BCM Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), BCM Advisors, LLC reported 70 stock positions worth $469.6 million. Its top holding was SPDR Gold Shares (GLD) at 14.9% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 14.4%) and Dimensional US Core Equity M (DFAU, 12.0%). Compared with Q1 2025, it opened 2 new positions, sold out of 1, added to 16 and reduced 10. The biggest buy was Dimensional US Core Equity M (DFAU, shares +1%) and the biggest sale SPDR Gold Shares (GLD, shares −0%).

Most Recent 13F
Q2 2026
Location
LAFAYETTE, LA
CIK
0001373017
Portfolio Value
$469.6M (Q2 2025)
SEC Filing
0001373017-25-000008 ↗ filed Jul 30, 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 Q1 2025 Q2 2025: $469.6M $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 · $469.6M
GLD SPDR Gold Shares 14.88% 228,182 $69.9M Reduce -0.3%
BIV Vanguard Intermediate-Term B 14.38% 876,595 $67.6M Add +1.7%
DFAU Dimensional US Core Equity M 11.98% 1,291,409 $56.3M Add +0.6%
VTI VG Morningstar TS MKT ETF-US 8.23% 123,593 $38.6M Add +1.7%
TLT iShares 20+ Year Treasury BD 7.39% 397,373 $34.7M Add +0.4%
DGRW Wisdomtree U.S. Quality Divi 7.25% 396,283 $34.1M Add +0.9%
CATH Global X S&P 500 Ca Val ETF 3.98% 241,587 $18.7M Add +2.8%
BRO Brown & Brown Inc. 1.73% 88,250 $8.1M No change
AVGO Broadcom Inc. 1.65% 26,024 $7.7M No change
DUK Duke Energy Corp. 1.54% 60,366 $7.2M No change
KO The Coca-Cola Co. 1.48% 100,053 $6.9M No change
JNJ Johnson & Johnson 1.41% 39,368 $6.6M Reduce -0.8%
IEF iShares 7-10 Year Treasury B 1.39% 68,795 $6.5M Add +17.7%
ATO Atmos Energy Corp. 1.37% 41,319 $6.5M No change
SGOL Abrdn Physical Gold Shares 1.34% 198,699 $6.3M Add +1.4%
XOM Exxon Mobil Corp. 1.28% 53,351 $6.0M No change
NVDA Nvidia Corp. 1.27% 33,947 $6.0M No change
SPTL SS SPDR PF LNG TRM TSY E-Usd 1.06% 189,913 $5.0M Add +1.4%
ED Consolidated Edison Inc. 1.05% 48,218 $4.9M No change
EPD Enterprise Products Partners 0.82% 122,984 $3.9M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.82% 6,068 $3.9M No change
CL Colgate-Palmolive Co. 0.80% 43,098 $3.7M Reduce -6.0%
IP International Paper Co. 0.76% 65,314 $3.6M No change
USMV iShares MSCI USA Min Vol Fac 0.71% 35,455 $3.3M Add +4.7%
COST Costco Wholesale Corp. 0.66% 3,335 $3.1M No change
PEP Pepsico Inc. 0.66% 21,611 $3.1M Reduce -1.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.65% 10,647 $3.1M Add +5.8%
CAT Caterpillar Inc. 0.64% 7,001 $3.0M No change
DFAS Dimensional US Small Cap ETF 0.63% 45,023 $3.0M Add +6.9%
PH Parker Hannifin Corp. 0.62% 3,971 $2.9M No change
DE Deere & Co. 0.61% 5,548 $2.8M No change
GIS General Mills Inc. 0.52% 48,742 $2.4M Reduce -0.9%
KMI Kinder Morgan Inc. 0.48% 81,344 $2.3M No change
AMD Advanced Micro Devices 0.46% 12,230 $2.2M No change
COP Conocophillips 0.46% 21,848 $2.1M No change
GD General Dynamics Corp. 0.44% 6,603 $2.1M No change
AAPL Apple Inc. 0.40% 8,860 $1.9M Add +2.9%
TSCO Tractor Supply Company 0.36% 28,805 $1.7M No change
VLO Valero Energy Corp. 0.31% 10,000 $1.4M No change
JPM JPMorgan Chase & Co. 0.27% 4,293 $1.3M Reduce -29.6%
ADM Archer-Daniels-Midland Co. 0.26% 22,602 $1.2M No change
UGI Ugi Corp. 0.25% 32,225 $1.2M No change
AFL Aflac Inc. 0.22% 10,069 $1.0M No change
SYY Sysco Corp. 0.21% 12,857 $1.0M No change
CNI Canadian Natl Railway Co. 0.21% 10,136 $965K No change
CNP Centerpoint Energy Inc. 0.20% 25,016 $958K No change
JBHT Hunt (jb) Transprt SVCS Inc. 0.20% 6,512 $956K No change
MSFT Microsoft Corp. 0.16% 1,467 $752K No change
BLV Vanguard Long-Term Bond ETF 0.15% 10,017 $693K Add +6.9%
META Meta Platforms Inc. Class A 0.15% 977 $684K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.14% 18,715 $667K No change
VPU Vanguard Utilities ETF 0.13% 3,281 $600K Reduce -5.0%
VDC Vanguard Consumer Staple ETF 0.12% 2,546 $559K Reduce -68.3%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 1,120 $534K Reduce -0.8%
MKSI MKS Inc. 0.11% 4,903 $498K No change
FBLA FB Bancorp Inc. 0.09% 35,000 $417K No change
AES AES Corp. 0.08% 26,620 $358K No change
TSLA Tesla Inc. 0.08% 1,099 $353K Add +5.8%
AMT American Tower Corp. 0.07% 1,522 $327K No change
AMZN Amazon.com Inc. 0.07% 1,328 $307K No change
HBCP Home Bancorp Inc. 0.06% 5,533 $300K Add +0.5%
WMT Walmart Inc. 0.06% 2,890 $284K Reduce -1.8%
FHN First Horizon Corp. 0.06% 11,910 $266K No change
TT Trane Technologies PLC 0.04% 434 $204K New
VMD Viemed Healthcare Inc. 0.03% 23,520 $147K No change
LTMCF Lithium Chile Inc. 0.00% 40,000 $17K No change
RGNNF Renergen Ltd. 0.00% 10,380 $9K No change
Digital Utilities Ventures Inc 0.00% 35,000 $667 New
OWUV One World Universe Inc. 0.00% 18,700 $108 No change
PQEFF Petroteq Energy Inc. 0.00% 50,000 $5 No change

Portfolio Sells Q1 2025 → Q2 2025
GLD SPDR Gold Shares Reduce -0.3% 14.88% −0.59
VDC Vanguard Consumer Staple ETF Reduce -68.3% 0.12% −0.28
CL Colgate-Palmolive Co. Reduce -6.0% 0.80% −0.14
GIS General Mills Inc. Reduce -0.9% 0.52% −0.10
JPM JPMorgan Chase & Co. Reduce -29.6% 0.27% −0.08
VHT Vanguard Health Care ETF Sold out 0.00% −0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.8% 0.11% −0.02
VPU Vanguard Utilities ETF Reduce -5.0% 0.13% −0.01
WMT Walmart Inc. Reduce -1.8% 0.06% −0.01
PEP Pepsico Inc. Reduce -1.2% 0.66% −0.00
JNJ Johnson & Johnson Reduce -0.8% 1.41% +0.00

Portfolio Buys Q1 2025 → Q2 2025
DFAU Dimensional US Core Equity M Add +0.6% 11.98% +0.68
VTI VG Morningstar TS MKT ETF-US Add +1.7% 8.23% +0.54
CATH Global X S&P 500 Ca Val ETF Add +2.8% 3.98% +0.31
DGRW Wisdomtree U.S. Quality Divi Add +0.9% 7.25% +0.23
IEF iShares 7-10 Year Treasury B Add +17.7% 1.39% +0.14
DFAS Dimensional US Small Cap ETF Add +6.9% 0.63% +0.06
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +5.8% 0.65% +0.06
TT Trane Technologies PLC New 0.04% +0.04
TSLA Tesla Inc. Add +5.8% 0.08% +0.01
BLV Vanguard Long-Term Bond ETF Add +6.9% 0.15% +0.00
HBCP Home Bancorp Inc. Add +0.5% 0.06% +0.00
Digital Utilities Ventures Inc New 0.00% +0.00
AAPL Apple Inc. Add +2.9% 0.40% −0.00
USMV iShares MSCI USA Min Vol Fac Add +4.7% 0.71% −0.00
SGOL Abrdn Physical Gold Shares Add +1.4% 1.34% −0.03
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +1.4% 1.06% −0.06
TLT iShares 20+ Year Treasury BD Add +0.4% 7.39% −0.48
BIV Vanguard Intermediate-Term B Add +1.7% 14.38% −0.49

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