Q3 2026 13F · SEC CIK 2003570

BCU Wealth Advisors, LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $309.3M
Reported positions: 64
Top holdings a year, 3 yrs: +14.6%
Assets under management: $653.6M

BCU Wealth Advisors, LLC is a wealth manager that reported 64 positions worth $309.3M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Dimensional ETF Trust (DFAC, 45.9%), Dimensional ETF Trust (DFIC, 14.6%), Dimensional Short-Duration Fixed Income (DFSD, 6.5%). A portfolio copying its top holdings returned 14.6% a year over the last 3 years, against 18.4% for the S&P 500.

BCU Wealth Advisors, LLC holdings largest 50 of 64 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

BCU Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	45.9%	44.7%	3,194,584	+5.3%	$142.0M
DFICDimensional ETF Trust	14.6%	13.9%	1,199,623	+6.7%	$45.1M
DFSDDimensional Short-Duration Fixed Income	6.5%	6.4%	431,344	+6.6%	$20.0M
DFEMDimensional ETF Trust	4.7%	4.4%	364,723	+12.5%	$14.5M
DFCFDimensional ETF Trust	4.0%	4.0%	308,184	+7.9%	$12.4M
IVVIshares Tr	3.4%	3.4%	13,928	+1.5%	$10.7M
IUSBIshares Tr	2.7%	2.6%	189,424	+9.6%	$8.4M
DFIPDimensional ETF Trust	1.8%	1.7%	138,902	+8.8%	$5.4M
IVWIshares Tr	1.4%	1.4%	30,751	+0.1%	$4.4M
DYNFBlackrock ETF Trust	1.3%	1.4%	59,971	+0.1%	$4.2M
IVEIshares Tr	1.1%	1.2%	15,228	-1.0%	$3.5M
EFGIshares Tr	0.6%	0.7%	16,464	-8.0%	$2.0M
IEMGIshares Inc	0.6%	0.8%	23,400	-19.7%	$1.9M
GOVTIshares Tr	0.6%	0.6%	86,649	+2.3%	$1.9M
BAIBlackrock ETF Trust	0.6%	0.7%	37,017	-0.8%	$1.7M
BLCRBlackrock ETF Trust	0.5%	0.5%	34,325	+21.0%	$1.7M
TLHIshares Tr	0.5%	0.5%	16,546	+1.3%	$1.5M
EFVIshares Tr	0.5%	0.5%	18,621	-7.2%	$1.5M
IALTBlackrock ETF Trust	0.5%	0.4%	47,750	+2.4%	$1.4M
ABBVAbbvie Inc	0.4%	0.4%	5,155	+0.4%	$1.3M
BTHMBlackrock ETF Trust	0.4%	0.4%	26,899	-0.4%	$1.2M
COROBlackrock ETF Trust	0.4%	—	32,483	—	$1.2M
MBBIshares Tr	0.4%	0.7%	12,631	-40.6%	$1.1M
IDEFBlackrock ETF Trust	0.3%	0.4%	33,007	-0.9%	$1.0M
MTUMIshares Tr	0.3%	0.6%	3,029	-38.5%	$961K
QQQInvesco Qqq Tr	0.3%	0.3%	1,085	+0.1%	$803K
KOCoca Cola Co	0.2%	0.2%	8,704	-0.3%	$749K
ACWXIshares Tr	0.2%	—	9,633	—	$728K
GEGe Aerospace	0.2%	0.3%	2,320	-2.6%	$724K
XOMExxonmobil Holdings Corp	0.2%	—	4,346	—	$707K
INROBlackrock ETF Trust	0.2%	0.4%	18,806	-41.4%	$692K
GGOVBlackrock ETF Trust II	0.2%	—	13,723	—	$688K
NVDANvidia Corporation	0.2%	0.2%	2,932	-3.8%	$670K
MGCVanguard World Fd	0.2%	0.2%	2,269	+0.1%	$641K
CVSCvs Health Corp	0.2%	0.3%	7,472	-3.6%	$640K
VIGVanguard Specialized Funds	0.2%	0.2%	2,654	+0.3%	$619K
VTIVanguard Index Fds	0.2%	0.2%	1,642	+0.3%	$615K
IGOVIshares International Treasury Bond ETF	0.2%	0.4%	15,213	-43.9%	$605K
GEVGe Vernova Inc	0.2%	0.2%	585	+0.0%	$556K
BAXBaxter Intl Inc	0.2%	0.1%	20,314	-4.0%	$488K
ABTAbbott Laboratories	0.2%	0.1%	4,795	+0.4%	$474K
QUALIshares Tr	0.1%	0.2%	1,957	-9.3%	$435K
IAUIshares Gold Tr	0.1%	0.1%	5,512	+10.0%	$430K
IWYIshares Tr	0.1%	0.1%	1,404	+0.1%	$414K
PMPhilip Morris Intl Inc	0.1%	0.1%	2,088	+0.0%	$398K
BINCBlackrock ETF Trust II	0.1%	0.1%	7,795	-1.9%	$396K
DGROIshares Tr	0.1%	0.1%	5,197	-1.5%	$392K
ESGUIshares Tr	0.1%	0.1%	2,329	+0.1%	$389K
GOOGAlphabet Inc	0.1%	0.1%	1,081	-1.2%	$368K
BNDVanguard Bd Index Fds	0.1%	0.1%	5,169	+1.0%	$363K

What BCU Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

BLCR Blackrock ETF Trust+21.0% shares
DFEM Dimensional ETF Trust+12.5% shares
IAU Ishares Gold Tr+10.0% shares
IUSB Ishares Tr+9.6% shares
DFIP Dimensional ETF Trust+8.8% shares
DFCF Dimensional ETF Trust+7.9% shares
DFIC Dimensional ETF Trust+6.7% shares
DFSD Dimensional Short-Duration Fixed Income +6.6% shares

Reduced

IGOV Ishares International Treasury Bond ETF-43.9% shares
INRO Blackrock ETF Trust-41.4% shares
MBB Ishares Tr-40.6% shares
MTUM Ishares Tr-38.5% shares
IEMG Ishares Inc-19.7% shares
QUAL Ishares Tr-9.3% shares
EFG Ishares Tr-8.0% shares
EFV Ishares Tr-7.2% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.4% /yr; S&P 500 +20.1%
3 years: +14.6% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$309.3M	64
Q2 2026	$301.1M	63
Q1 2026	$268.2M	60
Q4 2025	$261.3M	61
Q3 2025	$247.2M	61
Q2 2025	$222.7M	56
Q1 2025	$192.2M	50
Q4 2024	$175.0M	54
Q3 2024	$167.8M	52
Q2 2024	$135.4M	47
Q1 2024	$117.8M	45
Q4 2023	$92.1M	39

Questions about BCU Wealth Advisors, LLC's portfolio

What stocks does BCU Wealth Advisors, LLC own?

BCU Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 64 positions worth $309.3M. The largest are Dimensional ETF Trust (DFAC) at 45.9%, Dimensional ETF Trust (DFIC) at 14.6%, Dimensional Short-Duration Fixed Income (DFSD) at 6.5%, Dimensional ETF Trust (DFEM) at 4.7% and Dimensional ETF Trust (DFCF) at 4.0%.

What did BCU Wealth Advisors, LLC buy last quarter?

In Q3 2026, BCU Wealth Advisors, LLC added Blackrock ETF Trust (BLCR) (+21.0% shares), Dimensional ETF Trust (DFEM) (+12.5% shares) and Ishares Gold Tr (IAU) (+10.0% shares), compared with its Q2 2026 filing.

What did BCU Wealth Advisors, LLC sell last quarter?

In Q3 2026, BCU Wealth Advisors, LLC cut from its top 50 Dimensional US Real (DFAR), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ishares Tr (MUB), cut from its top 50 Intel Corp (INTC), Ishares International Treasury Bond ETF (IGOV) (-43.9% shares), Blackrock ETF Trust (INRO) (-41.4% shares) and Ishares Tr (MBB) (-40.6% shares), compared with its Q2 2026 filing.

How has BCU Wealth Advisors, LLC's portfolio performed?

A portfolio copying BCU Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.6% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +18.4% against +20.1%.

When is BCU Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. BCU Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does BCU Wealth Advisors, LLC manage?

BCU Wealth Advisors, LLC reported $653.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $309.3M.