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Filers›Asset Manager›BCM ADVISORS, LLC
DOSSIER · 13F-HR · Q1 2026

BCM ADVISORS, LLC

BCM's asset manager based in Stamford, CT — $507M in tracked AUM across 78 positions as of Q1 2026.

B
BCM·Stamford, CT·Asset Manager
CIK 0001373017 · last filed Mar 31, 2026
Total AUM
$507M
▲ 2.3%
vs prior
Holdings
78
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
Top sector
Tech
14% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BCM ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BIV
Vanguard Intermediate Bond
$97M1.3M19.1%
02
GLD
SPDR Gold Share
$80M193K15.8%
03
DFAU
DIMENSIONAL US CORE EQUITY MARKT ETF
$59M1.2M11.7%
04
VTI
Vanguard Total Stock Mkt
$41M115K8.0%
05
DGRW
WisdomTree US Quality Dividend Gr ETF
$36M390K7.2%
06
CATH
S&P500 Catholic Values
$20M237K4.0%
07
AVGO
Broadcom Ltd
$11M26K2.1%
08
JNJ
Johnson & Johnson
$9M39K1.7%
09
XOM
Exxon Mobil Corporation
$8M53K1.6%
10
KO
Coca Cola Company
$8M100K1.5%

Filing history

Filing history loading…
AI Agent · grounded in BCM
haiku-4-5 · 78 positions indexed
Sector mix
  • Tech14%
  • Financials9%
  • Health Care50%
  • Cons. Disc.6%
  • Communications21%
  • Industrials7%
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