BCU Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Vernon Hills, IL
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$261,331
Net value change ($000)
+14,117 (5.7%)
New positions
2
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/16/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 6,293 5.8%
DFIC 3,102 9.1%
IVE 1,299 46.1%
DFSD 1,112 6.9%
DFEM 953 8.7%
IEMG 770 32.2%
DFCF 706 7.0%
MTUM 495 49.2%
BND 373 NEW
DFIP 307 7.0%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -1,494 -45.0%
STIP -280 -100.0%
IUSB -273 -4.6%
IYW -227 -100.0%
EFV -222 -7.3%
EFG -127 -29.4%
CVS -124 -16.9%
ORCL -107 -30.7%
BAX -74 -15.5%
BX -54 -9.9%
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