BCU Wealth Advisors, LLC
CIK: 0002003570SEC EDGAR →
Portfolio Value
$261.3B
Holdings
61
As of
Q4 2025
New Positions
61
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,905,716 | $115.0B | 44.02% |
| 2 | DIMENSIONAL ETF TRUST | 1,083,619 | $37.3B | 14.29% |
| 3 | DIMENSIONAL ETF TRUST | 360,136 | $17.3B | 6.61% |
| 4 | DIMENSIONAL ETF TRUST | 358,432 | $11.9B | 4.54% |
| 5 | DIMENSIONAL ETF TRUST | 253,136 | $10.8B | 4.12% |
| 6 | ISHARES TR | 120,932 | $5.6B | 2.15% |
| 7 | DIMENSIONAL ETF TRUST | 112,903 | $4.7B | 1.80% |
| 8 | ISHARES TR | 6,572 | $4.5B | 1.72% |
| 9 | ISHARES TR | 19,422 | $4.1B | 1.58% |
| 10 | BLACKROCK ETF TRUST | 66,634 | $4.1B | 1.55% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (61)
$115.0B · 2.9M shares
$37.3B · 1.1M shares
$17.3B · 360K shares
$11.9B · 358K shares
$10.8B · 253K shares
$5.6B · 121K shares
$4.7B · 113K shares
$4.5B · 7K shares
$4.1B · 19K shares
$4.1B · 67K shares
$3.9B · 172K shares
$3.5B · 29K shares
$3.2B · 47K shares
$2.8B · 40K shares
$2.8B · 8K shares
$2.0B · 19K shares
$1.9B · 20K shares
$1.8B · 9K shares
$1.5B · 6K shares
$1.4B · 43K shares
$1.4B · 37K shares
$1.4B · 26K shares
$1.2B · 5K shares
$1.2B · 14K shares
$1.1B · 22K shares
$704.0M · 3K shares
$696.0M · 1K shares
$663.0M · 3K shares
$647.0M · 2K shares
$632.0M · 9K shares
$610.0M · 8K shares
$592.0M · 5K shares
$584.0M · 3K shares
$547.0M · 2K shares
$527.0M · 3K shares
$521.0M · 4K shares
$508.0M · 7K shares
$493.0M · 3K shares
$487.0M · 3K shares
$404.0M · 5K shares
$403.0M · 21K shares
$398.0M · 1K shares
$374.0M · 4K shares
$372.0M · 5K shares
$348.0M · 6K shares
$343.0M · 710 shares
$339.0M · 520 shares
$332.0M · 1K shares
$331.0M · 2K shares
$331.0M · 3K shares
$305.0M · 3K shares
$280.0M · 1K shares
$274.0M · 3K shares
$270.0M · 840 shares
$269.0M · 1K shares
$258.0M · 2K shares
$258.0M · 950 shares
$241.0M · 1K shares
$219.0M · 10K shares
$203.0M · 332 shares
$200.0M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $250.6B | 95.9% |
| Healthcare | 5 | $3.0B | 1.2% |
| Unknown | 5 | $3.0B | 1.1% |
| Technology | 4 | $1.4B | 0.5% |
| Consumer Defensive | 2 | $963.0M | 0.4% |
| Industrials | 2 | $850.0M | 0.3% |
| Energy | 1 | $521.0M | 0.2% |
| Utilities | 1 | $339.0M | 0.1% |
| Communication Services | 1 | $332.0M | 0.1% |
| Consumer Cyclical | 1 | $280.0M | 0.1% |