DOSSIER · 13F-HR · Q2 2026

BCM ADVISORS, LLC

$514M in tracked AUM across 80 positions as of Q2 2026.

BA
CIK 0001373017 · last filed Jun 30, 2026
Total AUM
$514M
as of Q2 2026
Holdings
80
positions
Whale Score
66
66
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

BCM ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BIV
Vanguard Intermediate Bond
$96M1.3M18.6%
02
GLD
SPDR Gold Share
$70M189K13.7%
03
DFAU
DIMENSIONAL US CORE EQUITY MARKT ETF
$59M1.2M11.5%
04
VTI
Vanguard Total Stock Mkt
$42M115K8.2%
05
DGRW
WisdomTree US Quality Dividend Gr ETF
$36M379K7.0%
06
CATH
S&P500 Catholic Values
$20M229K3.9%
07
JNJ
Johnson & Johnson
$10M39K2.0%
08
AVGO
Broadcom Ltd
$10M26K1.9%
09
XOM
Exxon Mobil Corporation
$8M53K1.6%
10
KO
Coca Cola Company
$8M100K1.6%

Filing history

2026Q2Jun 30
$514M 1.3%
80 positionsView →
2026Q1Mar 31
$507M 2.9%
78 positionsView →
2025Q4Dec 31
$522M 5.0%
73 positionsView →
2025Q3Sep 30
$497M 5.8%
74 positionsView →
2025Q2Jun 30
$470M 6.5%
70 positionsLocked
2025Q1Mar 31
$441M 1.5%
69 positionsLocked
2024Q4Dec 31
$448M 2.8%
70 positionsLocked
2024Q3Sep 30
$436M 3.3%
67 positionsLocked
2024Q2Jun 30
$422M 6.8%
72 positionsLocked
2024Q1Mar 31
$395M 3.7%
68 positionsLocked
2023Q4Dec 31
$381M 12.8%
66 positionsLocked
2023Q3Sep 30
$337M 9.6%
65 positionsLocked
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