DOSSIER · 13F-HR · Q2 2026

BCU Wealth Advisors, LLC

$301M in tracked AUM across 63 positions as of Q2 2026.

BW
CIK 0002003570 · last filed Jun 30, 2026
Total AUM
$301M
as of Q2 2026
Holdings
63
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

BCU Wealth 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
DFAC
DIMENSIONAL ETF TRUST
$135M3.0M44.7%
02
DFIC
DIMENSIONAL ETF TRUST
$42M1.1M13.9%
03
DFSD
DIMENSIONAL ETF TRUST
$19M404K6.4%
04
DFEM
DIMENSIONAL ETF TRUST
$13M324K4.4%
05
DFCF
DIMENSIONAL ETF TRUST
$12M286K4.0%
06
IVV
ISHARES TR
$10M14K3.4%
07
IUSB
ISHARES TR
$8M173K2.6%
08
DFIP
DIMENSIONAL ETF TRUST
$5M128K1.7%
09
DFAR
DIMENSIONAL ETF TRUST
$5M177K1.5%
10
IVW
ISHARES TR
$4M31K1.4%

Filing history

2026Q2Jun 30
$301M 12.2%
63 positionsView →
2026Q1Mar 31
$268M 2.6%
60 positionsView →
2025Q4Dec 31
$261M 5.7%
61 positionsView →
2025Q3Sep 30
$247M 11.0%
61 positionsView →
2025Q2Jun 30
$223M 15.8%
56 positionsLocked
2025Q1Mar 31
$192M 9.8%
50 positionsLocked
2024Q4Dec 31
$175M 4.3%
54 positionsLocked
2024Q3Sep 30
$168M 23.9%
52 positionsLocked
2024Q2Jun 30
$135M 15.0%
47 positionsLocked
2024Q1Mar 31
$118M 27.8%
45 positionsLocked
2023Q4Dec 31
$92M
39 positionsLocked