BCU Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 18, 2025), BCU Wealth Advisors, LLC reported 56 stock positions worth $222.7 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 43.5% of the portfolio, followed by Dimensional International (DFIC, 13.7%) and Dimensional Short Duration (DFSD, 6.6%). Compared with Q1 2025, it opened 11 new positions, sold out of 5, added to 32 and reduced 8. The biggest buy was a new position in iShares 10-20 Year Treasury (TLH) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- Vernon Hills, IL
- CIK
- 0002003570
- Portfolio Value
- $222.7M (Q2 2025)
- SEC Filing
- 0001667731-25-000866 ↗ filed Jul 18, 2025
Holdings Value
Holdings 56 stocks · $222.7M
| DFAC Dimensional US Core Equity 2 | 43.49% | 2,702,245 | $96.8M | Add +6.1% |
| DFIC Dimensional International Co. | 13.68% | 979,761 | $30.5M | Add +4.5% |
| DFSD Dimensional Short Duration | 6.64% | 307,781 | $14.8M | Add +13.4% |
| DFEM Dimensional Emrg MRKT Core | 4.41% | 330,831 | $9.8M | Add +5.3% |
| DFCF Dimensional Core Fixed Inc. | 4.15% | 218,813 | $9.2M | Add +14.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.17% | 152,616 | $7.1M | Reduce -2.6% |
| DFIP Dimensional Inflation-Protec | 1.82% | 96,949 | $4.1M | Add +16.7% |
| IVV iShares Core S&P 500 ETF | 1.67% | 5,997 | $3.7M | Reduce -47.0% |
| IVW iShares S&P 500 Growth ETF | 1.60% | 32,440 | $3.6M | Add +10.1% |
| QUAL iShares MSCI USA Quality Fac | 1.49% | 18,175 | $3.3M | Add +19.1% |
| DFAR Dimensional US Real Est ETF | 1.45% | 137,900 | $3.2M | Add +13.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.38% | 56,406 | $3.1M | Add +10.6% |
| EFV iShares MSCI Eafe Value ETF | 1.36% | 47,651 | $3.0M | Add +18.7% |
| IVE iShares S&P 500 Value ETF | 1.04% | 11,879 | $2.3M | Add +47.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.94% | 18,615 | $2.1M | Reduce -18.4% |
| IEMG iShares Core MSCI Emerging | 0.92% | 33,959 | $2.0M | Add +239.5% |
| MBB iShares MBS ETF | 0.91% | 21,503 | $2.0M | Reduce -0.0% |
| TLH iShares 10-20 Year Treasury | 0.72% | 15,866 | $1.6M | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.59% | 25,007 | $1.3M | Add +4.3% |
| THRO iShares U.S. Thematic Rotati | 0.53% | 33,318 | $1.2M | New |
| OEF iShares S&P 100 ETF | 0.53% | 3,848 | $1.2M | New |
| IYW iShares Ustechnology ETF | 0.52% | 6,648 | $1.2M | Add +6.7% |
| IAGG iShares Intl Aggregate Bond | 0.44% | 19,333 | $988K | New |
| ABBV Abbvie Inc. | 0.42% | 5,005 | $929K | Add +0.7% |
| MTUM iShares MSCI USA Momentum Fa | 0.31% | 2,830 | $680K | Add +26.9% |
| CVS CVS Health Corp. | 0.30% | 9,694 | $669K | Reduce -4.5% |
| KO The Coca-Cola Co. | 0.29% | 9,046 | $640K | No change |
| ABT Abbott Laboratories | 0.29% | 4,698 | $639K | Add +3.9% |
| BAX Baxter International Inc. | 0.28% | 20,880 | $632K | Reduce -3.9% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.28% | 2,793 | $628K | Add +16.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 1,130 | $623K | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 2,995 | $613K | No change |
| MSFT Microsoft Corp. | 0.27% | 1,195 | $594K | New |
| BX Blackstone Inc. | 0.26% | 3,900 | $583K | New |
| GE General Electric filed as GE AEROSPACE | 0.24% | 2,097 | $540K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 1,625 | $494K | Add +32.6% |
| XOM Exxon Mobil Corp. | 0.21% | 4,330 | $467K | No change |
| NVDA Nvidia Corp. | 0.20% | 2,830 | $447K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.20% | 3,217 | $435K | Add +0.2% |
| DGRO iShares Core Dividend Growth | 0.17% | 6,036 | $386K | Add +20.8% |
| SPHQ Invesco S&P 500 Quality ETF | 0.17% | 5,363 | $382K | Add +0.2% |
| PM Philip Morris International | 0.17% | 2,054 | $374K | Add +0.3% |
| IWY iShares Russell Top 200 Grow | 0.16% | 1,440 | $355K | Add +0.1% |
| EMB iShares JP Morgan Usd Emergi | 0.15% | 3,662 | $339K | Add +2.5% |
| DSTL Distillate US Fundamental St | 0.15% | 5,892 | $326K | Add +0.2% |
| WMT Walmart Inc. | 0.13% | 2,969 | $290K | Add +19.5% |
| GEV GE Vernova Inc. | 0.12% | 520 | $275K | New |
| ORCL Oracle Corp. | 0.12% | 1,235 | $270K | New |
| AMZN Amazon.com Inc. | 0.12% | 1,217 | $267K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.12% | 2,584 | $266K | New |
| IAU iShares Gold Trust | 0.11% | 4,094 | $255K | Add +8.8% |
| BAI Ishrs AI in and Tech Act ETF | 0.11% | 8,754 | $253K | New |
| ICVT iShares Convertible Bond ETF | 0.11% | 2,788 | $251K | Reduce -16.8% |
| JPM JPMorgan Chase & Co. | 0.11% | 833 | $241K | Add +0.5% |
| XLK SS Technology Select Sector | 0.10% | 896 | $227K | New |
| GOVT iShares US Treasury Bond ETF | 0.10% | 9,410 | $216K | Reduce -4.0% |
Portfolio Sells Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Reduce -47.0% | 1.67% | −1.63 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.60 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -2.6% | 3.17% | −0.59 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.42 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.38 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -18.4% | 0.94% | −0.25 |
| MBB iShares MBS ETF | Reduce -0.0% | 0.91% | −0.14 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.13 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.11 |
| BAX Baxter International Inc. | Reduce -3.9% | 0.28% | −0.10 |
| CVS CVS Health Corp. | Reduce -4.5% | 0.30% | −0.06 |
| ICVT iShares Convertible Bond ETF | Reduce -16.8% | 0.11% | −0.03 |
| GOVT iShares US Treasury Bond ETF | Reduce -4.0% | 0.10% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| TLH iShares 10-20 Year Treasury | New | 0.72% | +0.72 |
| IEMG iShares Core MSCI Emerging | Add +239.5% | 0.92% | +0.63 |
| THRO iShares U.S. Thematic Rotati | New | 0.53% | +0.53 |
| OEF iShares S&P 100 ETF | New | 0.53% | +0.53 |
| IAGG iShares Intl Aggregate Bond | New | 0.44% | +0.44 |
| MSFT Microsoft Corp. | New | 0.27% | +0.27 |
| BX Blackstone Inc. | New | 0.26% | +0.26 |
| IVE iShares S&P 500 Value ETF | Add +47.8% | 1.04% | +0.25 |
| IVW iShares S&P 500 Growth ETF | Add +10.1% | 1.60% | +0.18 |
| QUAL iShares MSCI USA Quality Fac | Add +19.1% | 1.49% | +0.14 |
| DFIC Dimensional International Co. | Add +4.5% | 13.68% | +0.13 |
| EFV iShares MSCI Eafe Value ETF | Add +18.7% | 1.36% | +0.13 |
| GEV GE Vernova Inc. | New | 0.12% | +0.12 |
| ORCL Oracle Corp. | New | 0.12% | +0.12 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.12% | +0.12 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.11% | +0.11 |
| XLK SS Technology Select Sector | New | 0.10% | +0.10 |
| DFEM Dimensional Emrg MRKT Core | Add +5.3% | 4.41% | +0.09 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +10.6% | 1.38% | +0.09 |
| MTUM iShares MSCI USA Momentum Fa | Add +26.9% | 0.31% | +0.07 |
| IYW iShares Ustechnology ETF | Add +6.7% | 0.52% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +32.6% | 0.22% | +0.05 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +16.7% | 0.28% | +0.03 |
| GE General Electric | Add +0.1% | 0.24% | +0.02 |
| WMT Walmart Inc. | Add +19.5% | 0.13% | +0.02 |
| DGRO iShares Core Dividend Growth | Add +20.8% | 0.17% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.28% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.11% | +0.00 |
| IWY iShares Russell Top 200 Grow | Add +0.1% | 0.16% | +0.00 |
| DFIP Dimensional Inflation-Protec | Add +16.7% | 1.82% | −0.00 |
| IAU iShares Gold Trust | Add +8.8% | 0.11% | −0.00 |
| PM Philip Morris International | Add +0.3% | 0.17% | −0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +0.2% | 0.20% | −0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.2% | 0.17% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +2.5% | 0.15% | −0.02 |
| DSTL Distillate US Fundamental St | Add +0.2% | 0.15% | −0.02 |
| ABT Abbott Laboratories | Add +3.9% | 0.29% | −0.03 |
| DFCF Dimensional Core Fixed Inc. | Add +14.1% | 4.15% | −0.04 |
| DFAR Dimensional US Real Est ETF | Add +13.3% | 1.45% | −0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +4.3% | 0.59% | −0.06 |
| DFSD Dimensional Short Duration | Add +13.4% | 6.64% | −0.08 |
| ABBV Abbvie Inc. | Add +0.7% | 0.42% | −0.12 |
| DFAC Dimensional US Core Equity 2 | Add +6.1% | 43.49% | −0.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 63 | $301.1M | DFAC, DFIC, DFSD, DFEM, DFCF |
| Q1 2026 | 60 | $268.2M | DFAC, DFIC, DFSD, DFEM, DFCF |
| Q4 2025 | 61 | $261.3M | DFAC, DFIC, DFSD, DFEM, DFCF |
| Q3 2025 | 61 | $247.2M | DFAC, DFIC, DFSD, DFEM, DFCF |
| Q2 2025 | 56 | $222.7M | DFAC, DFIC, DFSD, DFEM, DFCF |
| Q1 2025 | 50 | $192.2M | DFAC, DFIC, DFSD, DFEM, DFCF |
| Q4 2024 | 54 | $175.0M | DFAC, DFIC, DFSD, DFCF, DFEM |
| Q3 2024 | 52 | $167.8M | DFAC, DFIC, DFSD, DFCF, IUSB |
| Q2 2024 | 47 | $135.4M | DFAC, DFIC, DFSD, DFCF, IVV |
| Q1 2024 | 45 | $117.8M | DFAC, DFIC, DFSD, DFCF, IVV |