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BCU Wealth Advisors, LLC
Updated 3 days agoManaged by Bcu Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$309.3M
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
| Period | Portfolio value |
|---|---|
| Q4 2025 | $261.3M |
| Q1 2026 | $268.2M |
| Q2 2026 | $301.1M |
| Q3 2026 | $309.3M |
Top holdings
64 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $142M | 3.19M | 45.90% | — |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $45.1M | 1.20M | 14.59% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $20M | 431.3K | 6.48% | — |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $14.5M | 364.7K | 4.68% | — |
| 5 | $12.4M | 308.2K | 4.00% | — | |
| 6 | $10.7M | 13.9K | 3.45% | — | |
| 7 | $8.4M | 189.4K | 2.70% | — | |
| 8 | $5.4M | 138.9K | 1.75% | — | |
| 9 | $4.4M | 30.8K | 1.41% | — | |
| 10 | $4.2M | 60.0K | 1.34% | — | |
| 11 | $3.5M | 15.2K | 1.12% | — | |
| 12 | $2M | 16.5K | 0.64% | — | |
| 13 | $1.9M | 23.4K | 0.61% | — | |
| 14 | $1.9M | 86.6K | 0.61% | — | |
| 15 | $1.7M | 37.0K | 0.56% | — | |
| 16 | $1.7M | 34.3K | 0.54% | — | |
| 17 | $1.5M | 16.5K | 0.49% | — | |
| 18 | $1.5M | 18.6K | 0.48% | — | |
| 19 | $1.4M | 47.8K | 0.46% | — | |
| 20 | $1.3M | 5.2K | 0.44% | — |