BCM ADVISORS, LLC
CIK: 1373017SEC EDGAR →
Portfolio Value
$281.9B
Holdings
78
As of
Q1 2026
New Positions
78
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Intermediate Bond | 1,264,392 | $96.8B | 34.35% |
| 2 | DIMENSIONAL US CORE EQUITY MARKT ETF | 1,196,470 | $59.3B | 21.02% |
| 3 | WisdomTree US Quality Dividend Gr ETF | 390,211 | $36.5B | 12.93% |
| 4 | S&P500 Catholic Values | 236,788 | $20.4B | 7.25% |
| 5 | Coca Cola Company | 99,785 | $7.8B | 2.77% |
| 6 | ETFS Gold Trust | 152,095 | $6.5B | 2.32% |
| 7 | Brown & Brown Inc | 88,234 | $5.1B | 1.80% |
| 8 | Enterprise Products Partners L.P. | 122,984 | $4.8B | 1.69% |
| 9 | Vanguard Mid Cap Etf | 51,533 | $4.0B | 1.41% |
| 10 | Dimensional US Small Cap ETF | 51,591 | $4.0B | 1.40% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $249.2B | 88.4% |
| Consumer Defensive | 8 | $15.8B | 5.6% |
| Energy | 7 | $8.5B | 3.0% |
| Consumer Cyclical | 4 | $3.0B | 1.1% |
| Utilities | 6 | $2.6B | 0.9% |
| Technology | 7 | $1.7B | 0.6% |
| Unknown | 11 | $900.9M | 0.3% |
| Healthcare | 2 | $231.8M | 0.1% |
| Industrials | 6 | $16.9M | 0.0% |
| Communication Services | 2 | $972K | 0.0% |
| Real Estate | 1 | $250K | 0.0% |