13F COMBINATION REPORT
BCU Wealth Advisors, LLC
Quarter ended Q3 2025 · Filed October 16, 2025 · Accession 0002085853-25-000102
Total Value
$247.2M
Positions
61
Other Managers
1
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,819,398 | $108.7M | 43.99% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 1,044,192 | $34.2M | 13.85% |
| 3 | DIMENSIONAL ETF TRUST | 25434V864 | 335,261 | $16.2M | 6.54% |
| 4 | DIMENSIONAL ETF TRUST | 25434V732 | 339,997 | $10.9M | 4.41% |
| 5 | DIMENSIONAL ETF TRUST | 25434V872 | 235,423 | $10.1M | 4.07% |
| 6 | ISHARES TR | 46434V613 | 126,342 | $5.9M | 2.39% |
| 7 | DIMENSIONAL ETF TRUST | 25434V856 | 103,830 | $4.4M | 1.77% |
| 8 | ISHARES TR | 464287200 | 6,300 | $4.2M | 1.71% |
| 9 | BLACKROCK ETF TRUST | BLK | 65,512 | $3.9M | 1.57% |
| 10 | DIMENSIONAL ETF TRUST | 25434V823 | 155,926 | $3.7M | 1.50% |
| 11 | ISHARES TR | 464287309 | 29,092 | $3.5M | 1.42% |
| 12 | ISHARES TR | 46432F339 | 17,072 | $3.3M | 1.34% |
| 13 | ISHARES TR | 464288877 | 45,082 | $3.1M | 1.24% |
| 14 | ISHARES TR | 464287408 | 13,657 | $2.8M | 1.14% |
| 15 | ISHARES TR | 464287101 | 7,692 | $2.6M | 1.04% |
| 16 | ISHARES INC | 46434G103 | 36,311 | $2.4M | 0.97% |
| 17 | ISHARES TR | 464288653 | 19,435 | $2.0M | 0.81% |
| 18 | ISHARES TR | 464288588 | 19,972 | $1.9M | 0.77% |
| 19 | BLACKROCK ETF TRUST | BLK | 40,639 | $1.4M | 0.56% |
| 20 | BLACKROCK ETF TRUST II | BLK | 25,989 | $1.4M | 0.56% |
| 21 | BLACKROCK ETF TRUST | BLK | 36,239 | $1.4M | 0.55% |
| 22 | ABBVIE INC | ABBV | 5,035 | $1.2M | 0.47% |
| 23 | ISHARES TR | 46435G672 | 21,712 | $1.1M | 0.45% |
| 24 | ISHARES GOLD TR | IAU | 13,922 | $1.0M | 0.41% |
| 25 | ISHARES TR | 46432F396 | 3,924 | $1.0M | 0.41% |
| 26 | CVS HEALTH CORP | CVS | 9,751 | $735,091 | 0.30% |
| 27 | VANGUARD WORLD FD | 921910873 | 2,797 | $682,803 | 0.28% |
| 28 | INVESCO QQQ TR | IVZ | 1,131 | $678,984 | 0.27% |
| 29 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,003 | $648,124 | 0.26% |
| 30 | GE AEROSPACE | 369604301 | 2,100 | $631,812 | 0.26% |
| 31 | ABBOTT LABS | ABLZF | 4,714 | $631,361 | 0.26% |
| 32 | COCA COLA CO | KO | 9,046 | $599,905 | 0.24% |
| 33 | BLACKSTONE INC | BX | 3,200 | $546,720 | 0.22% |
| 34 | VANGUARD INDEX FDS | 922908769 | 1,628 | $534,217 | 0.22% |
| 35 | NVIDIA CORPORATION | NVDA | 2,830 | $528,021 | 0.21% |
| 36 | ISHARES TR | 464288760 | 2,441 | $510,804 | 0.21% |
| 37 | ISHARES TR | 46434V621 | 7,300 | $496,952 | 0.20% |
| 38 | EXXON MOBIL CORP | XOM | 4,330 | $488,208 | 0.20% |
| 39 | BAXTER INTL INC | 071813109 | 20,995 | $478,055 | 0.19% |
| 40 | ISHARES TR | 46435G425 | 3,223 | $469,320 | 0.19% |
| 41 | ISHARES TR | 464288885 | 3,793 | $431,955 | 0.17% |
| 42 | INVESCO EXCHANGE TRADED FD T | IVZ | 5,376 | $394,024 | 0.16% |
| 43 | ISHARES TR | 464289438 | 1,439 | $393,778 | 0.16% |
| 44 | MICROSOFT CORP | MSFT | 710 | $367,611 | 0.15% |
| 45 | ISHARES TR | 464288281 | 3,807 | $362,379 | 0.15% |
| 46 | ORACLE CORP | ORCL-PD | 1,237 | $347,868 | 0.14% |
| 47 | ETF SER SOLUTIONS | 26922A321 | 5,904 | $342,177 | 0.14% |
| 48 | PHILIP MORRIS INTL INC | 718172109 | 2,058 | $333,851 | 0.14% |
| 49 | GE VERNOVA INC | GEV | 520 | $319,677 | 0.13% |
| 50 | WALMART INC | WMT | 2,974 | $306,488 | 0.12% |
| 51 | ISHARES TR | 46429B747 | 2,707 | $279,753 | 0.11% |
| 52 | ISHARES TR | 46435G102 | 2,712 | $271,306 | 0.11% |
| 53 | AMAZON COM INC | AMZN | 1,217 | $267,217 | 0.11% |
| 54 | JPMORGAN CHASE & CO. | VYLD | 836 | $263,816 | 0.11% |
| 55 | ALPHABET INC | GOOG | 1,061 | $258,326 | 0.10% |
| 56 | SELECT SECTOR SPDR TR | 81369Y803 | 897 | $252,801 | 0.10% |
| 57 | APPLE INC | AAPL | 950 | $241,870 | 0.10% |
| 58 | JOHNSON & JOHNSON | JNJ | 1,298 | $240,660 | 0.10% |
| 59 | ISHARES TR | 464287721 | 1,158 | $226,778 | 0.09% |
| 60 | ISHARES TR | 46429B267 | 9,403 | $217,400 | 0.09% |
| 61 | EMCOR GROUP INC | EME | 332 | $215,728 | 0.09% |