BCM ADVISORS, LLC
CIK: 0001373017SEC EDGAR →
Portfolio Value
$520K
Holdings
73
As of
Q4 2025
New Positions
73
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Intermediate Bond | 1,317,798 | $103K | 19.70% |
| 2 | SPDR Gold Share | 207,021 | $95K | 18.22% |
| 3 | DIMENSIONAL US CORE EQUITY MARKT ETF | 1,266,599 | $60K | 11.59% |
| 4 | Vanguard Total Stock Mkt | 128,275 | $44K | 8.39% |
| 5 | WisdomTree US Quality Dividend Gr ETF | 395,778 | $36K | 6.91% |
| 6 | S&P500 Catholic Values | 236,557 | $20K | 3.77% |
| 7 | Lithium Chile Inc | 40,000 | $17K | 3.27% |
| 8 | Johnson & Johnson | 39,335 | $9K | 1.66% |
| 9 | Broadcom Ltd | 26,018 | $8K | 1.60% |
| 10 | ETFS Gold Trust | 171,267 | $8K | 1.56% |
Quarterly Changes
New Positions (73)
$103K · 1.3M shares
$95K · 207K shares
$60K · 1.3M shares
$44K · 128K shares
$36K · 396K shares
$20K · 237K shares
$17K · 40K shares
$9K · 39K shares
$8K · 26K shares
$8K · 171K shares
$7K · 100K shares
$7K · 53K shares
$7K · 88K shares
$7K · 41K shares
$7K · 70K shares
$7K · 56K shares
$6K · 34K shares
$5K · 48K shares
$4K · 123K shares
$4K · 50K shares
$4K · 43K shares
$4K · 12K shares
$3K · 68K shares
$3K · 34K shares
$3K · 12K shares
$3K · 36K shares
$3K · 22K shares
$3K · 66K shares
$2K · 81K shares
$2K · 7K shares
$2K · 9K shares
$2K · 49K shares
$2K · 22K shares
$2K · 10K shares
$2K · 29K shares
$2K · 23K shares
$1K · 7K shares
$1K · 32K shares
$1K · 4K shares
$1K · 10K shares
$1K · 5K shares
$1K · 10K shares
$979 · 13K shares
$970 · 25K shares
$930 · 19K shares
$774 · 8K shares
$689 · 1K shares
$661 · 4K shares
$645 · 980 shares
$593 · 3K shares
$536 · 1K shares
$395 · 6K shares
$379 · 27K shares
$343 · 4K shares
$337 · 6K shares
$337 · 3K shares
$320 · 1K shares
$306 · 1K shares
$302 · 10K shares
$302 · 674 shares
$295 · 900 shares
$284 · 12K shares
$257 · 1K shares
$253 · 336 shares
$226 · 4K shares
$172 · 24K shares
$4 · 7K shares
$4 · 6K shares
$3 · 4K shares
$3 · 3K shares
$2 · 6K shares
$0 · 125K shares
$0 · 19K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $306K | 58.9% |
| Unknown | 7 | $113K | 21.7% |
| Technology | 7 | $23K | 4.3% |
| Utilities | 6 | $21K | 4.0% |
| Energy | 7 | $20K | 3.8% |
| Consumer Defensive | 8 | $19K | 3.7% |
| Healthcare | 2 | $9K | 1.7% |
| Consumer Cyclical | 4 | $5K | 1.0% |
| Industrials | 5 | $4K | 0.7% |
| Communication Services | 2 | $940 | 0.2% |
| Real Estate | 1 | $257 | 0.0% |