Bcu Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$268.2M
Q ending 2026-03-31
Prior quarter
$261.3M
Q ending 2025-12-31
Change
+2.6% QoQ · +39.5% YoY
Positions
60
reported holdings
Largest positions
All 60 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $118.9M | 3.1M |
| Dimensional Etf Trust | DFIC | Shares | $38.1M | 1.1M |
| Dimensional Etf Trust | DFSD | Shares | $17.9M | 374K |
| Dimensional Etf Trust | DFEM | Shares | $12.0M | 347K |
| Dimensional Etf Trust | DFCF | Shares | $11.2M | 265K |
| Ishares Tr | IUSB | Shares | $5.9M | 128K |
| Ishares Tr | IVV | Shares | $5.6M | 9K |
| Dimensional Etf Trust | DFIP | Shares | $4.8M | 116K |
| Dimensional Etf Trust | DFAR | Shares | $4.0M | 170K |
| Ishares Tr | IVE | Shares | $3.9M | 18K |
| Blackrock Etf Trust | DYNF | Shares | $3.4M | 59K |
| Ishares Tr | IVW | Shares | $3.4M | 30K |
| Ishares Inc | IEMG | Shares | $3.1M | 44K |
| Ishares Tr | EFV | Shares | $2.9M | 39K |
| Ishares Tr | TLH | Shares | $2.0M | 20K |
| Ishares Tr | MBB | Shares | $2.0M | 21K |
| Ishares Tr | EFG | Shares | $1.9M | 17K |
| Ishares Tr | QUAL | Shares | $1.8M | 10K |
| Ishares Tr | GOVT | Shares | $1.8M | 80K |
| Blackrock Etf Trust | BAI | Shares | $1.5M | 47K |
| Ishares Tr | MTUM | Shares | $1.5M | 6K |
| Blackrock Etf Trust | THRO | Shares | $1.4M | 39K |
| Ishares Tr | IAGG | Shares | $1.2M | 24K |
| Blackrock Etf Trust Ii | BINC | Shares | $1.1M | 22K |
| Abbvie Inc | ABBV | Shares | $1.1M | 5K |
| Blackrock Etf Trust | BLCR | Shares | $1.1M | 27K |
| Blackrock Etf Trust | IDEF | Shares | $1.0M | 31K |
| Exxon Mobil Corp | XOM | Shares | $735K | 4K |
| Vanguard World Fd | MGC | Shares | $665K | 3K |
| Coca Cola Co | KO | Shares | $659K | 9K |
| Invesco Qqq Tr | QQQ | Shares | $655K | 1K |
| Vanguard Specialized Funds | VIG | Shares | $651K | 3K |
| Ge Aerospace | GE | Shares | $597K | 2K |
| Cvs Health Corp | CVS | Shares | $555K | 8K |
| Vanguard Index Fds | VTI | Shares | $524K | 2K |
| Ishares Tr | DGRO | Shares | $511K | 7K |
| Nvidia Corporation | NVDA | Shares | $494K | 3K |
| Abbott Laboratories | ABT | Shares | $488K | 5K |
| Ishares Tr | ESGU | Shares | $463K | 3K |
| Ge Vernova Inc | GEV | Shares | $454K | 520 |
| Ishares Gold Tr | IAU | Shares | $422K | 5K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $406K | 5K |
| Vanguard Bd Index Fds | BND | Shares | $373K | 5K |
| Walmart Inc | WMT | Shares | $370K | 3K |
| Blackstone Inc | BX | Shares | $368K | 3K |
| Baxter Intl Inc | BAX | Shares | $355K | 21K |
| Ishares Tr | IWY | Shares | $349K | 1K |
| Etf Ser Solutions | DSTL | Shares | $343K | 6K |
| Philip Morris Intl Inc | PM | Shares | $342K | 2K |
| Johnson & Johnson | JNJ | Shares | $320K | 1K |
| Ishares Tr | MUB | Shares | $305K | 3K |
| Alphabet Inc | GOOG | Shares | $304K | 1K |
| Ishares Tr | ICVT | Shares | $268K | 3K |
| Microsoft Corp | MSFT | Shares | $263K | 710 |
| Amazon Com Inc | AMZN | Shares | $253K | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $248K | 844 |
| Emcor Group Inc | EME | Shares | $245K | 332 |
| Apple Inc | AAPL | Shares | $241K | 950 |
| Select Sector Spdr Tr | XLK | Shares | $239K | 2K |
| Ishares Tr | EFAV | Shares | $213K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.