13F COMBINATION REPORT
BCU Wealth Advisors, LLC
Quarter ended Q4 2025 · Filed January 30, 2026 · Accession 0002085853-26-000157
Total Value
$261.3M
Positions
61
Other Managers
1
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,905,716 | $115.0M | 44.02% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 1,083,619 | $37.3M | 14.29% |
| 3 | DIMENSIONAL ETF TRUST | 25434V864 | 360,136 | $17.3M | 6.61% |
| 4 | DIMENSIONAL ETF TRUST | 25434V732 | 358,432 | $11.9M | 4.54% |
| 5 | DIMENSIONAL ETF TRUST | 25434V872 | 253,136 | $10.8M | 4.12% |
| 6 | ISHARES TR | 46434V613 | 120,932 | $5.6M | 2.15% |
| 7 | DIMENSIONAL ETF TRUST | 25434V856 | 112,903 | $4.7M | 1.80% |
| 8 | ISHARES TR | 464287200 | 6,572 | $4.5M | 1.72% |
| 9 | ISHARES TR | 464287408 | 19,422 | $4.1M | 1.58% |
| 10 | BLACKROCK ETF TRUST | BLK | 66,634 | $4.1M | 1.55% |
| 11 | DIMENSIONAL ETF TRUST | 25434V823 | 172,306 | $3.9M | 1.51% |
| 12 | ISHARES TR | 464287309 | 28,523 | $3.5M | 1.35% |
| 13 | ISHARES INC | 46434G103 | 47,073 | $3.2M | 1.21% |
| 14 | ISHARES TR | 464288877 | 39,720 | $2.8M | 1.09% |
| 15 | ISHARES TR | 464287101 | 8,125 | $2.8M | 1.07% |
| 16 | ISHARES TR | 464288653 | 19,293 | $2.0M | 0.75% |
| 17 | ISHARES TR | 464288588 | 19,610 | $1.9M | 0.71% |
| 18 | ISHARES TR | 46432F339 | 9,200 | $1.8M | 0.70% |
| 19 | ISHARES TR | 46432F396 | 5,995 | $1.5M | 0.57% |
| 20 | BLACKROCK ETF TRUST | BLK | 43,400 | $1.4M | 0.55% |
| 21 | BLACKROCK ETF TRUST | BLK | 36,859 | $1.4M | 0.54% |
| 22 | BLACKROCK ETF TRUST II | BLK | 26,129 | $1.4M | 0.53% |
| 23 | ABBVIE INC | ABBV | 5,061 | $1.2M | 0.44% |
| 24 | ISHARES GOLD TR | IAU | 14,210 | $1.2M | 0.44% |
| 25 | ISHARES TR | 46435G672 | 22,344 | $1.1M | 0.43% |
| 26 | VANGUARD WORLD FD | 921910873 | 2,807 | $704,919 | 0.27% |
| 27 | INVESCO QQQ TR | IVZ | 1,133 | $696,116 | 0.27% |
| 28 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,020 | $663,644 | 0.25% |
| 29 | GE AEROSPACE | 369604301 | 2,103 | $647,712 | 0.25% |
| 30 | COCA COLA CO | KO | 9,046 | $632,379 | 0.24% |
| 31 | CVS HEALTH CORP | CVS | 7,696 | $610,776 | 0.23% |
| 32 | ABBOTT LABS | ABLZF | 4,729 | $592,545 | 0.23% |
| 33 | ISHARES TR | 464288760 | 2,723 | $584,601 | 0.22% |
| 34 | VANGUARD INDEX FDS | 922908769 | 1,634 | $547,725 | 0.21% |
| 35 | NVIDIA CORPORATION | NVDA | 2,830 | $527,795 | 0.20% |
| 36 | EXXON MOBIL CORP | XOM | 4,330 | $521,072 | 0.20% |
| 37 | ISHARES TR | 46434V621 | 7,332 | $508,984 | 0.19% |
| 38 | BLACKSTONE INC | BX | 3,200 | $493,248 | 0.19% |
| 39 | ISHARES TR | 46435G425 | 3,272 | $487,419 | 0.19% |
| 40 | INVESCO EXCHANGE TRADED FD T | IVZ | 5,389 | $404,435 | 0.15% |
| 41 | BAXTER INTL INC | 071813109 | 21,134 | $403,877 | 0.15% |
| 42 | ISHARES TR | 464289438 | 1,440 | $398,898 | 0.15% |
| 43 | ISHARES TR | 464288281 | 3,894 | $374,887 | 0.14% |
| 44 | VANGUARD BD INDEX FDS | 921937835 | 5,033 | $372,775 | 0.14% |
| 45 | ETF SER SOLUTIONS | 26922A321 | 5,916 | $348,436 | 0.13% |
| 46 | MICROSOFT CORP | MSFT | 710 | $343,283 | 0.13% |
| 47 | GE VERNOVA INC | GEV | 520 | $339,929 | 0.13% |
| 48 | ALPHABET INC | GOOG | 1,061 | $332,859 | 0.13% |
| 49 | WALMART INC | WMT | 2,974 | $331,319 | 0.13% |
| 50 | PHILIP MORRIS INTL INC | 718172109 | 2,064 | $331,069 | 0.13% |
| 51 | ISHARES TR | 464288885 | 2,677 | $305,004 | 0.12% |
| 52 | AMAZON COM INC | AMZN | 1,217 | $280,908 | 0.11% |
| 53 | ISHARES TR | 46435G102 | 2,790 | $274,790 | 0.11% |
| 54 | JPMORGAN CHASE & CO. | VYLD | 840 | $270,642 | 0.10% |
| 55 | JOHNSON & JOHNSON | JNJ | 1,303 | $269,692 | 0.10% |
| 56 | SELECT SECTOR SPDR TR | 81369Y803 | 1,796 | $258,642 | 0.10% |
| 57 | APPLE INC | AAPL | 950 | $258,272 | 0.10% |
| 58 | ORACLE CORP | ORCL-PD | 1,238 | $241,342 | 0.09% |
| 59 | ISHARES TR | 46429B267 | 9,527 | $219,358 | 0.08% |
| 60 | EMCOR GROUP INC | EME | 332 | $203,266 | 0.08% |
| 61 | ISHARES TR | 46429B689 | 2,328 | $200,750 | 0.08% |