Bcu Wealth Advisors, LLC Portfolio Holdings

Bcu Wealth Advisors, LLC

  • $192 Billion
  • Q1 2025

Bcu Wealth Advisors, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 50 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 $84B, Dimensional ETF Tr Dimensional with a value of $26B, Dimensional ETF Tr Short Durat with a value of $12.9B, Dimensional ETF Tr Emerging Mk with a value of $8.31B, and Dimensional ETF Tr Core Fxd In with a value of $8.06B.

Examining the 13F form we can see an increase of $17.2B in the current position value, from $175B to 192B.

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 $192 Billion
ETFs: $184 Billion
Healthcare: $3.28 Billion
Consumer Defensive: $1.19 Billion
Technology: $1.04 Billion
Energy: $515 Million
Industrials: $419 Million
Consumer Cyclical: $232 Million
Financial Services: $203 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$84 Billion 43.71% of portfolio
2,547,252
Q1 2025 Added 17.52%
$0
$26 Billion 13.55% of portfolio
937,941
Q1 2025 Added 3.96%
$0
$12.9 Billion 6.71% of portfolio
271,479
Q1 2025 Added 4.42%
$0
$8.31 Billion 4.32% of portfolio
314,051
Q1 2025 Added 10.48%
$0
$8.06 Billion 4.19% of portfolio
191,707
Q1 2025 Added 3.58%
$0
$7.22 Billion 3.76% of portfolio
156,759
Q1 2025 Added 17.41%
$0
$6.36 Billion 3.31% of portfolio
11,312
Q1 2025 Added 17.96%
$0
$3.5 Billion 1.82% of portfolio
83,097
Q1 2025 Reduced 7.05%
$0
$2.89 Billion 1.5% of portfolio
121,697
Q1 2025 Added 11.39%
$0
$2.74 Billion 1.42% of portfolio
29,466
Q1 2025 Added 18.95%
$0
$2.61 Billion 1.36% of portfolio
15,258
Q1 2025 Added 18.39%
$0
$2.49 Billion 1.29% of portfolio
50,998
Q1 2025 Added 18.01%
$0
$2.37 Billion 1.23% of portfolio
40,140
Q1 2025 Added 8.98%
$0
$2.28 Billion 1.19% of portfolio
22,823
Q1 2025 Added 16.41%
$0
$2.02 Billion 1.05% of portfolio
21,507
Q1 2025 Added 15.13%
$0
$1.53 Billion 0.8% of portfolio
8,039
Q1 2025 Added 19.5%
$0
$1.15 Billion 0.6% of portfolio
20,950
Q1 2025 Added 18.47%
$306B
$1.04 Billion 0.54% of portfolio
4,972
Q1 2025 Added 0.63%
$0
$875 Million 0.45% of portfolio
6,228
Q1 2025 Added 19.15%
$0
$815 Million 0.42% of portfolio
8,959
Q1 2025 Added 15.91%
$14.6B
$743 Million 0.39% of portfolio
21,720
Q1 2025 Added 8.4%
$3.17T
$735 Million 0.38% of portfolio
3,309
Q1 2025 Added 0.09%
$88.3B
$687 Million 0.36% of portfolio
10,145
Q1 2025 Reduced 4.14%
$316B
$648 Million 0.34% of portfolio
9,046
Q1 2025 Reduced 4.91%
$229B
$600 Million 0.31% of portfolio
4,521
Q1 2025 Added 0.31%
$0
$581 Million 0.3% of portfolio
2,995
Q1 2025 Added 0.34%
$0
$529 Million 0.28% of portfolio
1,129
Q4 2024 Added 0.27%
$0
$540 Million 0.28% of portfolio
10,002
Q1 2025 Added 17.55%
$446B
$515 Million 0.27% of portfolio
4,330
Q1 2025 New
$0
$482 Million 0.25% of portfolio
2,393
Q1 2025 Added 0.21%
$0
$451 Million 0.23% of portfolio
2,230
Q1 2025 Reduced 25.57%
$199B
$419 Million 0.22% of portfolio
2,094
Q1 2025 Added 0.14%
$0
$391 Million 0.2% of portfolio
3,211
Q1 2025 Added 0.31%
$0
$337 Million 0.18% of portfolio
1,225
Q1 2025 Added 0.25%
$0
$355 Million 0.18% of portfolio
5,353
Q1 2025 Added 0.24%
$0
$324 Million 0.17% of portfolio
3,571
Q1 2025 Added 15.83%
$253B
$325 Million 0.17% of portfolio
2,048
Q1 2025 Added 0.34%
$0
$319 Million 0.17% of portfolio
5,879
Q1 2025 Added 0.24%
$0
$303 Million 0.16% of portfolio
1,438
Q1 2025 Added 0.07%
$0
$309 Million 0.16% of portfolio
4,995
Q1 2025 Added 0.4%
$253B
$307 Million 0.16% of portfolio
2,830
Q2 2024 Added 900.0%
$0
$280 Million 0.15% of portfolio
3,352
Q1 2025 Added 3.68%
$0
$255 Million 0.13% of portfolio
5,651
Q1 2025 Added 24.77%
$1.76T
$232 Million 0.12% of portfolio
1,217
Q1 2024 New
$0
$225 Million 0.12% of portfolio
9,805
Q1 2025 Added 7.62%
$53.1B
$222 Million 0.12% of portfolio
3,761
Q1 2025 Reduced 35.71%
$680B
$203 Million 0.11% of portfolio
829
Q1 2025 New
$412B
$208 Million 0.11% of portfolio
1,255
Q1 2025 New
$253B
$218 Million 0.11% of portfolio
2,484
Q1 2025 Added 0.16%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $192 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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