StockDriftsStockDriftsTop 50 BCU Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 44.69% | 3.03M | $134.5M | -0.83%(-25.54K) | $31.37(+46.60%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 13.91% | 1.12M | $41.9M | +4.77%(+51.20K) | $27.06(+44.90%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 6.41% | 404.5K | $19.3M | +8.15%(+30.47K) | $47.26(+0.34%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.37% | 324.1K | $13.2M | -6.57%(-22.80K) | $26.29(+49.88%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 4% | 285.7K | $12.1M | +7.79%(+20.64K) | $41.90(-0.54%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.41% | 13.7K | $10.3M | +60.62%(+5.18K) | $591.49(+31.42%) | 2026-06-30 | |
| IUSB | ISHARES TR | 2.65% | 172.8K | $8.0M | +35.44%(+45.23K) | $45.65(-0.43%) | 2026-06-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 1.75% | 127.6K | $5.3M | +10.03%(+11.64K) | $41.32(-1.88%) | 2026-06-30 | |
| DFAR | DIMENSIONAL ETF TRUST | 1.54% | 177.4K | $4.6M | +4.33%(+7.36K) | $22.83(+14.52%) | 2026-06-30 | |
| IVW | ISHARES TR | 1.4% | 30.7K | $4.2M | +2.42%(+727) | $88.64(+59.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +41.09% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.40% |
BCU Wealth Advisors, LLC reports $301.08M in US-listed equity holdings across 63 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (44.7%), DFIC (13.9%) and DFSD (6.4%). The top 20 holdings account for 91.75% of reported assets. Its disclosed equity book has returned +41.09% cumulatively over 10 quarters. 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 BCU Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2003570). View BCU Wealth Advisors, LLC’s 13F filings on SEC