BCM Advisors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), BCM Advisors, LLC reported 73 stock positions worth $521.9 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 19.6% of the portfolio, followed by SPDR Gold Shares (GLD, 18.2%) and Dimensional US Core Equity M (DFAU, 11.6%). Compared with Q3 2025, it opened 2 new positions, sold out of 3, added to 18 and reduced 20. The biggest buy was Exxon Mobil (XOM, shares +0%) and the biggest sale Dimensional US Core Equity M (DFAU, shares −1%).

Most Recent 13F
Q2 2026
Location
LAFAYETTE, LA
CIK
0001373017
Portfolio Value
$521.9M (Q4 2025)
SEC Filing
0001373017-26-000001 ↗ filed Jan 26, 2026

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 Q3 2025 Q4 2025: $521.9M $521.9M Q4 2025 Q1 2026: $506.9M Q1 2026 Q2 2026: $513.6M Q2 2026

Holdings 73 stocks · $521.9M
BIV Vanguard Intermediate-Term B 19.65% 1,317,798 $102.6M Add +0.1%
GLD SPDR Gold Shares 18.17% 207,021 $94.8M Reduce -4.3%
DFAU Dimensional US Core Equity M 11.55% 1,266,599 $60.3M Reduce -1.0%
VTI VG Morningstar TS MKT ETF-US 8.37% 128,275 $43.7M Add +2.6%
DGRW Wisdomtree U.S. Quality Divi 6.89% 395,778 $36.0M Add +0.1%
CATH Global X S&P 500 Ca Val ETF 3.76% 236,557 $19.6M Add +0.2%
JNJ Johnson & Johnson 1.66% 39,335 $8.7M Reduce -0.5%
AVGO Broadcom Inc. 1.60% 26,018 $8.3M Reduce -0.0%
SGOL Abrdn Physical Gold Shares 1.56% 171,267 $8.1M Reduce -2.7%
KO The Coca-Cola Co. 1.39% 99,587 $7.3M Reduce -0.5%
XOM Exxon Mobil Corp. 1.37% 53,022 $7.2M Add +0.4%
BRO Brown & Brown Inc. 1.34% 88,234 $7.0M Reduce -0.0%
ATO Atmos Energy Corp. 1.31% 41,319 $6.8M No change
IEF iShares 7-10 Year Treasury B 1.28% 69,711 $6.7M Add +5.9%
DUK Duke Energy Corp. 1.26% 56,086 $6.6M Reduce -0.5%
NVDA Nvidia Corp. 1.23% 34,109 $6.4M Add +0.5%
ED Consolidated Edison Inc. 0.96% 48,218 $5.0M Reduce -0.1%
CAT Caterpillar Inc. 0.84% 7,034 $4.4M Add +0.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.80% 6,068 $4.2M No change
EPD Enterprise Products Partners 0.78% 122,984 $4.1M No change
DFAS Dimensional US Small Cap ETF 0.71% 50,084 $3.7M Add +8.8%
CL Colgate-Palmolive Co. 0.71% 42,680 $3.7M Reduce -0.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.71% 12,340 $3.7M Add +11.5%
PH Parker Hannifin Corp. 0.71% 3,971 $3.7M No change
ISTB iShares Core 1-5 Year Usd Bo 0.63% 67,875 $3.3M Add +14.0%
COST Costco Wholesale Corp. 0.63% 3,335 $3.3M No change
USMV iShares MSCI USA Min Vol Fac 0.62% 34,107 $3.2M Reduce -3.1%
AMD Advanced Micro Devices 0.61% 12,230 $3.2M No change
TLT iShares 20+ Year Treasury BD 0.60% 35,837 $3.2M Reduce -0.0%
PEP Pepsico Inc. 0.60% 21,551 $3.1M Reduce -0.7%
DE Deere & Co. 0.55% 5,548 $2.9M No change
IP International Paper Co. 0.54% 65,621 $2.8M Add +0.5%
KMI Kinder Morgan Inc. 0.46% 81,344 $2.4M No change
GD General Dynamics Corp. 0.46% 6,603 $2.4M No change
AAPL Apple Inc. 0.42% 8,758 $2.2M Reduce -1.2%
GIS General Mills Inc. 0.42% 48,665 $2.2M Reduce -0.2%
COP Conocophillips 0.41% 21,899 $2.2M Reduce -0.3%
VLO Valero Energy Corp. 0.36% 10,010 $1.9M No change
TSCO Tractor Supply Company 0.30% 28,805 $1.6M No change
ADM Archer-Daniels-Midland Co. 0.29% 22,602 $1.5M No change
JBHT Hunt (jb) Transprt SVCS Inc. 0.26% 6,512 $1.3M No change
UGI Ugi Corp. 0.24% 32,225 $1.3M No change
JPM JPMorgan Chase & Co. 0.23% 3,994 $1.2M Reduce -7.0%
AFL Aflac Inc. 0.21% 10,063 $1.1M No change
MKSI MKS Inc. 0.20% 4,903 $1.1M No change
CNI Canadian Natl Railway Co. 0.19% 10,136 $1.0M No change
SYY Sysco Corp. 0.19% 12,857 $980K No change
CNP Centerpoint Energy Inc. 0.19% 25,016 $970K No change
SLB SLB Ltd. filed as SLB LIMITED 0.18% 18,935 $931K No change
GLDM SPDR Gold Minishares Trust 0.15% 7,854 $774K New
MSFT Microsoft Corp. 0.13% 1,480 $690K Add +0.7%
VYM Vanguard High DVD Yield ETF 0.13% 4,478 $661K New
META Meta Platforms Inc. Class A 0.12% 980 $646K Add +0.2%
VPU Vanguard Utilities ETF 0.11% 3,206 $594K Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B 0.10% 1,120 $536K No change
VEA Vanguard Ftse Developed ETF 0.08% 6,018 $396K No change
AES AES Corp. 0.07% 26,620 $379K No change
IAU iShares Gold Trust 0.07% 3,660 $343K No change
HBCP Home Bancorp Inc. 0.06% 5,595 $337K Add +0.6%
WMT Walmart Inc. 0.06% 2,866 $337K Reduce -0.8%
AMZN Amazon.com Inc. 0.06% 1,339 $320K No change
VDC Vanguard Consumer Staple ETF 0.06% 1,357 $306K Reduce -46.7%
TSLA Tesla Inc. 0.06% 674 $303K Add +0.3%
SCHD Schwab US DVD Equity ETF 0.06% 10,373 $302K No change
GOOG Alphabet Inc. Class C 0.06% 900 $296K No change
FHN First Horizon Corp. 0.05% 11,910 $285K No change
AMT American Tower Corp. 0.05% 1,442 $258K Reduce -5.3%
VGT Vanguard Info Tech ETF 0.05% 336 $254K Add +6.7%
VGSH Vanguard Short-Term Treasury 0.04% 3,857 $227K No change
VMD Viemed Healthcare Inc. 0.03% 23,520 $172K No change
LTMCF Lithium Chile Inc. 0.00% 40,000 $17K No change
OWUV One World Universe Inc. 0.00% 18,700 $71 No change
PQEFF Petroteq Energy Inc. 0.00% 125,000 $0 No change

Portfolio Sells Q3 2025 → Q4 2025
DFAU Dimensional US Core Equity M Reduce -1.0% 11.55% −0.54
AVGO Broadcom Inc. Reduce -0.0% 1.60% −0.36
DUK Duke Energy Corp. Reduce -0.5% 1.26% −0.16
BRO Brown & Brown Inc. Reduce -0.0% 1.34% −0.12
FBLA FB Bancorp Inc. Sold out 0.00% −0.08
AAPL Apple Inc. Reduce -1.2% 0.42% −0.06
TLT iShares 20+ Year Treasury BD Reduce -0.0% 0.60% −0.06
PEP Pepsico Inc. Reduce -0.7% 0.60% −0.06
GIS General Mills Inc. Reduce -0.2% 0.42% −0.06
VDC Vanguard Consumer Staple ETF Reduce -46.7% 0.06% −0.05
GDDY GoDaddy Inc. Class A Sold out 0.00% −0.05
USMV iShares MSCI USA Min Vol Fac Reduce -3.1% 0.62% −0.05
JPM JPMorgan Chase & Co. Reduce -7.0% 0.23% −0.04
KO The Coca-Cola Co. Reduce -0.5% 1.39% −0.02
AMT American Tower Corp. Reduce -5.3% 0.05% −0.01
RGNNF Renergen Ltd. Sold out 0.00% −0.00
ED Consolidated Edison Inc. Reduce -0.1% 0.96% +0.00
WMT Walmart Inc. Reduce -0.8% 0.06% +0.00
COP Conocophillips Reduce -0.3% 0.41% +0.03
CL Colgate-Palmolive Co. Reduce -0.7% 0.71% +0.04
JNJ Johnson & Johnson Reduce -0.5% 1.66% +0.17
SGOL Abrdn Physical Gold Shares Reduce -2.7% 1.56% +0.22
GLD SPDR Gold Shares Reduce -4.3% 18.17% +2.30

Portfolio Buys Q3 2025 → Q4 2025
XOM Exxon Mobil Corp. Add +0.4% 1.37% +0.15
GLDM SPDR Gold Minishares Trust New 0.15% +0.15
VYM Vanguard High DVD Yield ETF New 0.13% +0.13
CAT Caterpillar Inc. Add +0.0% 0.84% +0.10
DFAS Dimensional US Small Cap ETF Add +8.8% 0.71% +0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +11.5% 0.71% +0.05
ISTB iShares Core 1-5 Year Usd Bo Add +14.0% 0.63% +0.05
HBCP Home Bancorp Inc. Add +0.6% 0.06% +0.00
VGT Vanguard Info Tech ETF Add +6.7% 0.05% −0.00
TSLA Tesla Inc. Add +0.3% 0.06% −0.00
IEF iShares 7-10 Year Treasury B Add +5.9% 1.28% −0.01
VPU Vanguard Utilities ETF Add +0.0% 0.11% −0.01
META Meta Platforms Inc. Class A Add +0.2% 0.12% −0.02
MSFT Microsoft Corp. Add +0.7% 0.13% −0.03
IP International Paper Co. Add +0.5% 0.54% −0.08
VTI VG Morningstar TS MKT ETF-US Add +2.6% 8.37% −0.13
NVDA Nvidia Corp. Add +0.5% 1.23% −0.15
CATH Global X S&P 500 Ca Val ETF Add +0.2% 3.76% −0.21
DGRW Wisdomtree U.S. Quality Divi Add +0.1% 6.89% −0.29
BIV Vanguard Intermediate-Term B Add +0.1% 19.65% −1.23

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