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BCU Wealth Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $309,338,227
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $141,999,262
- DIMENSIONAL ETF TRUST · INTL CORE EQUITY · 25434V799 · shares: $45,117,817
- DIMENSIONAL ETF TRUST · SHOR DUR FIX ETF · 25434V864 · shares: $20,045,435
- DIMENSIONAL ETF TRUST · EMERGING MKTS CO · 25434V732 · shares: $14,486,782
- DIMENSIONAL ETF TRUST · CORE FIXE IN ETF · 25434V872 · shares: $12,364,322
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $10,666,815
- ISHARES TR · CORE UNIVRSL USD · 46434V613 · shares: $8,351,722
- DIMENSIONAL ETF TRUST · INFLATION PROTE · 25434V856 · shares: $5,425,510
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $4,374,703
- BLACKROCK ETF TRUST · ISHARES US EQUIT · 09290C103 · shares: $4,153,582
Reported holdings
64 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 3,194,584 shares | $141,999,262 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 1,199,623 shares | $45,117,817 |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | — | 431,344 shares | $20,045,435 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 364,723 shares | $14,486,782 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | — | 308,184 shares | $12,364,322 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 13,928 shares | $10,666,815 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 189,424 shares | $8,351,722 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | — | 138,902 shares | $5,425,510 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 30,751 shares | $4,374,703 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 59,971 shares | $4,153,582 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 15,228 shares | $3,476,218 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 16,464 shares | $1,972,908 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 23,400 shares | $1,899,173 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 86,649 shares | $1,895,012 |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | — | 37,017 shares | $1,746,855 |
| BLACKROCK ETF TRUST | ISHA LA CORE ETF | 09290C855 | — | 34,325 shares | $1,680,573 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 | — | 16,546 shares | $1,525,021 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 18,621 shares | $1,473,655 |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | 09290C665 | — | 47,750 shares | $1,425,813 |
| ABBVIE INC | COM | 00287Y109 | — | 5,155 shares | $1,348,429 |
| BLACKROCK ETF TRUST | ISHA US THEM ETF | 09290C806 | — | 26,899 shares | $1,183,038 |
| BLACKROCK ETF TRUST | ISHA IN CTRY ETF | 09290C764 | — | 32,483 shares | $1,180,757 |
| ISHARES TR | MBS ETF | 464288588 | — | 12,631 shares | $1,131,977 |
| BLACKROCK ETF TRUST | ISHARES DEFENSE | 09290C699 | — | 33,007 shares | $1,030,729 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 3,029 shares | $961,180 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 1,085 shares | $802,929 |
| COCA COLA CO | COM | 191216100 | — | 8,704 shares | $749,207 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 9,633 shares | $728,447 |
| GE AEROSPACE | COM NEW | 369604301 | — | 2,320 shares | $724,388 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 4,346 shares | $707,348 |
| BLACKROCK ETF TRUST | ISHA U S IND ETF | 09290C830 | — | 18,806 shares | $692,196 |
| BLACKROCK ETF TRUST II | ISHA GLO USD ETF | 092528835 | — | 13,723 shares | $687,522 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,932 shares | $669,610 |
| VANGUARD WORLD FD | MRNGSTR CAP ETF | 921910873 | — | 2,269 shares | $640,532 |
| CVS HEALTH CORP | COM | 126650100 | — | 7,472 shares | $640,262 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 2,654 shares | $619,194 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 1,642 shares | $614,516 |
| ISHARES TR | INTL TREA BD ETF | 464288117 | — | 15,213 shares | $605,021 |
| GE VERNOVA INC | COM | 36828A101 | — | 585 shares | $556,004 |
| BAXTER INTL INC | COM | 071813109 | — | 20,314 shares | $487,537 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 4,795 shares | $473,873 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 1,957 shares | $434,832 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 5,512 shares | $430,487 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 | — | 1,404 shares | $414,036 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 2,088 shares | $398,469 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | 092528603 | — | 7,795 shares | $395,920 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 5,197 shares | $391,812 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 2,329 shares | $388,548 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,081 shares | $368,250 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 5,169 shares | $362,618 |
| ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | — | 5,623 shares | $359,784 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 1,803 shares | $352,925 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,325 shares | $350,659 |
| APPLE INC | COM | 037833100 | — | 1,043 shares | $347,388 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | — | 4,025 shares | $338,450 |
| BLACKSTONE INC | COM | 09260D107 | — | 2,968 shares | $332,683 |
| INTEL CORP | COM | 458140100 | — | 2,737 shares | $329,090 |
| AMAZON COM INC | COM | 023135106 | — | 1,263 shares | $314,676 |
| MICROSOFT CORP | COM | 594918104 | — | 609 shares | $312,143 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 938 shares | $310,420 |
| WALMART INC | COM | 931142103 | — | 2,956 shares | $307,176 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 2,876 shares | $290,794 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 333 shares | $251,054 |
| ISHARES TR | CONV BD ETF | 46435G102 | — | 2,126 shares | $240,139 |