Bcu Wealth Advisors, LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $261 Billion distributed in 61 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 $115B, Dimensional ETF Tr Dimensional with a value of $37.3B, Dimensional ETF Tr Short Durat with a value of $17.3B, Dimensional ETF Tr Emerging Mk with a value of $11.9B, and Dimensional ETF Tr Core Fxd In with a value of $10.8B.

Examining the 13F form we can see an increase of $14.1B in the current position value, from $247B to 261B.

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 $261 Billion
ETFs: $248 Billion
Healthcare: $3.03 Billion
Technology: $1.37 Billion
Consumer Defensive: $1.29 Billion
Industrials: $851 Million
Financial Services: $764 Million
Energy: $521 Million
Communication Services: $333 Million
Other: $281 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $261 Billion
  • Prior Value $247 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 30, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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