StockDriftsStockDriftsTop 50 Bcm Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | Vanguard Intermediate Bond | 18.63% | 1.27M | $95.7M | +0.22%(+2.72K) | $82.84(-8.82%) | 2026-06-30 | |
| GLD | SPDR Gold Share | 13.71% | 189.3K | $70.4M | -1.99%(-3.84K) | $134.89(+199.63%) | 2026-06-30 | |
| DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | 11.54% | 1.16M | $59.3M | -3.30%(-39.44K) | $30.75(+74.71%) | 2026-06-30 | |
| VTI | Vanguard Total Stock Mkt | 8.18% | 115.2K | $42.0M | +0.11%(+131) | $202.47(+89.34%) | 2026-06-30 | |
| DGRW | WisdomTree US Quality Dividend Gr ETF | 7.03% | 378.6K | $36.1M | -2.99%(-11.66K) | $65.36(+52.41%) | 2026-06-30 | |
| CATH | S&P500 Catholic Values | 3.92% | 229.5K | $20.1M | -3.08%(-7.30K) | $42.19(+119.24%) | 2026-06-30 | |
| JNJ | Johnson & Johnson | 2.02% | 39.4K | $10.4M | +0.23%(+90) | $117.93(+120.86%) | 2026-06-30 | |
| AVGO | Broadcom Ltd | 1.93% | 26.0K | $9.9M | +0.00%(+0) | $136.59(+188.26%) | 2026-06-30 | |
| KO | Coca Cola Company | 1.6% | 99.8K | $8.2M | +0.00%(+0) | $25.42(+244.69%) | 2026-06-30 | |
| SCHD | Schwab US Dividend | 1.46% | 226.0K | $7.5M | +148.28%(+134.96K) | $30.17(+13.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.42% | +49.78% | +7.03% | +40.45% |
| Top 20 Holdings Unweighted | +19.07% | +68.81% | +12.51% | +80.31% |
Bcm Advisors LLC reports $513.63M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are BIV (18.6%), GLD (13.7%) and DFAU (11.5%). The top 20 holdings account for 81.91% of reported assets. Its disclosed equity book has returned +49.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bcm Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1373017). View Bcm Advisors LLC’s 13F filings on SEC