BCU Wealth Advisors, LLC
CIK: 0002003570SEC EDGAR →
Portfolio Value
$261.3M
Holdings
61
As of
Q4 2025
New Positions
61
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,905,716 | $115.0M | 44.02% |
| 2 | DIMENSIONAL ETF TRUST | 1,083,619 | $37.3M | 14.29% |
| 3 | DIMENSIONAL ETF TRUST | 360,136 | $17.3M | 6.61% |
| 4 | DIMENSIONAL ETF TRUST | 358,432 | $11.9M | 4.54% |
| 5 | DIMENSIONAL ETF TRUST | 253,136 | $10.8M | 4.12% |
| 6 | ISHARES TR | 120,932 | $5.6M | 2.15% |
| 7 | DIMENSIONAL ETF TRUST | 112,903 | $4.7M | 1.80% |
| 8 | ISHARES TR | 6,572 | $4.5M | 1.72% |
| 9 | ISHARES TR | 19,422 | $4.1M | 1.58% |
| 10 | BLACKROCK ETF TRUST | 66,634 | $4.1M | 1.55% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (61)
$115.0M · 2.9M shares
$37.3M · 1.1M shares
$17.3M · 360K shares
$11.9M · 358K shares
$10.8M · 253K shares
$5.6M · 121K shares
$4.7M · 113K shares
$4.5M · 7K shares
$4.1M · 19K shares
$4.1M · 67K shares
$3.9M · 172K shares
$3.5M · 29K shares
$3.2M · 47K shares
$2.8M · 40K shares
$2.8M · 8K shares
$2.0M · 19K shares
$1.9M · 20K shares
$1.8M · 9K shares
$1.5M · 6K shares
$1.4M · 43K shares
$1.4M · 37K shares
$1.4M · 26K shares
$1.2M · 5K shares
$1.2M · 14K shares
$1.1M · 22K shares
$704K · 3K shares
$696K · 1K shares
$663K · 3K shares
$647K · 2K shares
$632K · 9K shares
$610K · 8K shares
$592K · 5K shares
$584K · 3K shares
$547K · 2K shares
$527K · 3K shares
$521K · 4K shares
$508K · 7K shares
$493K · 3K shares
$487K · 3K shares
$404K · 5K shares
$403K · 21K shares
$398K · 1K shares
$374K · 4K shares
$372K · 5K shares
$348K · 6K shares
$343K · 710 shares
$339K · 520 shares
$332K · 1K shares
$331K · 2K shares
$331K · 3K shares
$305K · 3K shares
$280K · 1K shares
$274K · 3K shares
$270K · 840 shares
$269K · 1K shares
$258K · 2K shares
$258K · 950 shares
$241K · 1K shares
$219K · 10K shares
$203K · 332 shares
$200K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $250.6M | 95.9% |
| Healthcare | 5 | $3.0M | 1.2% |
| Unknown | 5 | $3.0M | 1.1% |
| Technology | 4 | $1.4M | 0.5% |
| Consumer Defensive | 2 | $963K | 0.4% |
| Industrials | 2 | $850K | 0.3% |
| Energy | 1 | $521K | 0.2% |
| Utilities | 1 | $339K | 0.1% |
| Communication Services | 1 | $332K | 0.1% |
| Consumer Cyclical | 1 | $280K | 0.1% |