SEC 13F Intelligence

Managers / Q4 2025 · view latest →

BCU Wealth Advisors, LLC

CIK 0002003570 · 300 N MILWAUKEE AVE, VERNON HILLS, IL, 60061 · 847-932-8007

Reported Value
$261M
Q4 2025
Positions
61
Filings on Record
12
2019–present window
Filed
Jan 30, 2026
original filing

Summary

Bcu Wealth Advisors, LLC reported $261M in U.S.-listed holdings across 61 positions for Q4 2025.

The portfolio is heavily concentrated: DFAC alone accounts for 76.9% of reported value.

Compared with Q3 2025, the fund opened 2 new positions and exited 2.

Portfolio Metrics

Turnover
+1.2%
vs prior filed quarter
Top-10 Concentration
+96.3%
share of reported value
Largest Position
+76.9%
Dimensional Etf
New / Exited
2 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $92MQ4 ’23Q1 ’24: $118MQ2 ’24: $135MQ2 ’24Q3 ’24: $168MQ4 ’24: $175MQ4 ’24Q1 ’25: $192MQ2 ’25: $223MQ2 ’25Q3 ’25: $247MQ4 ’25: $261MQ4 ’25Q1 ’26: $268MQ2 ’26: $301MQ2 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 96.6%Common Stock: 3.4%
  • ETP · 96.6% · $253M
  • Common Stock · 3.4% · $9M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BNDVANGUARD BD INDEX FDSNEW+5.0K5.0K+$372,775$372,775
EFAVISHARES TRNEW+2.3K2.3K+$200,750$200,750
XLKSELECT SECTOR SPDR TRADDED+8991.8K+$5,841$258,642
STIPISHARES TRSOLD OUT2.7K0$279,753$0
IYWISHARES TRSOLD OUT1.2K0$226,778$0
MTUMISHARES TRADDED+2.1K6.0K+$494,309$2M
QUALISHARES TRTRIMMED7.9K9.2K$1M$2M
IVEISHARES TRADDED+5.8K19.4K+$1M$4M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

34 positions
#IssuerClass% PortfolioValueShares
1DFACDIMENSIONAL ETF TRUSTUS CORE EQUITY 2 · INTL CORE EQUITY · SHORT DURATION F · EMERGING MKTS CO · CORE FIXED INCOM · INFLATION PROTE · US REAL ESTATE E76.88%$201M5.25M
2IVVISHARES TRCORE UNIVRSL USD · CORE S&P500 ETF · S&P 500 VAL ETF · S&P 500 GRWT ETF · EAFE VALUE ETF · S&P 100 ETF · 10-20 YR TRS ETF · MBS ETF · MSCI USA QLT FCT · MSCI USA MMENTM · CORE INTL AGGR · US AER DEF ETF · CORE DIV GRWTH · ESG AWR MSCI USA · RUS TP200 GR ETF · JPMORGAN USD EMG · EAFE GRWTH ETF · CONV BD ETF · US TREAS BD ETF · MSCI EAFE MIN VL13.40%$35M335.7K
3DYNFBLACKROCK ETF TRUSTISHARES US EQUIT · ISHARES A I INNO · ISHARES US THEMA2.65%$7M146.9K
4IEMGISHARES INChistory →CORE MSCI EMKT1.21%$3M47.1K
5BINCBLACKROCK ETF TRUST IIISHARES FLEXIBLE0.53%$1M26.1K
6ABBVABBVIE INCCOM0.44%$1M5.1K
7IAUISHARES GOLD TRISHARES NEW0.44%$1M14.2K
8MGCVANGUARD WORLD FDMEGA CAP INDEX0.27%$704,9192.8K
9QQQINVESCO QQQ TRUNIT SER 10.27%$696,1161.1K
10VIGVANGUARD SPECIALIZED FUNDSDIV APP ETF0.25%$663,6443.0K
11GE AEROSPACECOM NEW0.25%$647,7122.1K
12KOCOCA COLA COCOM0.24%$632,3799.0K
13CVSCVS HEALTH CORPCOM0.23%$610,7767.7K
14ABTABBOTT LABSCOM0.23%$592,5454.7K
15VTIVANGUARD INDEX FDSTOTAL STK MKT0.21%$547,7251.6K
16NVDANVIDIA CORPORATIONCOM0.20%$527,7952.8K
17EXMOCEXXON MOBIL CORPCOM0.20%$521,0724.3K
18BXBLACKSTONE INCCOM0.19%$493,2483.2K
19SPHQINVESCO EXCHANGE TRADED FD TS&P500 QUALITY0.15%$404,4355.4K
20BAXBAXTER INTL INCCOM0.15%$403,87721.1K
21BNDVANGUARD BD INDEX FDSTOTAL BND MRKT0.14%$372,7755.0K
22ETF SER SOLUTIONSDISTILLATE US0.13%$348,4365.9K
23MSFTMICROSOFT CORPCOM0.13%$343,283710
24GEVGE VERNOVA INCCOM0.13%$339,929520
25GOOGALPHABET INCCAP STK CL C0.13%$332,8591.1K
26WMTWALMART INCCOM0.13%$331,3193.0K
27PMPHILIP MORRIS INTL INCCOM0.13%$331,0692.1K
28AMZNAMAZON COM INCCOM0.11%$280,9081.2K
29JPMJPMORGAN CHASE & CO.COM0.10%$270,642840
30JNJJOHNSON & JOHNSONCOM0.10%$269,6921.3K
31XLKSELECT SECTOR SPDR TRSTATE STREET TEC0.10%$258,6421.8K
32AAPLAPPLE INCCOM0.10%$258,272950
33ORCLORACLE CORPCOM0.09%$241,3421.2K
34EMEEMCOR GROUP INCCOM0.08%$203,266332

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$301M63Jul 14, 202613F-HRchanges · EDGAR ↗
Q1 2026$268M60Apr 21, 202613F-HRchanges · EDGAR ↗
Q4 2025$261M61Jan 30, 202613F-HRchanges · EDGAR ↗
Q3 2025$247M61Oct 16, 202513F-HRchanges · EDGAR ↗
Q2 2025$223M56Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$192M50Apr 17, 202513F-HRchanges · EDGAR ↗
Q4 2024$175M54Jan 30, 202513F-HRchanges · EDGAR ↗
Q3 2024$168M52Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$135M47Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$118M45May 3, 202413F-HRchanges · EDGAR ↗
Q4 2023$92M39Feb 9, 202413F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 6 additional managers.

  • LPL Financial LLC028-12526
  • Madison Asset Management, LLC028-10986
  • NATIXIS ADVISORS, LLC028-05788
  • MANAGED ASSET PORTFOLIOS, LLC028-16090
  • Clark Capital Management Group, Inc.028-11680
  • Baxter Credit Union028-23706

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.