BCM ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Lafayette, LA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$514,745
Net value change ($000)
+1,115 (0.2%)
New positions
2
Sold out positions
3
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VXUS 32,851 2528.9%
ISTB 25,513 626.1%
DFGX 25,192 3233.9%
AVUV 21,920 2584.9%
SCHD 10,423 138.5%
VGSH 4,355 533.0%
GLDM 3,900 146.7%
XOM 1,574 18.9%
KO 1,146 14.0%
Dimensional US Small Cap ETF 1,113 NEW
Top Reduces (Value $000, Stocks/ETFs)
BIV -44,757 -46.8%
DFAU -25,175 -42.5%
DGRW -16,223 -44.9%
VTI -13,821 -32.9%
GLD -7,925 -11.3%
AMD -4,413 -69.1%
DFAS -4,321 -100.0%
VO -3,141 -72.6%
CAT -1,891 -30.2%
AVGO -1,571 -15.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type