Bcu Wealth Advisors, LLC Portfolio Holdings

Bcu Wealth Advisors, LLC

  • $247 Billion
  • Q3 2025

Bcu Wealth Advisors, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $247 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 $109B, Dimensional ETF Tr Dimensional with a value of $34.2B, Dimensional ETF Tr Short Durat with a value of $16.2B, Dimensional ETF Tr Emerging Mk with a value of $10.9B, and Dimensional ETF Tr Core Fxd In with a value of $10.1B.

Examining the 13F form we can see an increase of $24.5B in the current position value, from $223B to 247B.

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 $247 Billion
ETFs: $234 Billion
Healthcare: $3.25 Billion
Technology: $1.49 Billion
Consumer Defensive: $1.24 Billion
Industrials: $848 Million
Financial Services: $811 Million
Energy: $488 Million
Consumer Cyclical: $267 Million
Other: $258 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.31B
$478 Million 0.19% of portfolio
20,995
Q3 2025 Added 0.55%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $247 Billion
  • Prior Value $223 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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