BCU Wealth Advisors, LLC 13F Holdings · Q2 2026
BCU Wealth Advisors, LLC reported 63 securities worth $301.08M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (44.69%), DFIC (13.91%), DFSD (6.41%). Among its top 25 positions this quarter: 2 new, 14 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $134.5M | 44.69% | 3.0M | Trimmed |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $41.9M | 13.91% | 1.1M | Added |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $19.3M | 6.41% | 404,463 | Added |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $13.2M | 4.37% | 324,106 | Trimmed |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $12.1M | 4.00% | 285,657 | Added |
| 6 | IVV | ISHARES TR | $10.3M | 3.41% | 13,727 | Added |
| 7 | IUSB | ISHARES TR | $8.0M | 2.65% | 172,845 | Added |
| 8 | DFIP | DIMENSIONAL ETF TRUST | $5.3M | 1.75% | 127,636 | Added |
| 9 | DFAR | DIMENSIONAL ETF TRUST | $4.6M | 1.54% | 177,401 | Added |
| 10 | IVW | ISHARES TR | $4.2M | 1.40% | 30,732 | Added |
| 11 | DYNF | BLACKROCK ETF TRUST | $4.1M | 1.35% | 59,925 | Added |
| 12 | IVE | ISHARES TR | $3.5M | 1.16% | 15,379 | Trimmed |
| 13 | IEMG | ISHARES INC | $2.4M | 0.80% | 29,156 | Trimmed |
| 14 | EFG | ISHARES TR | $2.2M | 0.74% | 17,889 | Added |
| 15 | MBB | ISHARES TR | $2.0M | 0.67% | 21,265 | Added |
| 16 | BAI | BLACKROCK ETF TRUST | $2.0M | 0.65% | 37,305 | Trimmed |
| 17 | GOVT | ISHARES TR | $1.9M | 0.64% | 84,671 | Added |
| 18 | MTUM | ISHARES TR | $1.7M | 0.56% | 4,923 | Trimmed |
| 19 | TLH | ISHARES TR | $1.6M | 0.54% | 16,338 | Trimmed |
| 20 | EFV | ISHARES TR | $1.5M | 0.51% | 20,073 | Trimmed |
| 21 | BLCR | BLACKROCK ETF TRUST | $1.4M | 0.47% | 28,375 | Added |
| 22 | ABBV | ABBVIE INC | $1.3M | 0.43% | 5,134 | Added |
| 23 | IALT | BLACKROCK ETF TRUST | $1.3M | 0.43% | 46,630 | New |
| 24 | INRO | BLACKROCK ETF TRUST | $1.2M | 0.39% | 32,071 | New |
| 25 | THRO | BLACKROCK ETF TRUST | $1.2M | 0.39% | 27,017 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR