BCU Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Vernon Hills, IL
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$268,240
Net value change ($000)
+6,909 (2.6%)
New positions
3
Sold out positions
4
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 3,819 3.3%
GOVT 1,611 735.6%
EFG 1,584 519.3%
BLCR 1,103 NEW
IVV 1,081 24.0%
IDEF 1,030 NEW
DFIC 785 2.1%
DFSD 639 3.7%
DFCF 416 3.9%
MUB 305 NEW
Top Reduces (Value $000, Stocks/ETFs)
OEF -2,787 -100.0%
IAU -731 -63.4%
DYNF -642 -15.8%
ITA -585 -100.0%
EMB -375 -100.0%
BINC -247 -17.9%
IVE -244 -5.9%
ORCL -241 -100.0%
BX -125 -25.4%
IVW -122 -3.5%
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