Investor
BCU Wealth Advisors, LLC
CIK 0002003570 · filed 2026-04-21 · SEC filing
13F book
$268.2M
Positions
60
3 new · 4 sold
Largest name
44.3%
Dimensional Etf Trust
Est. mark
−$1.48M
Price effect on 57 names still held. Flow $8.39M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 3.06M | $118.9M | 44.3% | −$2.12M | Added$3.82M |
| Dimensional Etf Trust | — | 1.07M | $38.1M | 14.2% | $1.15M | Cut$784.4K |
| Dimensional Etf Trust | — | 374K | $17.9M | 6.7% | −$25.2K | Added$638.2K |
| Dimensional Etf Trust | — | 346.9K | $12M | 4.5% | $509.9K | Cut$128.8K |
| Dimensional Etf Trust | — | 265K | $11.2M | 4.2% | −$86.1K | Added$415.8K |
| Ishares Tr | — | 127.6K | $5.89M | 2.2% | −$42.3K | Added$266.5K |
| Ishares Tr | — | 8.55K | $5.58M | 2.1% | −$208.7K | Added$1.08M |
| Dimensional Etf Trust | — | 116K | $4.84M | 1.8% | $18.6K | Added$147.8K |
| Dimensional Etf Trust | — | 170K | $4.02M | 1.5% | $127.3K | Cut$75.4K |
| Ishares Tr | — | 18.4K | $3.88M | 1.4% | −$17K | Cut−$243.7K |
| Blackrock Etf Trust | — | 58.6K | $3.41M | 1.3% | −$154.1K | Cut−$641.9K |
| Ishares Tr | — | 30K | $3.39M | 1.3% | −$289.5K | Added−$121.8K |
| Ishares Inc | — | 43.9K | $3.06M | 1.1% | $111K | Cut−$104K |
| Ishares Tr | — | 39.3K | $2.92M | 1.1% | $115.7K | Cut$88.6K |
| Ishares Tr | — | 19.6K | $1.98M | 0.7% | −$18.3K | Added$16.1K |
| Ishares Tr | — | 20.5K | $1.95M | 0.7% | −$5.26K | Added$83K |
| Ishares Tr | — | 17K | $1.89M | 0.7% | −$6.86K | Added$1.58M |
| Ishares Tr | — | 9.54K | $1.83M | 0.7% | −$62.6K | Added$2.62K |
| Ishares Tr | — | 79.9K | $1.83M | 0.7% | −$1.1K | Added$1.61M |
| Blackrock Etf Trust | — | 46.6K | $1.54M | 0.6% | −$15.2K | Added$91.2K |
| Ishares Tr | — | 6.34K | $1.52M | 0.6% | −$62.1K | Added$21K |
| Blackrock Etf Trust | — | 38.9K | $1.41M | 0.5% | −$86.2K | Added−$13.6K |
| Ishares Tr | — | 23.6K | $1.18M | 0.4% | $670 | Added$64.2K |
| Blackrock Etf Trust Ii | — | 21.8K | $1.13M | 0.4% | −$18.3K | Cut−$246.9K |
| AbbVie Inc. | ABBV | 5.09K | $1.11M | 0.4% | −$55.7K | Added−$49.6K |
| Blackrock Etf Trust | — | 26.9K | $1.1M | 0.4% | — | New |
| Blackrock Etf Trust | — | 31.5K | $1.03M | 0.4% | — | New |
| Exxon Mobil Corp | — | 4.33K | $734.6K | 0.3% | $213.6K | Held |
| Vanguard World Fd | — | 2.81K | $664.7K | 0.2% | −$41.4K | Added−$40.2K |
| Coca Cola Co | KO | 8.66K | $658.9K | 0.2% | $53.2K | Cut$26.6K |
| Invesco Qqq Tr | — | 1.13K | $654.7K | 0.2% | −$42K | Added−$41.4K |
| Vanguard Specialized Funds | — | 3.03K | $651.1K | 0.2% | −$14.1K | Added−$12.6K |
| Ge Aerospace | — | 2.1K | $597.4K | 0.2% | −$50.8K | Added−$50.3K |
| Cvs Health Corp | CVS | 7.73K | $554.9K | 0.2% | −$58K | Added−$55.9K |
| Vanguard Index Fds | — | 1.63K | $524.1K | 0.2% | −$23.6K | Held |
| Ishares Tr | — | 7.28K | $511K | 0.2% | $5.54K | Cut$2K |
| Nvidia Corp | NVDA | 2.83K | $493.6K | 0.2% | −$34.2K | Held |
| Abbott Labs | ABT | 4.75K | $487.6K | 0.2% | −$107K | Added−$105K |
| Ishares Tr | — | 3.27K | $462.8K | 0.2% | −$24.6K | Held |
| GE Vernova Inc. | GEV | 520 | $454.3K | 0.2% | $114.4K | Held |
| Ishares Gold Tr | — | 4.79K | $422.3K | 0.2% | $33.5K | Cut−$731.1K |
| Invesco Exchange Traded Fd T | — | 5.41K | $406.4K | 0.2% | $778 | Added$1.98K |
| Vanguard Bd Index Fds | — | 5.07K | $373K | 0.1% | −$2.15K | Added$203 |
| Walmart Inc. | WMT | 2.98K | $370.1K | 0.1% | $38.3K | Added$38.8K |
| Blackstone Inc. | BX | 3.2K | $368K | 0.1% | −$125.3K | Held |
| Baxter Intl Inc | — | 21.1K | $355.2K | 0.1% | −$48.8K | Added−$48.6K |
| Ishares Tr | — | 1.4K | $348.7K | 0.1% | −$39.3K | Cut−$50.2K |
| Etf Ser Solutions | — | 5.93K | $343.1K | 0.1% | −$6.03K | Added−$5.34K |
| Philip Morris Intl Inc | — | 2.07K | $342.2K | 0.1% | $10.1K | Added$11.1K |
| Johnson & Johnson | JNJ | 1.31K | $319.6K | 0.1% | $48.7K | Added$49.9K |
| Ishares Tr | — | 2.87K | $304.7K | 0.1% | — | New |
| Alphabet Inc | — | 1.06K | $304.3K | 0.1% | −$28.6K | Held |
| Ishares Tr | — | 2.63K | $267.8K | 0.1% | $8.72K | Cut−$7.04K |
| Microsoft Corp | MSFT | 710 | $262.8K | 0.1% | −$80.5K | Held |
| Amazon Com Inc | AMZN | 1.22K | $253.5K | 0.1% | −$27.4K | Held |
| Jpmorgan Chase & Co. | — | 844 | $248.1K | 0.1% | −$23.7K | Added−$22.5K |
| EMCOR Group, Inc. | EME | 332 | $245.4K | 0.1% | $42.2K | Held |
| Apple Inc. | AAPL | 950 | $241.1K | 0.1% | −$17.1K | Held |
| Select Sector Spdr Tr | — | 1.8K | $239K | 0.1% | −$20K | Added−$19.6K |
| Ishares Tr | — | 2.33K | $212.7K | 0.1% | $11.9K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.