Bcu Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Bcu Wealth Advisors, LLCInvestment ActivityBcu Wealth Advisors, LLC has $301.08 million in total holdings as of June 30, 2026.Bcu Wealth Advisors, LLC owns shares of 63 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.37% of the portfolio was purchased this quarter.About 3.93% of the portfolio was sold this quarter.This quarter, Bcu Wealth Advisors, LLC has purchased 60 new stocks and bought additional shares in 36 stocks.Bcu Wealth Advisors, LLC sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $134,545,505Dimensional International Core Equity 2 ETF $41,890,057Dimensional Short-Duration Fixed Income ETF $19,313,104Dimensional Emerging Markets Core Equity 2 ETF $13,171,660Dimensional Core Fixed Income ETF $12,057,562 Largest New Holdings this Quarter 09290C665 - BLACKROCK ETF TRUST $1,307,970 Holding09290C830 - BLACKROCK ETF TRUST $1,176,736 Holding464288117 - iShares International Treasury Bond ETF $1,113,103 Holding458140100 - Intel $384,704 Holding46435U796 - iShares U.S. Fixed Income Balanced Risk Systematic ETF $202,537 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 5,181 shares (about $3.88M)iShares Core Total USD Bond Market ETF 45,227 shares (about $2.09M)Dimensional International Core Equity 2 ETF 51,202 shares (about $1.91M)Dimensional Short-Duration Fixed Income ETF 30,471 shares (about $1.45M)BLACKROCK ETF TRUST 46,630 shares (about $1.31M) Largest Sales this Quarter iShares MSCI USA Quality Factor ETF 7,382 shares (about $1.62M)iShares MSCI EAFE Value ETF 19,268 shares (about $1.47M)iShares Core MSCI Emerging Markets ETF 14,718 shares (about $1.22M)Dimensional U.S. Core Equity 2 ETF 25,536 shares (about $1.13M)Dimensional Emerging Markets Core Equity 2 ETF 22,804 shares (about $926.75K) 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$134,545,505$1,132,777 â–¼-0.8%3,033,03744.7%ETFDFICDimensional International Core Equity 2 ETF$41,890,057$1,907,786 â–²4.8%1,124,26413.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$19,313,104$1,454,990 â–²8.1%404,4636.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$13,171,660$926,754 â–¼-6.6%324,1064.4%ETFDFCFDimensional Core Fixed Income ETF$12,057,562$871,002 â–²7.8%285,6574.0%ETFIVViShares Core S&P 500 ETF$10,280,293$3,880,105 â–²60.6%13,7273.4%ETFIUSBiShares Core Total USD Bond Market ETF$7,976,802$2,087,227 â–²35.4%172,8452.6%ManufacturingDFIPDimensional Inflation-Protected Securities ETF$5,265,639$480,045 â–²10.0%127,6361.7%ETFDFARDimensional US Real Estate ETF$4,640,793$192,589 â–²4.3%177,4011.5%ETFIVWiShares S&P 500 Growth ETF$4,226,568$99,984 â–²2.4%30,7321.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$4,075,473$89,297 â–²2.2%59,9251.4%ETFIVEiShares S&P 500 Value ETF$3,492,007$675,286 â–¼-16.2%15,3791.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,415,312$1,219,254 â–¼-33.5%29,1560.8%ETFEFGiShares MSCI EAFE Growth ETF$2,225,777$115,214 â–²5.5%17,8890.7%ETFMBBiShares MBS ETF$2,009,935$68,526 â–²3.5%21,2650.7%ETFBLACKROCK ETF TRUST$1,966,745$491,515 â–¼-20.0%37,3050.7%ISHA I IN TE ETFGOVTiShares U.S. Treasury Bond ETF$1,928,814$109,663 â–²6.0%84,6710.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,687,847$486,160 â–¼-22.4%4,9230.6%ETFTLHiShares 10-20 Year Treasury Bond ETF$1,639,515$330,753 â–¼-16.8%16,3380.5%ETFEFViShares MSCI EAFE Value ETF$1,536,578$1,474,956 â–¼-49.0%20,0730.5%ETFBLACKROCK ETF TRUST$1,429,258$75,555 â–²5.6%28,3750.5%ISHA LA CORE ETFBLACKROCK ETF TRUST$1,307,970$1,307,970 â–²New Holding46,6300.4%ISHA SYST AL ETFABBVAbbVie$1,291,980$11,324 â–²0.9%5,1340.4%MedicalBLACKROCK ETF TRUST$1,176,736$1,176,736 â–²New Holding32,0710.4%ISHA U S IND ETFBTHMBlackRock Future U.S. Themes ETF$1,164,720$510,818 â–¼-30.5%27,0170.4%ETFIGOViShares International Treasury Bond ETF$1,113,103$1,113,103 â–²New Holding27,1290.4%ETFBLACKROCK ETF TRUST$1,058,955$58,381 â–²5.8%33,3210.4%ISHARES DEFENSEGEGE Aerospace$890,167$103,516 â–²13.2%2,3820.3%AerospaceCVSCVS Health$802,085$2,793 â–²0.3%7,7530.3%MedicalQQQInvesco QQQ$798,532$36,833 â–¼-4.4%1,0840.3%FinanceKOCocaCola$709,375$5,201 â–²0.7%8,7290.2%Consumer StaplesGE VERNOVA INC$686,968$76,330 â–²12.5%5850.2%COMVIGVanguard Dividend Appreciation ETF$626,438$89,931 â–¼-12.6%2,6470.2%ETFMGCVanguard Mega Cap ETF$619,959$149,381 â–¼-19.4%2,2660.2%ETFNVDANVIDIA$610,074$43,820 â–²7.7%3,0490.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$605,670$1,110 â–²0.2%1,6370.2%ETFXOMExxonMobil$595,552$3,555 â–²0.6%4,3560.2%EnergyQUALiShares MSCI USA Quality Factor ETF$473,550$1,619,901 â–¼-77.4%2,1580.2%ETFBAXBaxter International$451,052$235 â–²0.1%21,1560.1%MedicalABTAbbott Laboratories$433,249$2,359 â–²0.5%4,7750.1%MedicalMUBiShares National Muni Bond ETF$424,205$115,252 â–²37.3%3,9420.1%ETFBINCiShares Flexible Income Active ETF$415,766$725,026 â–¼-63.6%7,9440.1%ETFIWYiShares Russell Top 200 Growth ETF$407,686$581 â–²0.1%1,4030.1%ETFDGROiShares Core Dividend Growth ETF$400,029$151,811 â–¼-27.5%5,2780.1%ETFGOOGAlphabet$386,450$11,657 â–²3.1%1,0940.1%Computer and TechnologyINTCIntel$384,704$384,704 â–²New Holding2,7550.1%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$380,649$154,813 â–¼-28.9%2,3260.1%ManufacturingIAUiShares Gold Trust$378,532$16,839 â–²4.7%5,0130.1%FinancePMPhilip Morris International$377,799$3,257 â–²0.9%2,0880.1%Consumer StaplesBNDVanguard Total Bond Market ETF$375,577$3,744 â–²1.0%5,1160.1%ETFBXBlackstone$364,189$12,355 â–¼-3.3%3,0950.1%FinanceSPHQInvesco S&P 500 Quality ETF$362,202$124,789 â–¼-25.6%4,0200.1%ETFXLKTechnology Select Sector SPDR Fund$343,110$381 â–²0.1%1,8010.1%ETFJNJJohnson & Johnson$336,868$4,573 â–²1.4%1,3260.1%MedicalWALMART INC$336,517$793 â–¼-0.2%2,9710.1%COMAAPLApple$314,264$39,355 â–²14.3%1,0860.1%Computer and TechnologyAMZNAmazon.com$308,174$18,114 â–²6.2%1,2930.1%Retail/WholesaleJPMJPMorgan Chase & Co.$307,740$31,429 â–²11.4%9400.1%FinanceDSTLDistillate U.S. Fundamental Stability & Value ETF$307,671$47,445 â–¼-13.4%5,1360.1%ETFEMEEMCOR Group$276,007$829 â–²0.3%3330.1%ConstructionICVTiShares Convertible Bond ETF$258,395$61,708 â–¼-19.3%2,1230.1%ETFMSFTMicrosoft$235,594$29,076 â–¼-11.0%6320.1%Computer and TechnologyFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$202,537$202,537 â–²New Holding2,2830.1%ETFIAGGiShares Core International Aggregate Bond ETF$0$1,181,641 â–¼-100.0%00.0%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$0$212,667 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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