BCM Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), BCM Advisors, LLC reported 67 stock positions worth $435.6 million. Its top holding was Dimensional US Core Equity M (DFAU) at 14.3% of the portfolio, followed by SPDR Gold Shares (GLD, 14.2%) and Vanguard Intermediate-Term B (BIV, 13.7%). Compared with Q2 2024, it sold out of 5, added to 32 and reduced 22. The biggest buy was SPDR Gold Shares (GLD, shares +2%) and the biggest sale Brown & Brown (BRO, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- LAFAYETTE, LA
- CIK
- 0001373017
- Portfolio Value
- $435.6M (Q3 2024)
- SEC Filing
- 0001373017-24-000009 ↗ filed Nov 6, 2024
Holdings Value
Holdings 67 stocks · $435.6M
| DFAU Dimensional US Core Equity M | 14.34% | 1,583,367 | $62.5M | Add +1.8% |
| GLD SPDR Gold Shares | 14.20% | 244,740 | $61.9M | Add +1.5% |
| BIV Vanguard Intermediate-Term B | 13.74% | 790,476 | $59.8M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 7.70% | 119,079 | $33.5M | Reduce -3.8% |
| DGRW Wisdomtree U.S. Quality Divi | 7.56% | 401,652 | $33.0M | Reduce -1.2% |
| TLT iShares 20+ Year Treasury BD | 7.30% | 344,877 | $31.8M | Add +1.5% |
| CATH Global X S&P 500 Ca Val ETF | 3.66% | 231,518 | $15.9M | Reduce -2.1% |
| BRO Brown & Brown Inc. | 2.17% | 89,527 | $9.4M | Reduce -17.8% |
| DUK Duke Energy Corp. | 1.56% | 60,320 | $6.8M | Reduce -0.5% |
| KO The Coca-Cola Co. | 1.50% | 100,109 | $6.5M | Add +0.0% |
| JNJ Johnson & Johnson | 1.44% | 39,736 | $6.3M | Add +0.5% |
| XOM Exxon Mobil Corp. | 1.44% | 52,870 | $6.3M | Add +0.2% |
| SGOL Abrdn Physical Gold Shares | 1.36% | 227,038 | $5.9M | Reduce -2.7% |
| ATO Atmos Energy Corp. | 1.31% | 41,319 | $5.7M | Reduce -1.8% |
| ED Consolidated Edison Inc. | 1.19% | 52,274 | $5.2M | Add +0.0% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.08% | 172,233 | $4.7M | Add +0.3% |
| NVDA Nvidia Corp. | 1.07% | 34,157 | $4.6M | Add +0.7% |
| AVGO Broadcom Inc. | 1.01% | 26,024 | $4.4M | Reduce -90.0% |
| CL Colgate-Palmolive Co. | 0.99% | 45,906 | $4.3M | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.92% | 44,321 | $4.0M | Reduce -0.5% |
| IP International Paper Co. | 0.85% | 65,314 | $3.7M | Add +0.0% |
| PEP Pepsico Inc. | 0.84% | 21,901 | $3.6M | Add +0.1% |
| EPD Enterprise Products Partners | 0.82% | 122,984 | $3.6M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.80% | 6,102 | $3.5M | Reduce -21.6% |
| GIS General Mills Inc. | 0.77% | 49,179 | $3.3M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.68% | 3,335 | $3.0M | Add +0.1% |
| CAT Caterpillar Inc. | 0.61% | 7,056 | $2.7M | Add +0.8% |
| PH Parker Hannifin Corp. | 0.58% | 3,971 | $2.5M | Add +0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.55% | 9,149 | $2.4M | Add +8.3% |
| COP Conocophillips | 0.55% | 21,980 | $2.4M | Add +0.1% |
| DFAS Dimensional US Small Cap ETF | 0.55% | 36,880 | $2.4M | Add +7.9% |
| DE Deere & Co. | 0.51% | 5,548 | $2.2M | Add +0.5% |
| KMI Kinder Morgan Inc. | 0.46% | 81,344 | $2.0M | Reduce -0.6% |
| AAPL Apple Inc. | 0.45% | 8,736 | $1.9M | Add +2.5% |
| GD General Dynamics Corp. | 0.44% | 6,593 | $1.9M | Reduce -0.1% |
| BLV Vanguard Long-Term Bond ETF | 0.40% | 24,399 | $1.7M | Add +49.7% |
| AMD Advanced Micro Devices | 0.39% | 12,094 | $1.7M | Reduce -1.1% |
| TSCO Tractor Supply Company | 0.36% | 5,761 | $1.6M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.31% | 6,099 | $1.3M | Add +382.1% |
| VDC Vanguard Consumer Staple ETF | 0.30% | 6,227 | $1.3M | Add +174.6% |
| VLO Valero Energy Corp. | 0.30% | 10,048 | $1.3M | Add +0.5% |
| ADM Archer-Daniels-Midland Co. | 0.29% | 22,500 | $1.2M | Reduce -0.5% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.27% | 6,527 | $1.2M | Reduce -0.6% |
| CNI Canadian Natl Railway Co. | 0.25% | 10,136 | $1.1M | No change |
| AFL Aflac Inc. | 0.24% | 10,063 | $1.1M | Reduce -0.6% |
| SYY Sysco Corp. | 0.22% | 12,857 | $969K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.18% | 19,529 | $787K | Add +0.1% |
| UGI Ugi Corp. | 0.17% | 32,225 | $752K | No change |
| CNP Centerpoint Energy Inc. | 0.17% | 25,000 | $726K | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 0.13% | 1,027 | $576K | Add +1.2% |
| VPU Vanguard Utilities ETF | 0.13% | 3,452 | $575K | No change |
| MSFT Microsoft Corp. | 0.13% | 1,395 | $570K | Reduce -5.7% |
| MKSI MKS Inc. filed as MKS INSTRS INC | 0.11% | 4,903 | $488K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 1,070 | $473K | Add +0.1% |
| AES AES Corp. | 0.09% | 26,620 | $405K | Add +0.1% |
| AMT American Tower Corp. | 0.08% | 1,650 | $350K | Add +0.2% |
| VHT Vanguard Health Care ETF | 0.06% | 988 | $267K | Reduce -32.0% |
| CVX Chevron Corp. | 0.06% | 1,679 | $259K | Reduce -2.0% |
| HBCP Home Bancorp Inc. | 0.06% | 5,446 | $251K | Add +0.6% |
| WMT Walmart Inc. | 0.06% | 3,048 | $251K | Add +0.5% |
| AMZN Amazon.com Inc. | 0.05% | 1,178 | $231K | Reduce -5.5% |
| FHN First Horizon Corp. | 0.05% | 11,910 | $202K | No change |
| VMD Viemed Healthcare Inc. | 0.04% | 21,270 | $181K | No change |
| LTMCF Lithium Chile Inc. | 0.00% | 40,000 | $18K | No change |
| RGNNF Renergen Ltd. | 0.00% | 10,380 | $5K | No change |
| OWUV One World Universe Inc. | 0.00% | 18,700 | $131 | No change |
| PQEFF Petroteq Energy Inc. | 0.00% | 50,000 | $0 | No change |
Portfolio Sells Q2 2024 → Q3 2024
| BRO Brown & Brown Inc. | Reduce -17.8% | 2.17% | −0.44 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -21.6% | 0.80% | −0.20 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.8% | 7.70% | −0.18 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.14 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.10 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.06 |
| DUK Duke Energy Corp. | Reduce -0.5% | 1.56% | −0.06 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.05 |
| ADM Archer-Daniels-Midland Co. | Reduce -0.5% | 0.29% | −0.04 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -1.2% | 7.56% | −0.04 |
| VHT Vanguard Health Care ETF | Reduce -32.0% | 0.06% | −0.03 |
| MSFT Microsoft Corp. | Reduce -5.7% | 0.13% | −0.02 |
| GD General Dynamics Corp. | Reduce -0.1% | 0.44% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.5% | 0.92% | −0.01 |
| AFL Aflac Inc. | Reduce -0.6% | 0.24% | −0.00 |
| CVX Chevron Corp. | Reduce -2.0% | 0.06% | −0.00 |
| CNP Centerpoint Energy Inc. | Reduce -0.7% | 0.17% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -5.5% | 0.05% | −0.00 |
| AMD Advanced Micro Devices | Reduce -1.1% | 0.39% | +0.01 |
| TSCO Tractor Supply Company | Reduce -0.3% | 0.36% | +0.01 |
| CATH Global X S&P 500 Ca Val ETF | Reduce -2.1% | 3.66% | +0.01 |
| ATO Atmos Energy Corp. | Reduce -1.8% | 1.31% | +0.01 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -0.6% | 0.27% | +0.01 |
| KMI Kinder Morgan Inc. | Reduce -0.6% | 0.46% | +0.05 |
| SGOL Abrdn Physical Gold Shares | Reduce -2.7% | 1.36% | +0.07 |
| AVGO Broadcom Inc. | Reduce -90.0% | 1.01% | +0.10 |
Portfolio Buys Q2 2024 → Q3 2024
| GLD SPDR Gold Shares | Add +1.5% | 14.20% | +1.29 |
| DFAU Dimensional US Core Equity M | Add +1.8% | 14.34% | +0.43 |
| JPM JPMorgan Chase & Co. | Add +382.1% | 0.31% | +0.25 |
| VDC Vanguard Consumer Staple ETF | Add +174.6% | 0.30% | +0.19 |
| NVDA Nvidia Corp. | Add +0.7% | 1.07% | +0.19 |
| IP International Paper Co. | Add +0.0% | 0.85% | +0.13 |
| BLV Vanguard Long-Term Bond ETF | Add +49.7% | 0.40% | +0.12 |
| PH Parker Hannifin Corp. | Add +0.5% | 0.58% | +0.08 |
| CAT Caterpillar Inc. | Add +0.8% | 0.61% | +0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.3% | 0.55% | +0.05 |
| DE Deere & Co. | Add +0.5% | 0.51% | +0.04 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.68% | +0.03 |
| DFAS Dimensional US Small Cap ETF | Add +7.9% | 0.55% | +0.03 |
| META Meta Platforms Inc. Class A | Add +1.2% | 0.13% | +0.01 |
| WMT Walmart Inc. | Add +0.5% | 0.06% | +0.01 |
| HBCP Home Bancorp Inc. | Add +0.6% | 0.06% | +0.00 |
| AAPL Apple Inc. | Add +2.5% | 0.45% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 0.11% | −0.00 |
| AMT American Tower Corp. | Add +0.2% | 0.08% | −0.01 |
| COP Conocophillips | Add +0.1% | 0.55% | −0.02 |
| AES AES Corp. | Add +0.1% | 0.09% | −0.02 |
| GIS General Mills Inc. | Add +0.0% | 0.77% | −0.02 |
| XOM Exxon Mobil Corp. | Add +0.2% | 1.44% | −0.02 |
| SLB SLB Ltd. | Add +0.1% | 0.18% | −0.04 |
| ED Consolidated Edison Inc. | Add +0.0% | 1.19% | −0.05 |
| JNJ Johnson & Johnson | Add +0.5% | 1.44% | −0.06 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +0.3% | 1.08% | −0.07 |
| VLO Valero Energy Corp. | Add +0.5% | 0.30% | −0.07 |
| PEP Pepsico Inc. | Add +0.1% | 0.84% | −0.07 |
| KO The Coca-Cola Co. | Add +0.0% | 1.50% | −0.12 |
| TLT iShares 20+ Year Treasury BD | Add +1.5% | 7.30% | −0.38 |
| BIV Vanguard Intermediate-Term B | Add +1.4% | 13.74% | −0.44 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 80 | $513.6M | BIV, GLD, DFAU, VTI, DGRW |
| Q1 2026 | 78 | $506.9M | BIV, GLD, DFAU, VTI, DGRW |
| Q4 2025 | 73 | $521.9M | BIV, GLD, DFAU, VTI, DGRW |
| Q3 2025 | 74 | $497.0M | BIV, GLD, DFAU, VTI, DGRW |
| Q2 2025 | 70 | $469.6M | GLD, BIV, DFAU, VTI, TLT |
| Q1 2025 | 69 | $440.9M | GLD, BIV, DFAU, TLT, VTI |
| Q4 2024 | 70 | $447.8M | BIV, GLD, DFAU, VTI, TLT |
| Q3 2024 | 67 | $435.6M | DFAU, GLD, BIV, VTI, DGRW |
| Q2 2024 | 72 | $421.6M | BIV, DFAU, GLD, VTI, TLT |
| Q1 2024 | 68 | $394.8M | BIV, DFAU, GLD, VTI, DGRW |