BCM Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), BCM Advisors, LLC reported 74 stock positions worth $497.0 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 20.9% of the portfolio, followed by SPDR Gold Shares (GLD, 15.9%) and Dimensional US Core Equity M (DFAU, 12.1%). Compared with Q2 2025, it opened 8 new positions, sold out of 4, added to 19 and reduced 14. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +50%) and the biggest sale iShares 20+ Year Treasury BD (TLT, shares −91%).

Most Recent 13F
Q2 2026
Location
LAFAYETTE, LA
CIK
0001373017
Portfolio Value
$497.0M (Q3 2025)
SEC Filing
0001373017-25-000011 ↗ filed Oct 29, 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 Q2 2025 Q3 2025: $497.0M $497.0M Q3 2025 Q4 2025: $521.9M Q4 2025 Q1 2026: $506.9M Q1 2026 Q2 2026: $513.6M Q2 2026

Holdings 74 stocks · $497.0M
BIV Vanguard Intermediate-Term B 20.88% 1,316,515 $103.8M Add +50.2%
GLD SPDR Gold Shares 15.87% 216,432 $78.9M Reduce -5.2%
DFAU Dimensional US Core Equity M 12.10% 1,279,039 $60.1M Reduce -1.0%
VTI VG Morningstar TS MKT ETF-US 8.51% 125,074 $42.3M Add +1.2%
DGRW Wisdomtree U.S. Quality Divi 7.19% 395,233 $35.7M Reduce -0.3%
CATH Global X S&P 500 Ca Val ETF 3.97% 236,087 $19.7M Reduce -2.3%
AVGO Broadcom Inc. 1.95% 26,024 $9.7M No change
JNJ Johnson & Johnson 1.49% 39,533 $7.4M Add +0.4%
BRO Brown & Brown Inc. 1.46% 88,258 $7.3M Add +0.0%
ATO Atmos Energy Corp. 1.45% 41,319 $7.2M No change
DUK Duke Energy Corp. 1.43% 56,366 $7.1M Reduce -6.6%
KO The Coca-Cola Co. 1.41% 100,053 $7.0M No change
NVDA Nvidia Corp. 1.37% 33,947 $6.8M No change
SGOL Abrdn Physical Gold Shares 1.34% 175,951 $6.6M Reduce -11.4%
IEF iShares 7-10 Year Treasury B 1.29% 65,820 $6.4M Reduce -4.3%
XOM Exxon Mobil Corp. 1.22% 52,801 $6.1M Reduce -1.0%
ED Consolidated Edison Inc. 0.96% 48,247 $4.8M Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.84% 6,068 $4.2M No change
EPD Enterprise Products Partners 0.77% 122,984 $3.8M No change
CAT Caterpillar Inc. 0.74% 7,033 $3.7M Add +0.5%
CL Colgate-Palmolive Co. 0.67% 42,988 $3.3M Reduce -0.3%
USMV iShares MSCI USA Min Vol Fac 0.67% 35,184 $3.3M Reduce -0.8%
TLT iShares 20+ Year Treasury BD 0.66% 35,853 $3.3M Reduce -91.0%
PEP Pepsico Inc. 0.66% 21,704 $3.3M Add +0.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.65% 11,066 $3.2M Add +3.9%
DFAS Dimensional US Small Cap ETF 0.64% 46,029 $3.2M Add +2.2%
AMD Advanced Micro Devices 0.64% 12,230 $3.2M No change
COST Costco Wholesale Corp. 0.62% 3,335 $3.1M No change
IP International Paper Co. 0.62% 65,314 $3.1M No change
PH Parker Hannifin Corp. 0.61% 3,971 $3.0M No change
ISTB iShares Core 1-5 Year Usd Bo 0.59% 59,555 $2.9M New
DE Deere & Co. 0.52% 5,548 $2.6M No change
AAPL Apple Inc. 0.48% 8,863 $2.4M Add +0.0%
GIS General Mills Inc. 0.47% 48,778 $2.3M Add +0.1%
GD General Dynamics Corp. 0.46% 6,603 $2.3M No change
KMI Kinder Morgan Inc. 0.43% 81,344 $2.1M No change
COP Conocophillips 0.38% 21,967 $1.9M Add +0.5%
TSCO Tractor Supply Company 0.32% 28,805 $1.6M No change
ADM Archer-Daniels-Midland Co. 0.28% 22,602 $1.4M No change
JPM JPMorgan Chase & Co. 0.26% 4,293 $1.3M No change
JBHT Hunt (jb) Transprt SVCS Inc. 0.22% 6,512 $1.1M No change
UGI Ugi Corp. 0.22% 32,225 $1.1M No change
AFL Aflac Inc. 0.22% 10,063 $1.1M Reduce -0.1%
CNP Centerpoint Energy Inc. 0.20% 25,016 $989K No change
SYY Sysco Corp. 0.20% 12,857 $976K No change
CNI Canadian Natl Railway Co. 0.19% 10,136 $960K No change
MSFT Microsoft Corp. 0.16% 1,470 $797K Add +0.2%
META Meta Platforms Inc. Class A 0.15% 978 $735K Add +0.1%
MKSI MKS Inc. 0.14% 4,903 $689K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.14% 18,935 $679K Add +1.2%
VPU Vanguard Utilities ETF 0.13% 3,205 $626K Reduce -2.3%
VDC Vanguard Consumer Staple ETF 0.11% 2,546 $545K No change
BRK.B Berkshire Hathaway Inc. Class B 0.11% 1,120 $539K No change
FBLA FB Bancorp Inc. 0.08% 35,000 $420K No change
AES AES Corp. 0.08% 26,620 $385K No change
VEA Vanguard Ftse Developed ETF 0.07% 6,018 $371K New
TSLA Tesla Inc. 0.06% 672 $309K Reduce -38.9%
AMZN Amazon.com Inc. 0.06% 1,339 $307K Add +0.8%
WMT Walmart Inc. 0.06% 2,890 $298K No change
HBCP Home Bancorp Inc. 0.06% 5,563 $297K Add +0.5%
SCHD Schwab US DVD Equity ETF 0.06% 10,373 $280K New
AMT American Tower Corp. 0.06% 1,522 $278K No change
IAU iShares Gold Trust 0.05% 3,660 $273K New
FHN First Horizon Corp. 0.05% 11,910 $251K No change
GDDY GoDaddy Inc. Class A 0.05% 1,919 $251K New
VGT Vanguard Info Tech ETF 0.05% 315 $251K New
GOOG Alphabet Inc. Class C 0.05% 900 $242K New
VGSH Vanguard Short-Term Treasury 0.05% 3,857 $227K New
VLO Valero Energy Corp. 0.03% 10,010 $170K Add +0.1%
VMD Viemed Healthcare Inc. 0.03% 23,520 $161K No change
LTMCF Lithium Chile Inc. 0.00% 40,000 $12K No change
RGNNF Renergen Ltd. 0.00% 10,380 $8K No change
OWUV One World Universe Inc. 0.00% 18,700 $86 No change
PQEFF Petroteq Energy Inc. 0.00% 125,000 $13 Add +150.0%

Portfolio Sells Q2 2025 → Q3 2025
TLT iShares 20+ Year Treasury BD Reduce -91.0% 0.66% −6.73
SPTL SS SPDR PF LNG TRM TSY E-Usd Sold out 0.00% −1.06
BLV Vanguard Long-Term Bond ETF Sold out 0.00% −0.15
CL Colgate-Palmolive Co. Reduce -0.3% 0.67% −0.13
DUK Duke Energy Corp. Reduce -6.6% 1.43% −0.11
IEF iShares 7-10 Year Treasury B Reduce -4.3% 1.29% −0.10
DGRW Wisdomtree U.S. Quality Divi Reduce -0.3% 7.19% −0.06
XOM Exxon Mobil Corp. Reduce -1.0% 1.22% −0.06
TT Trane Technologies PLC Sold out 0.00% −0.04
USMV iShares MSCI USA Min Vol Fac Reduce -0.8% 0.67% −0.04
TSLA Tesla Inc. Reduce -38.9% 0.06% −0.01
CATH Global X S&P 500 Ca Val ETF Reduce -2.3% 3.97% −0.01
SGOL Abrdn Physical Gold Shares Reduce -11.4% 1.34% −0.01
VPU Vanguard Utilities ETF Reduce -2.3% 0.13% −0.00
AFL Aflac Inc. Reduce -0.1% 0.22% −0.00
Digital Utilities Ventures Inc Sold out 0.00% −0.00
DFAU Dimensional US Core Equity M Reduce -1.0% 12.10% +0.12
GLD SPDR Gold Shares Reduce -5.2% 15.87% +0.99

Portfolio Buys Q2 2025 → Q3 2025
BIV Vanguard Intermediate-Term B Add +50.2% 20.88% +6.50
ISTB iShares Core 1-5 Year Usd Bo New 0.59% +0.59
VTI VG Morningstar TS MKT ETF-US Add +1.2% 8.51% +0.28
CAT Caterpillar Inc. Add +0.5% 0.74% +0.10
AAPL Apple Inc. Add +0.0% 0.48% +0.08
JNJ Johnson & Johnson Add +0.4% 1.49% +0.08
VEA Vanguard Ftse Developed ETF New 0.07% +0.07
SCHD Schwab US DVD Equity ETF New 0.06% +0.06
IAU iShares Gold Trust New 0.05% +0.05
GDDY GoDaddy Inc. Class A New 0.05% +0.05
VGT Vanguard Info Tech ETF New 0.05% +0.05
GOOG Alphabet Inc. Class C New 0.05% +0.05
VGSH Vanguard Short-Term Treasury New 0.05% +0.05
DFAS Dimensional US Small Cap ETF Add +2.2% 0.64% +0.01
META Meta Platforms Inc. Class A Add +0.1% 0.15% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +3.9% 0.65% +0.00
MSFT Microsoft Corp. Add +0.2% 0.16% +0.00
PQEFF Petroteq Energy Inc. Add +150.0% 0.00% 0.00
AMZN Amazon.com Inc. Add +0.8% 0.06% −0.00
HBCP Home Bancorp Inc. Add +0.5% 0.06% −0.00
SLB SLB Ltd. Add +1.2% 0.14% −0.01
PEP Pepsico Inc. Add +0.4% 0.66% −0.01
GIS General Mills Inc. Add +0.1% 0.47% −0.05
COP Conocophillips Add +0.5% 0.38% −0.07
ED Consolidated Edison Inc. Add +0.1% 0.96% −0.09
BRO Brown & Brown Inc. Add +0.0% 1.46% −0.26
VLO Valero Energy Corp. Add +0.1% 0.03% −0.27

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