTUMiShares MSCI USA Momentum Factor ETF$1,521,693$83,032 â–²5.8%6,3410.6%ETFBTHMBlackRock Future U.S. Themes ETF$1,407,735$72,694 â–²5.4%38,8660.5%ETFIAGGiShares Core International Aggregate Bond ETF$1,181,641$63,551 â–²5.7%23,6140.4%ETFBINCiShares Flexible Income Active ETF$1,131,917$224,961 â–¼-16.6%21,7970.4%ETFABBVAbbVie$1,106,893$6,090 â–²0.6%5,0890.4%MedicalBLACKROCK ETF TRUST$1,103,488$1,103,488 â–²New Holding26,8750.4%ISHARES LARGE CABLACKROCK ETF TRUST$1,030,156$1,030,156 â–²New Holding31,4840.4%ISHARES DEFENSEXOMExxonMobil$734,6280.0%4,3300.3%EnergyMGCVanguard Mega Cap ETF$664,692$1,182 â–²0.2%2,8120.2%ETFKOCocaCola$658,944$28,974 â–¼-4.2%8,6650.2%Consumer StaplesQQQInvesco QQQ$654,737$577 â–²0.1%1,1340.2%FinanceVIGVanguard Dividend Appreciation ETF$651,094$1,506 â–²0.2%3,0270.2%ETFGEGE Aerospace$597,431$568 â–²0.1%2,1050.2%AerospaceCVSCVS Health$554,888$2,155 â–²0.4%7,7260.2%MedicalVTIVanguard Total Stock Market ETF$524,1020.0%1,6340.2%ETFDGROiShares Core Dividend Growth ETF$510,982$3,579 â–¼-0.7%7,2810.2%ETFNVDANVIDIA$493,5520.0%2,8300.2%Computer and TechnologyABTAbbott Laboratories$487,580$2,053 â–²0.4%4,7490.2%MedicalESGUiShares ESG Aware MSCI USA ETF$462,7700.0%3,2720.2%ManufacturingGE VERNOVA INC$454,3100.0%5200.2%COMIAUiShares Gold Trust$422,286$830,466 â–¼-66.3%4,7900.2%FinanceSPHQInvesco S&P 500 Quality ETF$406,416$1,203 â–²0.3%5,4050.2%ETFBNDVanguard Total Bond Market ETF$372,978$2,356 â–²0.6%5,0650.1%ETFWALMART INC$370,114$497 â–²0.1%2,9780.1%COMBXBlackstone$367,9680.0%3,2000.1%FinanceBAXBaxter International$355,229$185 â–²0.1%21,1450.1%MedicalIWYiShares Russell Top 200 Growth ETF$348,747$9,708 â–¼-2.7%1,4010.1%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$343,099$695 â–²0.2%5,9280.1%ETFPMPhilip Morris International$342,178$992 â–²0.3%2,0700.1%Consumer StaplesJNJJohnson & Johnson$319,635$1,222 â–²0.4%1,3080.1%MedicalMUBiShares National Muni Bond ETF$304,732$304,732 â–²New Holding2,8710.1%ETFGOOGAlphabet$304,2830.0%1,0610.1%Computer and TechnologyICVTiShares Convertible Bond ETF$267,753$16,289 â–¼-5.7%2,6300.1%ETFMSFTMicrosoft$262,7540.0%7100.1%Computer and TechnologyAMZNAmazon.com$253,4650.0%1,2170.1%Retail/WholesaleJPMJPMorgan Chase & Co.$248,137$1,176 â–²0.5%8440.1%FinanceEMEEMCOR Group$245,4380.0%3320.1%ConstructionAAPLApple$241,1390.0%9500.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$239,046$399 â–²0.2%1,7990.1%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$212,6670.0%2,3280.1%ETFOEFiShares S&P 100 ETF$0$2,786,552 â–¼-100.0%00.0%ETFITAiShares U.S. Aerospace & Defense ETF$0$584,601 â–¼-100.0%00.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$0$374,887 â–¼-100.0%00.0%ETFORCLOracle$0$241,342 â–¼-100.0%00.0%Computer and TechnologyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
