BCM Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), BCM Advisors, LLC reported 80 stock positions worth $513.6 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 18.6% of the portfolio, followed by SPDR Gold Shares (GLD, 13.7%) and Dimensional US Core Equity M (DFAU, 11.5%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 23 and reduced 20. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +148%) and the biggest sale SPDR Gold Shares (GLD, shares −2%).

Most Recent 13F
Q2 2026
Location
LAFAYETTE, LA
CIK
0001373017
Portfolio Value
$513.6M (Q2 2026)
SEC Filing
0001373017-26-000007 ↗ filed Jul 28, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $394.8M Q1 2024 Q2 2024: $421.6M Q2 2024 Q3 2024: $435.6M Q3 2024 Q4 2024: $447.8M Q4 2024 Q1 2025: $440.9M Q1 2025 Q2 2025: $469.6M Q2 2025 Q3 2025: $497.0M Q3 2025 Q4 2025: $521.9M Q4 2025 Q1 2026: $506.9M Q1 2026 Q2 2026: $513.6M $513.6M Q2 2026

Holdings 80 stocks · $513.6M
BIV Vanguard Intermediate-Term B 18.63% 1,267,115 $95.7M Add +0.2%
GLD SPDR Gold Shares 13.71% 189,286 $70.4M Reduce -2.0%
DFAU Dimensional US Core Equity M 11.54% 1,157,030 $59.3M Reduce -3.3%
VTI VG Morningstar TS MKT ETF-US 8.18% 115,200 $42.0M Add +0.1%
DGRW Wisdomtree U.S. Quality Divi 7.03% 378,553 $36.1M Reduce -3.0%
CATH Global X S&P 500 Ca Val ETF 3.92% 229,489 $20.1M Reduce -3.1%
JNJ Johnson & Johnson 2.02% 39,425 $10.4M Add +0.2%
AVGO Broadcom Inc. 1.93% 26,018 $9.9M No change
XOM Exxonmobil Holdings Corp. 1.62% 53,050 $8.3M No change
KO The Coca-Cola Co. 1.60% 99,785 $8.2M No change
SCHD Schwab US DVD Equity ETF 1.46% 225,983 $7.5M Add +148.3%
ATO Atmos Energy Corp. 1.44% 41,319 $7.4M No change
DUK Duke Energy Corp. 1.42% 56,072 $7.3M Reduce -0.0%
NVDA Nvidia Corp. 1.40% 34,869 $7.2M Add +1.2%
AMD Advanced Micro Devices 1.24% 12,230 $6.4M No change
CAT Caterpillar Inc. 1.22% 7,049 $6.3M Add +0.0%
SGOL Abrdn Physical Gold Shares 1.18% 156,755 $6.0M Add +3.1%
BRO Brown & Brown Inc. 1.16% 88,372 $6.0M Add +0.2%
ED Consolidated Edison Inc. 1.06% 48,218 $5.4M No change
EPD Enterprise Products Partners 0.93% 122,984 $4.8M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.84% 53,733 $4.3M Reduce -73.9%
DFAS Dimensional US Small Cap ETF 0.84% 53,519 $4.3M Add +3.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.83% 5,771 $4.3M Add +0.8%
ISTB iShares Core 1-5 Year Usd Bo 0.79% 84,993 $4.1M Add +20.3%
PH Parker Hannifin Corp. 0.76% 3,971 $3.9M No change
CL Colgate-Palmolive Co. 0.76% 42,809 $3.9M Add +0.1%
DE Deere & Co. 0.68% 5,548 $3.5M No change
COST Costco Wholesale Corp. 0.61% 3,335 $3.1M No change
VLO Valero Energy Corp. 0.59% 10,010 $3.0M No change
TLT iShares 20+ Year Treasury BD 0.58% 35,837 $3.0M No change
AAPL Apple Inc. 0.57% 8,811 $2.9M Reduce -0.1%
PEP Pepsico Inc. 0.57% 21,452 $2.9M Reduce -0.5%
USMV iShares MSCI USA Min Vol Fac 0.54% 28,840 $2.8M Reduce -1.4%
IP International Paper Co. 0.54% 65,373 $2.8M Add +0.1%
KMI Kinder Morgan Inc. 0.52% 81,344 $2.7M No change
GLDM SPDR Gold Minishares Trust 0.52% 33,154 $2.7M Add +76.4%
COP Conocophillips 0.51% 21,843 $2.6M Reduce -0.3%
GD General Dynamics Corp. 0.50% 6,648 $2.6M Add +0.7%
ADM Archer-Daniels-Midland Co. 0.38% 22,602 $1.9M No change
JBHT Hunt (jb) Transprt SVCS Inc. 0.37% 6,512 $1.9M No change
GIS General Mills Inc. 0.34% 48,864 $1.8M Add +0.4%
JPM JPMorgan Chase & Co. 0.33% 4,779 $1.7M No change
MKSI MKS Inc. 0.31% 4,903 $1.6M No change
IEF iShares 7-10 Year Treasury B 0.26% 14,322 $1.3M Reduce -54.5%
CNI Canadian Natl Railway Co. 0.26% 10,136 $1.3M No change
VXUS Vanguard Total Intl Stock 0.25% 15,578 $1.3M New
AFL Aflac Inc. 0.25% 10,063 $1.3M No change
UGI Ugi Corp. 0.23% 32,225 $1.2M No change
CNP Centerpoint Energy Inc. 0.22% 25,016 $1.1M No change
SYY Sysco Corp. 0.21% 12,857 $1.1M No change
SLB SLB Ltd. filed as SLB LIMITED 0.19% 18,935 $993K No change
TSCO Tractor Supply Company 0.17% 28,866 $895K Add +0.4%
AVUV Avantis US Small Cap Value 0.17% 6,772 $848K New
VGSH Vanguard Short-Term Treasury 0.16% 14,084 $817K Add +143.9%
DFGX Dimsnl Intr CF in ETF-Usd Inc. 0.15% 14,921 $779K New
VYM Vanguard High DVD Yield ETF 0.14% 4,320 $701K Reduce -3.5%
META Meta Platforms Inc. Class A 0.11% 983 $585K Reduce -1.0%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 1,120 $554K No change
VEA Vanguard Ftse Developed ETF 0.09% 6,968 $486K No change
VPU Vanguard Utilities ETF 0.09% 2,241 $447K Reduce -4.4%
HBCP Home Bancorp Inc. 0.09% 6,251 $439K Add +0.5%
AES AES Corp. 0.08% 26,600 $395K Reduce -0.1%
AMZN Amazon.com Inc. 0.08% 1,694 $393K Add +18.2%
MSFT Microsoft Corp. 0.08% 1,030 $393K Reduce -24.6%
VOOG Vanguard S&P 500 Growth ETF 0.07% 4,254 $340K Reduce -85.6%
WMT Walmart Inc. 0.06% 2,938 $322K Reduce -0.6%
VGT Vanguard Info Tech ETF 0.06% 2,728 $309K Reduce -87.5%
GOOG Alphabet Inc. Class C 0.06% 964 $308K No change
FHN First Horizon Corp. 0.06% 11,353 $290K Reduce -3.4%
VMD Viemed Healthcare Inc. 0.05% 23,520 $277K No change
INFQ Infleqtion Inc. 0.05% 30,000 $269K Add +50.0%
AMT American Tower Corp. 0.05% 1,442 $240K Add +4.2%
IAU iShares Gold Trust 0.05% 3,133 $239K No change
TSLA Tesla Inc. 0.04% 695 $218K Add +3.3%
VHT Vanguard Health Care ETF 0.04% 661 $202K New
TT Trane Technologies PLC 0.04% 417 $201K No change
LTMCF Lithium Chile Inc. 0.00% 40,000 $16K No change
OWUV One World Universe Inc. 0.00% 18,700 $47 No change
PQEFF Petroteq Energy Inc. 0.00% 125,000 $0 No change
SMAS Somatic Systems Inc. 0.00% 1,000,000 $0 No change

Portfolio Sells Q1 2026 → Q2 2026
GLD SPDR Gold Shares Reduce -2.0% 13.71% −2.09
IEF iShares 7-10 Year Treasury B Reduce -54.5% 0.26% −0.33
DGRW Wisdomtree U.S. Quality Divi Reduce -3.0% 7.03% −0.16
DFAU Dimensional US Core Equity M Reduce -3.3% 11.54% −0.15
CATH Global X S&P 500 Ca Val ETF Reduce -3.1% 3.92% −0.12
PEP Pepsico Inc. Reduce -0.5% 0.57% −0.09
MSFT Microsoft Corp. Reduce -24.6% 0.08% −0.04
COP Conocophillips Reduce -0.3% 0.51% −0.03
WMT Walmart Inc. Reduce -0.6% 0.06% −0.01
VOOG Vanguard S&P 500 Growth ETF Reduce -85.6% 0.07% −0.01
META Meta Platforms Inc. Class A Reduce -1.0% 0.11% −0.01
VPU Vanguard Utilities ETF Reduce -4.4% 0.09% −0.01
FHN First Horizon Corp. Reduce -3.4% 0.06% −0.00
VYM Vanguard High DVD Yield ETF Reduce -3.5% 0.14% −0.00
USMV iShares MSCI USA Min Vol Fac Reduce -1.4% 0.54% −0.00
IHSI Intelligent Highway Solution Sold out 0.00% 0.00
Winning Brands Corp Sold out 0.00% 0.00
AES AES Corp. Reduce -0.1% 0.08% +0.00
VGT Vanguard Info Tech ETF Reduce -87.5% 0.06% +0.00
DUK Duke Energy Corp. Reduce -0.0% 1.42% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -73.9% 0.84% +0.06
AAPL Apple Inc. Reduce -0.1% 0.57% +0.09

Portfolio Buys Q1 2026 → Q2 2026
SCHD Schwab US DVD Equity ETF Add +148.3% 1.46% +0.90
JNJ Johnson & Johnson Add +0.2% 2.02% +0.28
VXUS Vanguard Total Intl Stock New 0.25% +0.25
GLDM SPDR Gold Minishares Trust Add +76.4% 0.52% +0.19
AVUV Avantis US Small Cap Value New 0.17% +0.17
BRO Brown & Brown Inc. Add +0.2% 1.16% +0.16
DFGX Dimsnl Intr CF in ETF-Usd Inc. New 0.15% +0.15
VTI VG Morningstar TS MKT ETF-US Add +0.1% 8.18% +0.15
IP International Paper Co. Add +0.1% 0.54% +0.13
ISTB iShares Core 1-5 Year Usd Bo Add +20.3% 0.79% +0.12
VGSH Vanguard Short-Term Treasury Add +143.9% 0.16% +0.09
DFAS Dimensional US Small Cap ETF Add +3.7% 0.84% +0.06
NVDA Nvidia Corp. Add +1.2% 1.40% +0.06
GD General Dynamics Corp. Add +0.7% 0.50% +0.05
VHT Vanguard Health Care ETF New 0.04% +0.04
CL Colgate-Palmolive Co. Add +0.1% 0.76% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +0.8% 0.83% +0.02
GIS General Mills Inc. Add +0.4% 0.34% +0.01
HBCP Home Bancorp Inc. Add +0.5% 0.09% +0.01
INFQ Infleqtion Inc. Add +50.0% 0.05% +0.00
CAT Caterpillar Inc. Add +0.0% 1.22% +0.00
AMZN Amazon.com Inc. Add +18.2% 0.08% −0.00
AMT American Tower Corp. Add +4.2% 0.05% −0.00
TSCO Tractor Supply Company Add +0.4% 0.17% −0.01
TSLA Tesla Inc. Add +3.3% 0.04% −0.01
SGOL Abrdn Physical Gold Shares Add +3.1% 1.18% −0.11
BIV Vanguard Intermediate-Term B Add +0.2% 18.63% −0.48

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 80$513.6MBIV, GLD, DFAU, VTI, DGRW
Q1 2026 78$506.9MBIV, GLD, DFAU, VTI, DGRW
Q4 2025 73$521.9MBIV, GLD, DFAU, VTI, DGRW
Q3 2025 74$497.0MBIV, GLD, DFAU, VTI, DGRW
Q2 2025 70$469.6MGLD, BIV, DFAU, VTI, TLT
Q1 2025 69$440.9MGLD, BIV, DFAU, TLT, VTI
Q4 2024 70$447.8MBIV, GLD, DFAU, VTI, TLT
Q3 2024 67$435.6MDFAU, GLD, BIV, VTI, DGRW
Q2 2024 72$421.6MBIV, DFAU, GLD, VTI, TLT
Q1 2024 68$394.8MBIV, DFAU, GLD, VTI, DGRW