Bcu Wealth Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $223 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $96.8B, Dimensional ETF Tr Dimensional with a value of $30.5B, Dimensional ETF Tr Short Durat with a value of $14.8B, Dimensional ETF Tr Emerging Mk with a value of $9.82B, and Dimensional ETF Tr Core Fxd In with a value of $9.25B.

Examining the 13F form we can see an increase of $30.5B in the current position value, from $192B to 223B.

Bcu Wealth Advisors, LLC is based out at Vernon Hills, IL

Below you can find more details about Bcu Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $223 Billion
ETFs: $212 Billion
Healthcare: $2.87 Billion
Technology: $1.31 Billion
Consumer Defensive: $1.3 Billion
Financial Services: $825 Million
Industrials: $540 Million
Energy: $467 Million
Consumer Cyclical: $267 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $223 Billion
  • Prior Value $192 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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