The Analysis of BCU Wealth Advisors, LLC's Holdings


Currently, BCU Wealth Advisors, LLC holds 61 types of securities in its portfolio with a total value $247.2M. In the most recent quarter, they have increased their positions in DFAC (+117.2K shares, valued at $4.5M), DFIC (+64.4K shares, valued at $2.1M), DFSD (+27.5K shares, valued at $1.3M); decreased their positions in EFG (-14.8K shares, valued at $1.7M), IUSB (-26.3K shares, valued at $1.2M), IYW (-5.5K shares, valued at $1.1M); initiated new positions in ITA (+2.4K shares, valued at $510.8K), GOOG (+1.1K shares, valued at $258.3K), AAPL (+950 shares, valued at $241.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST2.8M shares4.34%2025-09-302025-10-16history
DFIC DIMENSIONAL ETF TRUST1.0M shares6.58%2025-09-302025-10-16history
DFSD DIMENSIONAL ETF TRUST335.3K shares8.93%2025-09-302025-10-16history
DFEM DIMENSIONAL ETF TRUST340.0K shares2.77%2025-09-302025-10-16history
DFCF DIMENSIONAL ETF TRUST235.4K shares7.59%2025-09-302025-10-16history
IUSB ISHARES TR126.3K shares-17.22%2025-09-302025-10-16history
DFIP DIMENSIONAL ETF TRUST103.8K shares7.10%2025-09-302025-10-16history
IVV ISHARES TR6.3K shares5.05%2025-09-302025-10-16history
Sponsored
DYNF BLACKROCK ETF TRUST65.5K shares16.14%2025-09-302025-10-16history
DFAR DIMENSIONAL ETF TRUST155.9K shares13.07%2025-09-302025-10-16history
IVW ISHARES TR29.1K shares-10.32%2025-09-302025-10-16history
QUAL ISHARES TR17.1K shares-6.07%2025-09-302025-10-16history
EFV ISHARES TR45.1K shares-5.39%2025-09-302025-10-16history
IVE ISHARES TR13.7K shares14.97%2025-09-302025-10-16history
OEF ISHARES TR7.7K shares99.90%2025-09-302025-10-16history
IEMG ISHARES INC36.3K shares6.93%2025-09-302025-10-16history
Sponsored
TLH ISHARES TR19.4K shares22.49%2025-09-302025-10-16history
MBB ISHARES TR20.0K shares-7.12%2025-09-302025-10-16history
BAI BLACKROCK ETF TRUST40.6K shares364.23%2025-09-302025-10-16history
BINC BLACKROCK ETF TRUST II26.0K shares3.93%2025-09-302025-10-16history
THRO BLACKROCK ETF TRUST36.2K shares8.77%2025-09-302025-10-16history
ABBV ABBVIE INC5.0K shares0.60%2025-09-302025-10-16history
IAGG ISHARES TR21.7K shares12.31%2025-09-302025-10-16history
IAU ISHARES GOLD TR13.9K shares240.06%2025-09-302025-10-16history
Sponsored
MTUM ISHARES TR3.9K shares38.66%2025-09-302025-10-16history
CVS CVS HEALTH CORP9.8K shares0.59%2025-09-302025-10-16history
MGC VANGUARD WORLD FD2.8K shares0.14%2025-09-302025-10-16history
QQQ INVESCO QQQ TR1.1K shares0.09%2025-09-302025-10-16history
VIG VANGUARD SPECIALIZED FUNDS3.0K shares0.27%2025-09-302025-10-16history
GE GE AEROSPACE2.1K shares0.14%2025-09-302025-10-16history
ABT ABBOTT LABS4.7K shares0.34%2025-09-302025-10-16history
KO COCA COLA CO9.0K shares0.00%2025-09-302025-10-16history
Sponsored
BX BLACKSTONE INC3.2K shares-17.95%2025-09-302025-10-16history
VTI VANGUARD INDEX FDS1.6K shares0.18%2025-09-302025-10-16history
NVDA NVIDIA CORPORATION2.8K shares0.00%2025-09-302025-10-16history
ITA ISHARES TR2.4K sharesnew addition2025-09-302025-10-16history
DGRO ISHARES TR7.3K shares20.94%2025-09-302025-10-16history
XOM EXXON MOBIL CORP4.3K shares0.00%2025-09-302025-10-16history
BAX BAXTER INTL INC21.0K shares0.55%2025-09-302025-10-16history
ESGU ISHARES TR3.2K shares0.19%2025-09-302025-10-16history
Sponsored
EFG ISHARES TR3.8K shares-79.62%2025-09-302025-10-16history
SPHQ INVESCO EXCHANGE TRADED FD T5.4K shares0.24%2025-09-302025-10-16history
IWY ISHARES TR1.4K shares-0.07%2025-09-302025-10-16history
MSFT MICROSOFT CORP710 shares-40.59%2025-09-302025-10-16history
EMB ISHARES TR3.8K shares3.96%2025-09-302025-10-16history
ORCL ORACLE CORP1.2K shares0.16%2025-09-302025-10-16history
DSTL ETF SER SOLUTIONS5.9K shares0.20%2025-09-302025-10-16history
PM PHILIP MORRIS INTL INC2.1K shares0.19%2025-09-302025-10-16history
Sponsored
GEV GE VERNOVA INC520 shares0.00%2025-09-302025-10-16history
WMT WALMART INC3.0K shares0.17%2025-09-302025-10-16history
STIP ISHARES TR2.7K shares4.76%2025-09-302025-10-16history
ICVT ISHARES TR2.7K shares-2.73%2025-09-302025-10-16history
AMZN AMAZON COM INC1.2K shares0.00%2025-09-302025-10-16history
JPM JPMORGAN CHASE & CO.836 shares0.36%2025-09-302025-10-16history
GOOG ALPHABET INC1.1K sharesnew addition2025-09-302025-10-16history
XLK SELECT SECTOR SPDR TR897 shares0.11%2025-09-302025-10-16history
Sponsored
AAPL APPLE INC950 sharesnew addition2025-09-302025-10-16history
JNJ JOHNSON & JOHNSON1.3K sharesnew addition2025-09-302025-10-16history
IYW ISHARES TR1.2K shares-82.58%2025-09-302025-10-16history
GOVT ISHARES TR9.4K shares-0.07%2025-09-302025-10-16history
EME EMCOR GROUP INC332 sharesnew addition2025-09-302025-10-16history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available