BCM Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), BCM Advisors, LLC reported 78 stock positions worth $506.9 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 19.1% of the portfolio, followed by SPDR Gold Shares (GLD, 15.8%) and Dimensional US Core Equity M (DFAU, 11.7%). Compared with Q4 2025, it opened 6 new positions, sold out of 1, added to 22 and reduced 17. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +777%) and the biggest sale SPDR Gold Shares (GLD, shares −7%).

Most Recent 13F
Q2 2026
Location
LAFAYETTE, LA
CIK
0001373017
Portfolio Value
$506.9M (Q1 2026)
SEC Filing
0001373017-26-000005 ↗ filed May 5, 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 Q4 2025 Q1 2026: $506.9M $506.9M Q1 2026 Q2 2026: $513.6M Q2 2026

Holdings 78 stocks · $506.9M
BIV Vanguard Intermediate-Term B 19.10% 1,264,392 $96.8M Reduce -4.0%
GLD SPDR Gold Shares 15.80% 193,125 $80.1M Reduce -6.7%
DFAU Dimensional US Core Equity M 11.69% 1,196,470 $59.3M Reduce -5.5%
VTI VG Morningstar TS MKT ETF-US 8.04% 115,069 $40.7M Reduce -10.3%
DGRW Wisdomtree U.S. Quality Divi 7.19% 390,211 $36.5M Reduce -1.4%
CATH Global X S&P 500 Ca Val ETF 4.03% 236,788 $20.4M Add +0.1%
AVGO Broadcom Inc. 2.14% 26,018 $10.8M No change
JNJ Johnson & Johnson 1.74% 39,335 $8.8M No change
XOM Exxon Mobil Corp. 1.61% 53,083 $8.2M Add +0.1%
KO The Coca-Cola Co. 1.54% 99,785 $7.8M Add +0.2%
ATO Atmos Energy Corp. 1.53% 41,319 $7.8M No change
DUK Duke Energy Corp. 1.41% 56,095 $7.1M Add +0.0%
NVDA Nvidia Corp. 1.35% 34,444 $6.8M Add +1.0%
SGOL Abrdn Physical Gold Shares 1.29% 152,095 $6.5M Reduce -11.2%
CAT Caterpillar Inc. 1.22% 7,048 $6.2M Add +0.2%
ED Consolidated Edison Inc. 1.04% 48,218 $5.3M No change
BRO Brown & Brown Inc. 1.00% 88,234 $5.1M No change
EPD Enterprise Products Partners 0.94% 122,984 $4.8M No change
AMD Advanced Micro Devices 0.82% 12,230 $4.2M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.81% 5,728 $4.1M Reduce -5.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.78% 51,533 $4.0M Add +317.6%
DFAS Dimensional US Small Cap ETF 0.78% 51,591 $4.0M Add +3.0%
CL Colgate-Palmolive Co. 0.72% 42,787 $3.7M Add +0.3%
PH Parker Hannifin Corp. 0.68% 3,971 $3.4M No change
ISTB iShares Core 1-5 Year Usd Bo 0.67% 70,639 $3.4M Add +4.1%
COST Costco Wholesale Corp. 0.67% 3,335 $3.4M No change
PEP Pepsico Inc. 0.66% 21,551 $3.3M No change
DE Deere & Co. 0.63% 5,548 $3.2M No change
TLT iShares 20+ Year Treasury BD 0.60% 35,837 $3.0M No change
IEF iShares 7-10 Year Treasury B 0.59% 31,461 $3.0M Reduce -54.9%
SCHD Schwab US DVD Equity ETF 0.57% 91,020 $2.9M Add +777.5%
USMV iShares MSCI USA Min Vol Fac 0.54% 29,264 $2.8M Reduce -14.2%
COP Conocophillips 0.54% 21,899 $2.7M No change
KMI Kinder Morgan Inc. 0.52% 81,344 $2.6M No change
VLO Valero Energy Corp. 0.50% 10,010 $2.5M No change
AAPL Apple Inc. 0.48% 8,819 $2.4M Add +0.7%
GD General Dynamics Corp. 0.45% 6,603 $2.3M No change
IP International Paper Co. 0.40% 65,314 $2.0M Reduce -0.5%
ADM Archer-Daniels-Midland Co. 0.34% 22,602 $1.7M No change
GLDM SPDR Gold Minishares Trust 0.33% 18,793 $1.7M Add +139.3%
GIS General Mills Inc. 0.33% 48,665 $1.7M No change
JBHT Hunt (jb) Transprt SVCS Inc. 0.31% 6,512 $1.6M No change
JPM JPMorgan Chase & Co. 0.29% 4,779 $1.5M Add +19.6%
MKSI MKS Inc. 0.28% 4,903 $1.4M No change
AFL Aflac Inc. 0.23% 10,063 $1.1M No change
UGI Ugi Corp. 0.22% 32,225 $1.1M No change
CNI Canadian Natl Railway Co. 0.22% 10,136 $1.1M No change
CNP Centerpoint Energy Inc. 0.21% 25,016 $1.1M No change
SLB SLB Ltd. filed as SLB LIMITED 0.21% 18,935 $1.1M No change
SYY Sysco Corp. 0.18% 12,857 $932K No change
TSCO Tractor Supply Company 0.18% 28,745 $929K Reduce -0.2%
VYM Vanguard High DVD Yield ETF 0.14% 4,478 $695K No change
META Meta Platforms Inc. Class A 0.12% 993 $606K Add +1.3%
MSFT Microsoft Corp. 0.11% 1,367 $565K Reduce -7.6%
BRK.B Berkshire Hathaway Inc. Class B 0.10% 1,120 $525K No change
VEA Vanguard Ftse Developed ETF 0.09% 6,968 $473K Add +15.8%
VPU Vanguard Utilities ETF 0.09% 2,344 $470K Reduce -26.9%
HBCP Home Bancorp Inc. 0.08% 6,223 $396K Add +11.2%
AMZN Amazon.com Inc. 0.08% 1,433 $390K Add +7.0%
WMT Walmart Inc. 0.08% 2,956 $385K Add +3.1%
VOOG Vanguard S&P 500 Growth ETF 0.08% 4,914 $385K New
AES AES Corp. 0.07% 26,620 $380K No change
GOOG Alphabet Inc. Class C 0.07% 964 $366K Add +7.1%
VGSH Vanguard Short-Term Treasury 0.07% 5,774 $336K Add +49.7%
FHN First Horizon Corp. 0.06% 11,748 $289K Reduce -1.4%
VGT Vanguard Info Tech ETF 0.06% 2,728 $286K Add +711.9%
IAU iShares Gold Trust 0.05% 3,133 $266K Reduce -14.4%
TSLA Tesla Inc. 0.05% 673 $264K Reduce -0.1%
AMT American Tower Corp. 0.05% 1,384 $250K Reduce -4.0%
INFQ Infleqtion Inc. 0.05% 20,000 $246K New
VMD Viemed Healthcare Inc. 0.04% 23,520 $223K No change
TT Trane Technologies PLC 0.04% 417 $203K New
LTMCF Lithium Chile Inc. 0.00% 40,000 $19K No change
OWUV One World Universe Inc. 0.00% 18,700 $73 No change
Winning Brands Corp 0.00% 147,058 $15 New
IHSI Intelligent Highway Solution 0.00% 555,555 $0 New
PQEFF Petroteq Energy Inc. 0.00% 125,000 $0 No change
SMAS Somatic Systems Inc. 0.00% 1,000,000 $0 New

Portfolio Sells Q4 2025 → Q1 2026
GLD SPDR Gold Shares Reduce -6.7% 15.80% −2.37
IEF iShares 7-10 Year Treasury B Reduce -54.9% 0.59% −0.70
BIV Vanguard Intermediate-Term B Reduce -4.0% 19.10% −0.55
VTI VG Morningstar TS MKT ETF-US Reduce -10.3% 8.04% −0.34
SGOL Abrdn Physical Gold Shares Reduce -11.2% 1.29% −0.27
IP International Paper Co. Reduce -0.5% 0.40% −0.14
TSCO Tractor Supply Company Reduce -0.2% 0.18% −0.12
USMV iShares MSCI USA Min Vol Fac Reduce -14.2% 0.54% −0.08
VDC Vanguard Consumer Staple ETF Sold out 0.00% −0.06
VPU Vanguard Utilities ETF Reduce -26.9% 0.09% −0.02
MSFT Microsoft Corp. Reduce -7.6% 0.11% −0.02
IAU iShares Gold Trust Reduce -14.4% 0.05% −0.01
TSLA Tesla Inc. Reduce -0.1% 0.05% −0.01
AMT American Tower Corp. Reduce -4.0% 0.05% 0.00
FHN First Horizon Corp. Reduce -1.4% 0.06% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.6% 0.81% +0.01
DFAU Dimensional US Core Equity M Reduce -5.5% 11.69% +0.14
DGRW Wisdomtree U.S. Quality Divi Reduce -1.4% 7.19% +0.30

Portfolio Buys Q4 2025 → Q1 2026
SCHD Schwab US DVD Equity ETF Add +777.5% 0.57% +0.51
CAT Caterpillar Inc. Add +0.2% 1.22% +0.37
CATH Global X S&P 500 Ca Val ETF Add +0.1% 4.03% +0.28
XOM Exxon Mobil Corp. Add +0.1% 1.61% +0.24
GLDM SPDR Gold Minishares Trust Add +139.3% 0.33% +0.18
KO The Coca-Cola Co. Add +0.2% 1.54% +0.15
DUK Duke Energy Corp. Add +0.0% 1.41% +0.15
NVDA Nvidia Corp. Add +1.0% 1.35% +0.12
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +317.6% 0.78% +0.08
VOOG Vanguard S&P 500 Growth ETF New 0.08% +0.08
DFAS Dimensional US Small Cap ETF Add +3.0% 0.78% +0.07
AAPL Apple Inc. Add +0.7% 0.48% +0.07
JPM JPMorgan Chase & Co. Add +19.6% 0.29% +0.06
INFQ Infleqtion Inc. New 0.05% +0.05
TT Trane Technologies PLC New 0.04% +0.04
ISTB iShares Core 1-5 Year Usd Bo Add +4.1% 0.67% +0.04
VGSH Vanguard Short-Term Treasury Add +49.7% 0.07% +0.02
VEA Vanguard Ftse Developed ETF Add +15.8% 0.09% +0.02
GOOG Alphabet Inc. Class C Add +7.1% 0.07% +0.02
AMZN Amazon.com Inc. Add +7.0% 0.08% +0.02
HBCP Home Bancorp Inc. Add +11.2% 0.08% +0.01
CL Colgate-Palmolive Co. Add +0.3% 0.72% +0.01
WMT Walmart Inc. Add +3.1% 0.08% +0.01
VGT Vanguard Info Tech ETF Add +711.9% 0.06% +0.01
IHSI Intelligent Highway Solution New 0.00% 0.00
SMAS Somatic Systems Inc. New 0.00% 0.00
Winning Brands Corp New 0.00% 0.00
META Meta Platforms Inc. Class A Add +1.3% 0.12% −0.00

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