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BCM ADVISORS, LLC

Updated 2 days ago

Managed by Bcm Advisors, Llc • Latest filing Q3 2026

Portfolio value
$514.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$521.9M
Q1 2026$506.9M
Q2 2026$513.6M
Q3 2026$514.7M

Top holdings

79 positions as of Q3 2026

View filing
G

SPDR Gold Share

Value
$62.5M
Shares
175.6K
% Port
12.14%
V

Vanguard Intermediate Bond

Value
$50.9M
Shares
684.5K
% Port
9.89%
V

Vanguard Total International Stock ETF

Value
$34.1M
Shares
414.6K
% Port
6.63%
?
4.N/A

DIMENSIONAL US CORE EQUITY MARKT ETF

Value
$34.1M
Shares
653.0K
% Port
6.63%
E

Ishares Core 1 5 Year

Value
$29.6M
Shares
621.5K
% Port
5.75%
V

Vanguard Total Stock Mkt

Value
$28.2M
Shares
75.9K
% Port
5.48%
Q

Dimensional Global ex US Cor Fxd Inc ETF

Value
$26M
Shares
502.4K
% Port
5.05%
M

AMERICAN CENTY ETF TR

Value
$22.8M
Shares
184.5K
% Port
4.42%
B

WisdomTree US Quality Dividend Gr ETF

Value
$19.9M
Shares
202.2K
% Port
3.87%
G

S&P500 Catholic Values

Value
$19.6M
Shares
218.3K
% Port
3.80%
S

Schwab US Dividend

Value
$17.9M
Shares
501.6K
% Port
3.49%
J

Johnson & Johnson

Value
$10.7M
Shares
39.3K
% Port
2.08%
X

Exxon Mobil Corporation

Value
$9.9M
Shares
52.9K
% Port
1.92%
K

Coca Cola Company

Value
$9.4M
Shares
99.4K
% Port
1.82%
A

Broadcom Ltd

Value
$8.4M
Shares
25.7K
% Port
1.63%
D

Duke Energy Corporation

Value
$7.1M
Shares
56.0K
% Port
1.39%
A

Atmos Energy Corp

Value
$7.1M
Shares
41.1K
% Port
1.38%
N

Nvidia Corp

Value
$6.8M
Shares
33.2K
% Port
1.32%
G

WORLD GOLD TR

Value
$6.6M
Shares
85.4K
% Port
1.27%
B

Brown & Brown Inc

Value
$6M
Shares
85.6K
% Port
1.16%

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BCM ADVISORS, LLC (Bcm Advisors, Llc) Portfolio & 13F Holdings | Track13F