Institutional Manager · CIK 0002003570
BCU Wealth Advisors, LLC
Vernon Hills, IL · File #028-23673
Latest AUM
$261.3M
Positions
61
Top-10 Concentration
83.3%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 202561 pos · $261.3M
- 13F COMBINATION REPORTQ/E Sep 202561 pos · $247.2M
- 13F COMBINATION REPORTQ/E Jun 202556 pos · $222.7M
- 13F COMBINATION REPORTQ/E Mar 202550 pos · $192.2M
- 13F COMBINATION REPORTQ/E Dec 202454 pos · $175.0M
- 13F COMBINATION REPORTQ/E Sep 202452 pos · $167.8M
- 13F COMBINATION REPORTQ/E Jun 202447 pos · $135.4M
- 13F COMBINATION REPORTQ/E Mar 202445 pos · $117.8M
- 13F COMBINATION REPORT (Amended)Q/E Mar 202439 pos · $92.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,905,716 | $115.0M | 44.49% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 1,083,619 | $37.3M | 14.44% |
| 3 | DIMENSIONAL ETF TRUST | 25434V864 | 360,136 | $17.3M | 6.68% |
| 4 | DIMENSIONAL ETF TRUST | 25434V732 | 358,432 | $11.9M | 4.59% |
| 5 | DIMENSIONAL ETF TRUST | 25434V872 | 253,136 | $10.8M | 4.17% |
| 6 | ISHARES TR | 46434V613 | 120,932 | $5.6M | 2.18% |
| 7 | DIMENSIONAL ETF TRUST | 25434V856 | 112,903 | $4.7M | 1.81% |
| 8 | ISHARES TR | 464287200 | 6,572 | $4.5M | 1.74% |
| 9 | ISHARES TR | 464287408 | 19,422 | $4.1M | 1.59% |
| 10 | BLACKROCK ETF TRUST | BLK | 66,634 | $4.1M | 1.57% |
| 11 | DIMENSIONAL ETF TRUST | 25434V823 | 172,306 | $3.9M | 1.53% |
| 12 | ISHARES TR | 464287309 | 28,523 | $3.5M | 1.36% |
| 13 | ISHARES INC | 46434G103 | 47,073 | $3.2M | 1.22% |
| 14 | ISHARES TR | 464288877 | 39,720 | $2.8M | 1.10% |
| 15 | ISHARES TR | 464287101 | 8,125 | $2.8M | 1.08% |
| 16 | ISHARES TR | 464288653 | 19,293 | $2.0M | 0.76% |
| 17 | ISHARES TR | 464288588 | 19,610 | $1.9M | 0.72% |
| 18 | ISHARES TR | 46432F339 | 9,200 | $1.8M | 0.71% |
| 19 | ISHARES TR | 46432F396 | 5,995 | $1.5M | 0.58% |
| 20 | BLACKROCK ETF TRUST | BLK | 43,400 | $1.4M | 0.56% |