BCM Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), BCM Advisors, LLC reported 70 stock positions worth $447.8 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 15.1% of the portfolio, followed by SPDR Gold Shares (GLD, 13.8%) and Dimensional US Core Equity M (DFAU, 12.4%). Compared with Q3 2024, it opened 3 new positions, added to 18 and reduced 24. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +14%) and the biggest sale Dimensional US Core Equity M (DFAU, shares −16%).

Most Recent 13F
Q2 2026
Location
LAFAYETTE, LA
CIK
0001373017
Portfolio Value
$447.8M (Q4 2024)
SEC Filing
0001373017-25-000002 ↗ filed Feb 6, 2025

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 $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 Q2 2026

Holdings 70 stocks · $447.8M
BIV Vanguard Intermediate-Term B 15.15% 899,033 $67.8M Add +13.7%
GLD SPDR Gold Shares 13.77% 233,354 $61.6M Reduce -4.7%
DFAU Dimensional US Core Equity M 12.42% 1,329,278 $55.6M Reduce -16.1%
VTI VG Morningstar TS MKT ETF-US 8.13% 121,330 $36.4M Add +1.9%
TLT iShares 20+ Year Treasury BD 7.96% 396,356 $35.6M Add +14.9%
DGRW Wisdomtree U.S. Quality Divi 7.48% 401,709 $33.5M Add +0.0%
CATH Global X S&P 500 Ca Val ETF 3.78% 231,617 $16.9M Add +0.0%
BRO Brown & Brown Inc. 2.14% 89,527 $9.6M No change
DUK Duke Energy Corp. 1.54% 60,366 $6.9M Add +0.1%
KO The Coca-Cola Co. 1.41% 100,053 $6.3M Reduce -0.1%
JNJ Johnson & Johnson 1.37% 39,700 $6.1M Reduce -0.1%
AVGO Broadcom Inc. 1.35% 26,024 $6.0M No change
ATO Atmos Energy Corp. 1.34% 41,319 $6.0M No change
XOM Exxon Mobil Corp. 1.30% 52,822 $5.8M Reduce -0.1%
SGOL Abrdn Physical Gold Shares 1.25% 204,562 $5.6M Reduce -9.9%
SPTL SS SPDR PF LNG TRM TSY E-Usd 1.16% 194,195 $5.2M Add +12.8%
ED Consolidated Edison Inc. 1.04% 48,218 $4.6M Reduce -7.8%
NVDA Nvidia Corp. 0.95% 33,947 $4.2M Reduce -0.6%
EPD Enterprise Products Partners 0.91% 122,984 $4.1M No change
CL Colgate-Palmolive Co. 0.89% 45,906 $4.0M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.82% 6,068 $3.7M Reduce -0.6%
IP International Paper Co. 0.79% 65,314 $3.5M No change
COST Costco Wholesale Corp. 0.78% 3,335 $3.5M No change
USMV iShares MSCI USA Min Vol Fac 0.76% 36,387 $3.4M Reduce -17.9%
PEP Pepsico Inc. 0.71% 21,862 $3.2M Reduce -0.2%
GIS General Mills Inc. 0.65% 49,192 $2.9M Add +0.0%
IEF iShares 7-10 Year Treasury B 0.63% 30,034 $2.8M New
PH Parker Hannifin Corp. 0.61% 3,971 $2.7M No change
DE Deere & Co. 0.58% 5,548 $2.6M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.58% 9,355 $2.6M Add +2.3%
DFAS Dimensional US Small Cap ETF 0.57% 37,647 $2.5M Add +2.1%
CAT Caterpillar Inc. 0.56% 7,043 $2.5M Reduce -0.2%
KMI Kinder Morgan Inc. 0.50% 81,344 $2.2M No change
COP Conocophillips 0.49% 21,821 $2.2M Reduce -0.7%
AAPL Apple Inc. 0.45% 8,598 $2.0M Reduce -1.6%
GD General Dynamics Corp. 0.38% 6,584 $1.7M Reduce -0.1%
JPM JPMorgan Chase & Co. 0.37% 6,099 $1.6M No change
TSCO Tractor Supply Company 0.34% 28,805 $1.5M No change
VLO Valero Energy Corp. 0.31% 10,000 $1.4M Reduce -0.5%
AMD Advanced Micro Devices 0.31% 12,197 $1.4M Add +0.8%
BLV Vanguard Long-Term Bond ETF 0.30% 18,948 $1.3M Reduce -22.3%
JBHT Hunt (jb) Transprt SVCS Inc. 0.25% 6,527 $1.1M No change
AFL Aflac Inc. 0.24% 10,063 $1.1M No change
CNI Canadian Natl Railway Co. 0.24% 10,136 $1.1M No change
ADM Archer-Daniels-Midland Co. 0.23% 22,643 $1.1M Add +0.6%
UGI Ugi Corp. 0.23% 32,225 $1.0M No change
SYY Sysco Corp. 0.21% 12,863 $918K Add +0.1%
CNP Centerpoint Energy Inc. 0.18% 25,016 $807K Add +0.1%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.17% 18,909 $772K Reduce -3.2%
META Meta Platforms Inc. Class A 0.16% 1,017 $717K Reduce -1.0%
MSFT Microsoft Corp. 0.14% 1,471 $608K Add +5.5%
VPU Vanguard Utilities ETF 0.13% 3,452 $584K No change
VDC Vanguard Consumer Staple ETF 0.13% 2,591 $562K Reduce -58.4%
MKSI MKS Inc. filed as MKS INSTRS INC 0.12% 4,903 $547K No change
BRK.B Berkshire Hathaway Inc. Class B 0.12% 1,120 $531K Add +4.7%
FBLA FB Bancorp Inc. 0.09% 35,000 $400K New
AMZN Amazon.com Inc. 0.07% 1,325 $313K Add +12.5%
AMT American Tower Corp. 0.07% 1,642 $308K Reduce -0.5%
WMT Walmart Inc. 0.07% 2,943 $302K Reduce -3.4%
HBCP Home Bancorp Inc. 0.06% 5,475 $286K Add +0.5%
AES AES Corp. 0.06% 26,620 $279K No change
FHN First Horizon Corp. 0.06% 11,910 $262K No change
CVX Chevron Corp. 0.05% 1,490 $228K Reduce -11.3%
TSLA Tesla Inc. 0.05% 597 $226K New
VHT Vanguard Health Care ETF 0.05% 821 $225K Reduce -16.9%
VMD Viemed Healthcare Inc. 0.04% 21,270 $177K No change
LTMCF Lithium Chile Inc. 0.00% 40,000 $19K No change
RGNNF Renergen Ltd. 0.00% 10,380 $3K No change
OWUV One World Universe Inc. 0.00% 18,700 $149 No change
PQEFF Petroteq Energy Inc. 0.00% 50,000 $0 No change

Portfolio Sells Q3 2024 → Q4 2024
DFAU Dimensional US Core Equity M Reduce -16.1% 12.42% −1.92
GLD SPDR Gold Shares Reduce -4.7% 13.77% −0.44
VDC Vanguard Consumer Staple ETF Reduce -58.4% 0.13% −0.18
USMV iShares MSCI USA Min Vol Fac Reduce -17.9% 0.76% −0.16
ED Consolidated Edison Inc. Reduce -7.8% 1.04% −0.15
XOM Exxon Mobil Corp. Reduce -0.1% 1.30% −0.14
PEP Pepsico Inc. Reduce -0.2% 0.71% −0.13
NVDA Nvidia Corp. Reduce -0.6% 0.95% −0.12
SGOL Abrdn Physical Gold Shares Reduce -9.9% 1.25% −0.11
BLV Vanguard Long-Term Bond ETF Reduce -22.3% 0.30% −0.10
KO The Coca-Cola Co. Reduce -0.1% 1.41% −0.09
JNJ Johnson & Johnson Reduce -0.1% 1.37% −0.07
GD General Dynamics Corp. Reduce -0.1% 0.38% −0.06
COP Conocophillips Reduce -0.7% 0.49% −0.06
CAT Caterpillar Inc. Reduce -0.2% 0.56% −0.05
AMT American Tower Corp. Reduce -0.5% 0.07% −0.01
VHT Vanguard Health Care ETF Reduce -16.9% 0.05% −0.01
CVX Chevron Corp. Reduce -11.3% 0.05% −0.01
SLB SLB Ltd. Reduce -3.2% 0.17% −0.01
AAPL Apple Inc. Reduce -1.6% 0.45% +0.00
WMT Walmart Inc. Reduce -3.4% 0.07% +0.01
VLO Valero Energy Corp. Reduce -0.5% 0.31% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.6% 0.82% +0.02
META Meta Platforms Inc. Class A Reduce -1.0% 0.16% +0.03

Portfolio Buys Q3 2024 → Q4 2024
BIV Vanguard Intermediate-Term B Add +13.7% 15.15% +1.41
TLT iShares 20+ Year Treasury BD Add +14.9% 7.96% +0.65
IEF iShares 7-10 Year Treasury B New 0.63% +0.63
VTI VG Morningstar TS MKT ETF-US Add +1.9% 8.13% +0.43
CATH Global X S&P 500 Ca Val ETF Add +0.0% 3.78% +0.12
FBLA FB Bancorp Inc. New 0.09% +0.09
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +12.8% 1.16% +0.08
TSLA Tesla Inc. New 0.05% +0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.3% 0.58% +0.03
DFAS Dimensional US Small Cap ETF Add +2.1% 0.57% +0.02
AMZN Amazon.com Inc. Add +12.5% 0.07% +0.02
CNP Centerpoint Energy Inc. Add +0.1% 0.18% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +4.7% 0.12% +0.01
HBCP Home Bancorp Inc. Add +0.5% 0.06% +0.01
MSFT Microsoft Corp. Add +5.5% 0.14% +0.01
SYY Sysco Corp. Add +0.1% 0.21% −0.02
DUK Duke Energy Corp. Add +0.1% 1.54% −0.02
ADM Archer-Daniels-Midland Co. Add +0.6% 0.23% −0.05
AMD Advanced Micro Devices Add +0.8% 0.31% −0.09
DGRW Wisdomtree U.S. Quality Divi Add +0.0% 7.48% −0.09
GIS General Mills Inc. Add +0.0% 0.65% −0.11

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