BCU Wealth Advisors, LLC

Est. AUM

$268.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$118.9M	3058573	44.31%	DFND
2	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$38.1M	1073062	14.21%	DFND
3	DIMENSIONAL ETF TRUST	SHORT DURATION F	$17.9M	373992	6.68%	DFND
4	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$12.0M	346910	4.47%	DFND
5	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$11.2M	265022	4.17%	DFND
6	ISHARES TR	CORE UNIVRSL USD	$5.9M	127618	2.20%	DFND
7	ISHARES TR	CORE S&P500 ETF	$5.6M	8546	2.08%	DFND
8	DIMENSIONAL ETF TRUST	INFLATION PROTE	$4.8M	116000	1.80%	DFND
9	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$4.0M	170039	1.50%	DFND
10	ISHARES TR	S&P 500 VAL ETF	$3.9M	18353	1.44%	DFND
11	BLACKROCK ETF TRUST	ISHARES US EQUIT	$3.4M	58612	1.27%	DFND
12	ISHARES TR	S&P 500 GRWT ETF	$3.4M	30005	1.27%	DFND
13	ISHARES INC	CORE MSCI EMKT	$3.1M	43874	1.14%	DFND
14	ISHARES TR	EAFE VALUE ETF	$2.9M	39341	1.09%	DFND
15	ISHARES TR	10-20 YR TRS ETF	$2.0M	19634	0.74%	DFND
16	ISHARES TR	MBS ETF	$1.9M	20540	0.73%	DFND
17	ISHARES TR	EAFE GRWTH ETF	$1.9M	16963	0.70%	DFND
18	ISHARES TR	MSCI USA QLT FCT	$1.8M	9540	0.68%	DFND
19	ISHARES TR	US TREAS BD ETF	$1.8M	79857	0.68%	DFND
20	BLACKROCK ETF TRUST	ISHARES A I INNO	$1.5M	46628	0.57%	DFND
21	ISHARES TR	MSCI USA MMENTM	$1.5M	6341	0.57%	DFND
22	BLACKROCK ETF TRUST	ISHARES US THEMA	$1.4M	38866	0.52%	DFND
23	ISHARES TR	CORE INTL AGGR	$1.2M	23614	0.44%	DFND
24	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.1M	21797	0.42%	DFND
25	ABBVIE INC	COM	$1.1M	5089	0.41%	DFND
26	BLACKROCK ETF TRUST	ISHARES LARGE CA	$1.1M	26875	0.41%	DFND
27	BLACKROCK ETF TRUST	ISHARES DEFENSE	$1.0M	31484	0.38%	DFND
28	EXXON MOBIL CORP	COM	$735K	4330	0.27%	DFND
29	VANGUARD WORLD FD	MEGA CAP INDEX	$665K	2812	0.25%	DFND
30	COCA COLA CO	COM	$659K	8665	0.25%	DFND
31	INVESCO QQQ TR	UNIT SER 1	$655K	1134	0.24%	DFND
32	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$651K	3027	0.24%	DFND
33	GE AEROSPACE	COM NEW	$597K	2105	0.22%	DFND
34	CVS HEALTH CORP	COM	$555K	7726	0.21%	DFND
35	VANGUARD INDEX FDS	TOTAL STK MKT	$524K	1634	0.20%	DFND
36	ISHARES TR	CORE DIV GRWTH	$511K	7281	0.19%	DFND
37	NVIDIA CORPORATION	COM	$494K	2830	0.18%	DFND
38	ABBOTT LABORATORIES	COM	$488K	4749	0.18%	DFND
39	ISHARES TR	ESG AWR MSCI USA	$463K	3272	0.17%	DFND
40	GE VERNOVA INC	COM	$454K	520	0.17%	DFND
41	ISHARES GOLD TR	ISHARES NEW	$422K	4790	0.16%	DFND
42	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$406K	5405	0.15%	DFND
43	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$373K	5065	0.14%	DFND
44	WALMART INC	COM	$370K	2978	0.14%	DFND
45	BLACKSTONE INC	COM	$368K	3200	0.14%	DFND
46	BAXTER INTL INC	COM	$355K	21145	0.13%	DFND
47	ISHARES TR	RUS TP200 GR ETF	$349K	1401	0.13%	DFND
48	ETF SER SOLUTIONS	DISTILLATE US	$343K	5928	0.13%	DFND
49	PHILIP MORRIS INTL INC	COM	$342K	2070	0.13%	DFND
50	JOHNSON & JOHNSON	COM	$320K	1308	0.12%	DFND

1–50 of 60

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.