13F COMBINATION REPORT
BCU Wealth Advisors, LLC
Quarter ended Q2 2025 · Filed July 18, 2025 · Accession 0001667731-25-000866
Total Value
$222.7M
Positions
56
Other Managers
1
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,702,245 | $96.8M | 43.49% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 979,761 | $30.5M | 13.68% |
| 3 | DIMENSIONAL ETF TRUST | 25434V864 | 307,781 | $14.8M | 6.64% |
| 4 | DIMENSIONAL ETF TRUST | 25434V732 | 330,831 | $9.8M | 4.41% |
| 5 | DIMENSIONAL ETF TRUST | 25434V872 | 218,813 | $9.2M | 4.15% |
| 6 | ISHARES TR | 46434V613 | 152,616 | $7.1M | 3.17% |
| 7 | DIMENSIONAL ETF TRUST | 25434V856 | 96,949 | $4.1M | 1.82% |
| 8 | ISHARES TR | 464287200 | 5,997 | $3.7M | 1.67% |
| 9 | ISHARES TR | 464287309 | 32,440 | $3.6M | 1.60% |
| 10 | ISHARES TR | 46432F339 | 18,175 | $3.3M | 1.49% |
| 11 | DIMENSIONAL ETF TRUST | 25434V823 | 137,900 | $3.2M | 1.45% |
| 12 | BLACKROCK ETF TRUST | BLK | 56,406 | $3.1M | 1.38% |
| 13 | ISHARES TR | 464288877 | 47,651 | $3.0M | 1.36% |
| 14 | ISHARES TR | 464287408 | 11,879 | $2.3M | 1.04% |
| 15 | ISHARES TR | 464288885 | 18,615 | $2.1M | 0.94% |
| 16 | ISHARES INC | 46434G103 | 33,959 | $2.0M | 0.92% |
| 17 | ISHARES TR | 464288588 | 21,503 | $2.0M | 0.91% |
| 18 | ISHARES TR | 464288653 | 15,866 | $1.6M | 0.72% |
| 19 | BLACKROCK ETF TRUST II | BLK | 25,007 | $1.3M | 0.59% |
| 20 | BLACKROCK ETF TRUST | BLK | 33,318 | $1.2M | 0.53% |
| 21 | ISHARES TR | 464287101 | 3,848 | $1.2M | 0.53% |
| 22 | ISHARES TR | 464287721 | 6,648 | $1.2M | 0.52% |
| 23 | ISHARES TR | 46435G672 | 19,333 | $987,723 | 0.44% |
| 24 | ABBVIE INC | ABBV | 5,005 | $929,120 | 0.42% |
| 25 | ISHARES TR | 46432F396 | 2,830 | $680,078 | 0.31% |
| 26 | CVS HEALTH CORP | CVS | 9,694 | $668,667 | 0.30% |
| 27 | COCA COLA CO | KO | 9,046 | $639,977 | 0.29% |
| 28 | ABBOTT LABS | ABLZF | 4,698 | $638,988 | 0.29% |
| 29 | BAXTER INTL INC | 071813109 | 20,880 | $632,261 | 0.28% |
| 30 | VANGUARD WORLD FD | 921910873 | 2,793 | $628,109 | 0.28% |
| 31 | INVESCO QQQ TR | IVZ | 1,130 | $623,342 | 0.28% |
| 32 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,995 | $612,995 | 0.28% |
| 33 | MICROSOFT CORP | MSFT | 1,195 | $594,243 | 0.27% |
| 34 | BLACKSTONE INC | BX | 3,900 | $583,362 | 0.26% |
| 35 | GE AEROSPACE | 369604301 | 2,097 | $539,873 | 0.24% |
| 36 | VANGUARD INDEX FDS | 922908769 | 1,625 | $493,810 | 0.22% |
| 37 | EXXON MOBIL CORP | XOM | 4,330 | $466,774 | 0.21% |
| 38 | NVIDIA CORPORATION | NVDA | 2,830 | $447,112 | 0.20% |
| 39 | ISHARES TR | 46435G425 | 3,217 | $435,261 | 0.20% |
| 40 | ISHARES TR | 46434V621 | 6,036 | $385,951 | 0.17% |
| 41 | INVESCO EXCHANGE TRADED FD T | IVZ | 5,363 | $382,194 | 0.17% |
| 42 | PHILIP MORRIS INTL INC | 718172109 | 2,054 | $374,032 | 0.17% |
| 43 | ISHARES TR | 464289438 | 1,440 | $354,877 | 0.16% |
| 44 | ISHARES TR | 464288281 | 3,662 | $339,182 | 0.15% |
| 45 | ETF SER SOLUTIONS | 26922A321 | 5,892 | $326,113 | 0.15% |
| 46 | WALMART INC | WMT | 2,969 | $290,311 | 0.13% |
| 47 | GE VERNOVA INC | GEV | 520 | $274,986 | 0.12% |
| 48 | ORACLE CORP | ORCL-PD | 1,235 | $270,101 | 0.12% |
| 49 | AMAZON COM INC | AMZN | 1,217 | $266,998 | 0.12% |
| 50 | ISHARES TR | 46429B747 | 2,584 | $265,894 | 0.12% |
| 51 | ISHARES GOLD TR | IAU | 4,094 | $255,302 | 0.11% |
| 52 | BLACKROCK ETF TRUST | BLK | 8,754 | $252,562 | 0.11% |
| 53 | ISHARES TR | 46435G102 | 2,788 | $251,213 | 0.11% |
| 54 | JPMORGAN CHASE & CO. | VYLD | 833 | $241,483 | 0.11% |
| 55 | SELECT SECTOR SPDR TR | 81369Y803 | 896 | $226,832 | 0.10% |
| 56 | ISHARES TR | 46429B267 | 9,410 | $216,238 | 0.10% |