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The Analysis of BCU Wealth Advisors, LLC's Holdings & P&L

Currently, BCU Wealth Advisors, LLC holds 63 types of securities in its portfolio with a total value $301.1M. In the most recent quarter, they have increased their positions in N/A (+5.2K shares, valued at $3.9M), IUSB (+45.2K shares, valued at $2.1M), DFIC (+51.2K shares, valued at $1.9M); decreased their positions in QUAL (-7.4K shares, valued at $1.6M), EFV (-19.3K shares, valued at $1.5M), IEMG (-14.7K shares, valued at $1.2M); initiated new positions in N/A (+46.6K shares, valued at $1.3M), INRO (+32.1K shares, valued at $1.2M), IGOV (+27.1K shares, valued at $1.1M).

1M P&L

+7.7M+2.71%

3M P&L

+4.7M+1.65%

HY P&L

+17.8M+6.50%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A278.8M

97.2%

2Semiconductors994.8K

0.3%

3Aerospace & Defense890.2K

0.3%

Top Industries by Stock Count

1N/A40 stocks

70.2%

2Semiconductors2 stocks

3.5%

3Medical Devices1 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST3.0M shares-0.83%2026-06-302026-07-14

DFIC DIMENSIONAL ETF TRUST1.1M shares4.77%2026-06-302026-07-14

DFSD DIMENSIONAL ETF TRUST404.5K shares8.15%2026-06-302026-07-14

DFEM DIMENSIONAL ETF TRUST324.1K shares-6.57%2026-06-302026-07-14

DFCF DIMENSIONAL ETF TRUST285.7K shares7.79%2026-06-302026-07-14

ISHARES TR ISHARES TR13.7K shares60.62%2026-06-302026-07-14

IUSB ISHARES TR172.8K shares35.44%2026-06-302026-07-14

DFIP DIMENSIONAL ETF TRUST127.6K shares10.03%2026-06-302026-07-14

Sponsored

DFAR DIMENSIONAL ETF TRUST177.4K shares4.33%2026-06-302026-07-14

IVW ISHARES TR30.7K shares2.42%2026-06-302026-07-14

DYNF BLACKROCK ETF TRUST59.9K shares2.24%2026-06-302026-07-14

IVE ISHARES TR15.4K shares-16.20%2026-06-302026-07-14

IEMG ISHARES INC29.2K shares-33.55%2026-06-302026-07-14

EFG ISHARES TR17.9K shares5.46%2026-06-302026-07-14

MBB ISHARES TR21.3K shares3.53%2026-06-302026-07-14

BAI BLACKROCK ETF TRUST37.3K shares-19.99%2026-06-302026-07-14

Sponsored

GOVT ISHARES TR84.7K shares6.03%2026-06-302026-07-14

MTUM ISHARES TR4.9K shares-22.36%2026-06-302026-07-14

TLH ISHARES TR16.3K shares-16.79%2026-06-302026-07-14

EFV ISHARES TR20.1K shares-48.98%2026-06-302026-07-14

BLCR BLACKROCK ETF TRUST28.4K shares5.58%2026-06-302026-07-14

BLACKROCK ETF TRUST BLACKROCK ETF TRUST46.6K sharesnew addition2026-06-302026-07-14

ABBVIE INC ABBVIE INC5.1K shares0.88%2026-06-302026-07-14

INRO BLACKROCK ETF TRUST32.1K sharesnew addition2026-06-302026-07-14

Sponsored

THRO BLACKROCK ETF TRUST27.0K shares-30.49%2026-06-302026-07-14

IGOV ISHARES TR27.1K sharesnew addition2026-06-302026-07-14

IDEF BLACKROCK ETF TRUST33.3K shares5.83%2026-06-302026-07-14

GE GE AEROSPACE2.4K shares13.16%2026-06-302026-07-14

CVS CVS HEALTH CORP7.8K shares0.35%2026-06-302026-07-14

QQQ INVESCO QQQ TR1.1K shares-4.41%2026-06-302026-07-14

KO COCA COLA CO8.7K shares0.74%2026-06-302026-07-14

GEV GE VERNOVA INC585 shares12.50%2026-06-302026-07-14

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.6K shares-12.55%2026-06-302026-07-14

MGC VANGUARD WORLD FD2.3K shares-19.42%2026-06-302026-07-14

NVDA NVIDIA CORPORATION3.0K shares7.74%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares0.18%2026-06-302026-07-14

EXXON MOBIL CORP EXXON MOBIL CORP4.4K shares0.60%2026-06-302026-07-14

QUAL ISHARES TR2.2K shares-77.38%2026-06-302026-07-14

BAX BAXTER INTL INC21.2K shares0.05%2026-06-302026-07-14

ABT ABBOTT LABORATORIES4.8K shares0.55%2026-06-302026-07-14

Sponsored

MUB ISHARES TR3.9K shares37.30%2026-06-302026-07-14

BINC BLACKROCK ETF TRUST II7.9K shares-63.55%2026-06-302026-07-14

IWY ISHARES TR1.4K shares0.14%2026-06-302026-07-14

DGRO ISHARES TR5.3K shares-27.51%2026-06-302026-07-14

GOOG ALPHABET INC1.1K shares3.11%2026-06-302026-07-14

INTC INTEL CORP2.8K sharesnew addition2026-06-302026-07-14

ESGU ISHARES TR2.3K shares-28.91%2026-06-302026-07-14

IAU ISHARES GOLD TR5.0K shares4.66%2026-06-302026-07-14

Sponsored

PM PHILIP MORRIS INTL INC2.1K shares0.87%2026-06-302026-07-14

BND VANGUARD BD INDEX FDS5.1K shares1.01%2026-06-302026-07-14

BX BLACKSTONE INC3.1K shares-3.28%2026-06-302026-07-14

SPHQ INVESCO EXCHANGE TRADED FD T4.0K shares-25.62%2026-06-302026-07-14

XLK SELECT SECTOR SPDR TR1.8K shares0.11%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON1.3K shares1.38%2026-06-302026-07-14

WMT WALMART INC3.0K shares-0.24%2026-06-302026-07-14

AAPL APPLE INC1.1K shares14.32%2026-06-302026-07-14

Sponsored

AMZN AMAZON COM INC1.3K shares6.24%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO940 shares11.37%2026-06-302026-07-14

DSTL ETF SER SOLUTIONS5.1K shares-13.36%2026-06-302026-07-14

EME EMCOR GROUP INC333 shares0.30%2026-06-302026-07-14

ICVT ISHARES TR2.1K shares-19.28%2026-06-302026-07-14

MSFT MICROSOFT CORP632 shares-10.99%2026-06-302026-07-14

SYSB ISHARES TR2.3K sharesnew addition2026-06-302026-07-14

DFAC

DIMENSIONAL ETF TRUST

-0.83%

Shares3.0M

Event2026-06-30

Filed2026-07-14

DFIC

DIMENSIONAL ETF TRUST

4.77%

Shares1.1M

Event2026-06-30

Filed2026-07-14

DFSD

DIMENSIONAL ETF TRUST

8.15%

Shares404.5K

Event2026-06-30

Filed2026-07-14

DFEM

DIMENSIONAL ETF TRUST

-6.57%

Shares324.1K

Event2026-06-30

Filed2026-07-14

DFCF

DIMENSIONAL ETF TRUST

7.79%

Shares285.7K

Event2026-06-30

Filed2026-07-14

ISHARES TR

60.62%

Shares13.7K

Event2026-06-30

Filed2026-07-14

IUSB

ISHARES TR

35.44%

Shares172.8K

Event2026-06-30

Filed2026-07-14

DFIP

DIMENSIONAL ETF TRUST

10.03%

Shares127.6K

Event2026-06-30

Filed2026-07-14

DFAR

DIMENSIONAL ETF TRUST

4.33%

Shares177.4K

Event2026-06-30

Filed2026-07-14

IVW

ISHARES TR

2.42%

Shares30.7K

Event2026-06-30

Filed2026-07-14

DYNF

BLACKROCK ETF TRUST

2.24%

Shares59.9K

Event2026-06-30

Filed2026-07-14

IVE

ISHARES TR

-16.20%

Shares15.4K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

-33.55%

Shares29.2K

Event2026-06-30

Filed2026-07-14

EFG

ISHARES TR

5.46%

Shares17.9K

Event2026-06-30

Filed2026-07-14

MBB

ISHARES TR

3.53%

Shares21.3K

Event2026-06-30

Filed2026-07-14

BAI

BLACKROCK ETF TRUST

-19.99%

Shares37.3K

Event2026-06-30

Filed2026-07-14

GOVT

ISHARES TR

6.03%

Shares84.7K

Event2026-06-30

Filed2026-07-14

MTUM

ISHARES TR

-22.36%

Shares4.9K

Event2026-06-30

Filed2026-07-14

TLH

ISHARES TR

-16.79%

Shares16.3K

Event2026-06-30

Filed2026-07-14

EFV

ISHARES TR

-48.98%

Shares20.1K

Event2026-06-30

Filed2026-07-14

BLCR

BLACKROCK ETF TRUST

5.58%

Shares28.4K

Event2026-06-30

Filed2026-07-14

BLACKROCK ETF TRUST

New

Shares46.6K

Event2026-06-30

Filed2026-07-14

ABBVIE INC

0.88%

Shares5.1K

Event2026-06-30

Filed2026-07-14

INRO

BLACKROCK ETF TRUST

New

Shares32.1K

Event2026-06-30

Filed2026-07-14

THRO

BLACKROCK ETF TRUST

-30.49%

Shares27.0K

Event2026-06-30

Filed2026-07-14

IGOV

ISHARES TR

New

Shares27.1K

Event2026-06-30

Filed2026-07-14

IDEF

BLACKROCK ETF TRUST

5.83%

Shares33.3K

Event2026-06-30

Filed2026-07-14

GE AEROSPACE

13.16%

Shares2.4K

Event2026-06-30

Filed2026-07-14

CVS

CVS HEALTH CORP

0.35%

Shares7.8K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

-4.41%

Shares1.1K

Event2026-06-30

Filed2026-07-14

COCA COLA CO

0.74%

Shares8.7K

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

12.50%

Shares585

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD SPECIALIZED FUNDS

-12.55%

Shares2.6K

Event2026-06-30

Filed2026-07-14

MGC

VANGUARD WORLD FD

-19.42%

Shares2.3K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

7.74%

Shares3.0K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

0.18%

Shares1.6K

Event2026-06-30

Filed2026-07-14

EXXON MOBIL CORP

0.60%

Shares4.4K

Event2026-06-30

Filed2026-07-14

QUAL

ISHARES TR

-77.38%

Shares2.2K

Event2026-06-30

Filed2026-07-14

BAX

BAXTER INTL INC

0.05%

Shares21.2K

Event2026-06-30

Filed2026-07-14

ABT

ABBOTT LABORATORIES

0.55%

Shares4.8K

Event2026-06-30

Filed2026-07-14

MUB

ISHARES TR

37.30%

Shares3.9K

Event2026-06-30

Filed2026-07-14

BINC

BLACKROCK ETF TRUST II

-63.55%

Shares7.9K

Event2026-06-30

Filed2026-07-14

IWY

ISHARES TR

0.14%

Shares1.4K

Event2026-06-30

Filed2026-07-14

DGRO

ISHARES TR

-27.51%

Shares5.3K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

3.11%

Shares1.1K

Event2026-06-30

Filed2026-07-14

INTC

INTEL CORP

New

Shares2.8K

Event2026-06-30

Filed2026-07-14

ESGU

ISHARES TR

-28.91%

Shares2.3K

Event2026-06-30

Filed2026-07-14

IAU

ISHARES GOLD TR

4.66%

Shares5.0K

Event2026-06-30

Filed2026-07-14

PHILIP MORRIS INTL INC

0.87%

Shares2.1K

Event2026-06-30

Filed2026-07-14

BND

VANGUARD BD INDEX FDS

1.01%

Shares5.1K

Event2026-06-30

Filed2026-07-14

BLACKSTONE INC

-3.28%

Shares3.1K

Event2026-06-30

Filed2026-07-14

SPHQ

INVESCO EXCHANGE TRADED FD T

-25.62%

Shares4.0K

Event2026-06-30

Filed2026-07-14

XLK

SELECT SECTOR SPDR TR

0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

1.38%

Shares1.3K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

-0.24%

Shares3.0K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

14.32%

Shares1.1K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

6.24%

Shares1.3K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

11.37%

Shares940

Event2026-06-30

Filed2026-07-14

DSTL

ETF SER SOLUTIONS

-13.36%

Shares5.1K

Event2026-06-30

Filed2026-07-14

EME

EMCOR GROUP INC

0.30%

Shares333

Event2026-06-30

Filed2026-07-14

ICVT

ISHARES TR

-19.28%

Shares2.1K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

-10.99%

Shares632

Event2026-06-30

Filed2026-07-14

SYSB

ISHARES TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available