BCU Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Vernon Hills, IL
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$301,076
Net value change ($000)
+32,836 (12.2%)
New positions
5
Sold out positions
2
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
DFAC 15,690 13.2%
IVV 4,698 84.2%
DFIC 3,764 9.9%
IUSB 2,082 35.3%
DFSD 1,406 7.9%
IALT 1,308 NEW
DFEM 1,186 9.9%
INRO 1,177 NEW
IGOV 1,113 NEW
DFCF 869 7.8%
Top Reduces (Value $000, Stocks/ETFs)
EFV -1,388 -47.5%
QUAL -1,356 -74.1%
IAGG -1,182 -100.0%
BINC -716 -63.3%
IEMG -645 -21.1%
IVE -383 -9.9%
TLH -338 -17.1%
THRO -243 -17.3%
EFAV -213 -100.0%
XOM -139 -18.9%
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