BCM Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), BCM Advisors, LLC reported 69 stock positions worth $440.9 million. Its top holding was SPDR Gold Shares (GLD) at 15.5% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 14.9%) and Dimensional US Core Equity M (DFAU, 11.3%). Compared with Q4 2024, it sold out of 1, added to 19 and reduced 20. The biggest buy was iShares 7-10 Year Treasury B (IEF, shares +95%) and the biggest sale Dimensional US Core Equity M (DFAU, shares −3%).

Most Recent 13F
Q2 2026
Location
LAFAYETTE, LA
CIK
0001373017
Portfolio Value
$440.9M (Q1 2025)
SEC Filing
0001373017-25-000005 ↗ filed May 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 Q4 2024 Q1 2025: $440.9M $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 69 stocks · $440.9M
GLD SPDR Gold Shares 15.47% 228,883 $68.2M Reduce -1.9%
BIV Vanguard Intermediate-Term B 14.87% 861,593 $65.6M Reduce -4.2%
DFAU Dimensional US Core Equity M 11.30% 1,283,690 $49.8M Reduce -3.4%
TLT iShares 20+ Year Treasury BD 7.87% 395,616 $34.7M Reduce -0.2%
VTI VG Morningstar TS MKT ETF-US 7.68% 121,523 $33.9M Add +0.2%
DGRW Wisdomtree U.S. Quality Divi 7.02% 392,645 $31.0M Reduce -2.3%
CATH Global X S&P 500 Ca Val ETF 3.67% 234,958 $16.2M Add +1.4%
BRO Brown & Brown Inc. 2.21% 88,250 $9.8M Reduce -1.4%
DUK Duke Energy Corp. 1.66% 60,366 $7.3M No change
KO The Coca-Cola Co. 1.63% 100,053 $7.2M No change
ATO Atmos Energy Corp. 1.51% 41,319 $6.7M No change
JNJ Johnson & Johnson 1.41% 39,689 $6.2M Reduce -0.0%
SGOL Abrdn Physical Gold Shares 1.37% 195,992 $6.0M Reduce -4.2%
XOM Exxon Mobil Corp. 1.29% 53,351 $5.7M Add +1.0%
IEF iShares 7-10 Year Treasury B 1.26% 58,462 $5.5M Add +94.7%
ED Consolidated Edison Inc. 1.20% 48,218 $5.3M No change
AVGO Broadcom Inc. 1.20% 26,024 $5.3M No change
SPTL SS SPDR PF LNG TRM TSY E-Usd 1.12% 187,244 $4.9M Reduce -3.6%
CL Colgate-Palmolive Co. 0.94% 45,842 $4.1M Reduce -0.1%
NVDA Nvidia Corp. 0.88% 33,947 $3.9M No change
EPD Enterprise Products Partners 0.85% 122,984 $3.7M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.78% 6,068 $3.4M No change
COST Costco Wholesale Corp. 0.76% 3,335 $3.4M No change
USMV iShares MSCI USA Min Vol Fac 0.71% 33,849 $3.1M Reduce -7.0%
IP International Paper Co. 0.68% 65,314 $3.0M No change
PEP Pepsico Inc. 0.66% 21,880 $2.9M Add +0.1%
GIS General Mills Inc. 0.62% 49,198 $2.7M Add +0.0%
DE Deere & Co. 0.61% 5,548 $2.7M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.59% 10,061 $2.6M Add +7.5%
DFAS Dimensional US Small Cap ETF 0.57% 42,113 $2.5M Add +11.9%
PH Parker Hannifin Corp. 0.56% 3,971 $2.5M No change
CAT Caterpillar Inc. 0.51% 7,001 $2.3M Reduce -0.6%
KMI Kinder Morgan Inc. 0.49% 81,344 $2.2M No change
COP Conocophillips 0.45% 21,848 $2.0M Add +0.1%
GD General Dynamics Corp. 0.41% 6,603 $1.8M Add +0.3%
VDC Vanguard Consumer Staple ETF 0.40% 8,043 $1.8M Add +210.4%
AAPL Apple Inc. 0.40% 8,609 $1.8M Add +0.1%
JPM JPMorgan Chase & Co. 0.35% 6,099 $1.5M No change
TSCO Tractor Supply Company 0.33% 28,805 $1.5M No change
AMD Advanced Micro Devices 0.27% 12,230 $1.2M Add +0.3%
VLO Valero Energy Corp. 0.27% 10,000 $1.2M No change
ADM Archer-Daniels-Midland Co. 0.25% 22,602 $1.1M Reduce -0.2%
UGI Ugi Corp. 0.24% 32,225 $1.1M No change
AFL Aflac Inc. 0.24% 10,069 $1.1M Add +0.1%
CNI Canadian Natl Railway Co. 0.23% 10,136 $1.0M No change
CNP Centerpoint Energy Inc. 0.22% 25,016 $975K No change
SYY Sysco Corp. 0.21% 12,857 $910K Reduce -0.1%
JBHT Hunt (jb) Transprt SVCS Inc. 0.20% 6,512 $870K Reduce -0.2%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.15% 18,715 $650K Reduce -1.0%
BLV Vanguard Long-Term Bond ETF 0.15% 9,374 $640K Reduce -50.5%
MSFT Microsoft Corp. 0.14% 1,467 $639K Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.14% 1,129 $609K Add +0.8%
VPU Vanguard Utilities ETF 0.14% 3,452 $596K No change
META Meta Platforms Inc. Class A 0.13% 977 $583K Reduce -3.9%
FBLA FB Bancorp Inc. 0.09% 35,000 $402K No change
MKSI MKS Inc. filed as MKS INSTRS INC 0.08% 4,903 $372K No change
AMT American Tower Corp. 0.08% 1,522 $340K Reduce -7.3%
TSLA Tesla Inc. 0.07% 1,039 $298K Add +74.0%
WMT Walmart Inc. 0.07% 2,943 $291K No change
HBCP Home Bancorp Inc. 0.06% 5,504 $280K Add +0.5%
AES AES Corp. 0.06% 26,620 $271K No change
AMZN Amazon.com Inc. 0.06% 1,328 $252K Add +0.2%
FHN First Horizon Corp. 0.05% 11,910 $225K No change
VHT Vanguard Health Care ETF 0.05% 821 $208K No change
VMD Viemed Healthcare Inc. 0.04% 23,520 $173K Add +10.6%
LTMCF Lithium Chile Inc. 0.00% 40,000 $17K No change
RGNNF Renergen Ltd. 0.00% 10,380 $4K No change
OWUV One World Universe Inc. 0.00% 18,700 $118 No change
PQEFF Petroteq Energy Inc. 0.00% 50,000 $5 No change

Portfolio Sells Q4 2024 → Q1 2025
DFAU Dimensional US Core Equity M Reduce -3.4% 11.30% −1.13
DGRW Wisdomtree U.S. Quality Divi Reduce -2.3% 7.02% −0.45
BIV Vanguard Intermediate-Term B Reduce -4.2% 14.87% −0.28
BLV Vanguard Long-Term Bond ETF Reduce -50.5% 0.15% −0.15
TLT iShares 20+ Year Treasury BD Reduce -0.2% 7.87% −0.09
JBHT Hunt (jb) Transprt SVCS Inc. Reduce -0.2% 0.20% −0.05
CVX Chevron Corp. Sold out 0.00% −0.05
CAT Caterpillar Inc. Reduce -0.6% 0.51% −0.05
USMV iShares MSCI USA Min Vol Fac Reduce -7.0% 0.71% −0.04
SPTL SS SPDR PF LNG TRM TSY E-Usd Reduce -3.6% 1.12% −0.04
META Meta Platforms Inc. Class A Reduce -3.9% 0.13% −0.03
SLB SLB Ltd. Reduce -1.0% 0.15% −0.02
SYY Sysco Corp. Reduce -0.1% 0.21% +0.00
AMT American Tower Corp. Reduce -7.3% 0.08% +0.01
MSFT Microsoft Corp. Reduce -0.3% 0.14% +0.01
ADM Archer-Daniels-Midland Co. Reduce -0.2% 0.25% +0.01
JNJ Johnson & Johnson Reduce -0.0% 1.41% +0.03
CL Colgate-Palmolive Co. Reduce -0.1% 0.94% +0.05
BRO Brown & Brown Inc. Reduce -1.4% 2.21% +0.08
SGOL Abrdn Physical Gold Shares Reduce -4.2% 1.37% +0.12
GLD SPDR Gold Shares Reduce -1.9% 15.47% +1.70

Portfolio Buys Q4 2024 → Q1 2025
IEF iShares 7-10 Year Treasury B Add +94.7% 1.26% +0.63
VDC Vanguard Consumer Staple ETF Add +210.4% 0.40% +0.28
GD General Dynamics Corp. Add +0.3% 0.41% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +0.8% 0.14% +0.02
TSLA Tesla Inc. Add +74.0% 0.07% +0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +7.5% 0.59% +0.02
DFAS Dimensional US Small Cap ETF Add +11.9% 0.57% +0.00
AFL Aflac Inc. Add +0.1% 0.24% −0.00
VMD Viemed Healthcare Inc. Add +10.6% 0.04% −0.00
HBCP Home Bancorp Inc. Add +0.5% 0.06% −0.00
XOM Exxon Mobil Corp. Add +1.0% 1.29% −0.01
AMZN Amazon.com Inc. Add +0.2% 0.06% −0.01
AMD Advanced Micro Devices Add +0.3% 0.27% −0.03
COP Conocophillips Add +0.1% 0.45% −0.04
GIS General Mills Inc. Add +0.0% 0.62% −0.04
AAPL Apple Inc. Add +0.1% 0.40% −0.05
PEP Pepsico Inc. Add +0.1% 0.66% −0.05
CATH Global X S&P 500 Ca Val ETF Add +1.4% 3.67% −0.11
VTI VG Morningstar TS MKT ETF-US Add +0.2% 7.68% −0.44

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