BCU Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Vernon Hills, IL
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
61
Total value ($000)
$247,214
Net value change ($000)
+24,521 (11.0%)
New positions
5
Sold out positions
0
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/18/2025 Next filing: 1/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
DFAC 11,896 12.3%
DFIC 3,778 12.4%
OEF 1,389 118.6%
DFSD 1,379 9.3%
BAI 1,135 448.6%
DFEM 1,085 11.1%
DFCF 820 8.9%
DYNF 806 26.2%
IAU 758 297.3%
ITA 511 NEW
Top Reduces (Value $000, Stocks/ETFs)
EFG -1,653 -79.3%
IUSB -1,154 -16.4%
IYW -925 -80.3%
MSFT -226 -38.0%
BAX -154 -24.4%
MBB -119 -5.9%
IVW -60 -1.7%
KO -40 -6.3%
PM -40 -10.7%
BX -36 -6.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type