BCU Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Vernon Hills, IL
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$309,338
Net value change ($000)
+8,262 (2.7%)
New positions
4
Sold out positions
3
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/14/2026 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)
DFAC 7,453 5.5%
DFIC 3,228 7.7%
DFEM 1,315 10.0%
CORO 1,181 NEW
DFSD 732 3.8%
ACWX 728 NEW
EXXONMOBIL HOLDINGS CORP 707 NEW
GGOV 688 NEW
IVV 387 3.8%
IUSB 375 4.7%
Top Reduces (Value $000, Stocks/ETFs)
DFAR -4,641 -100.0%
MBB -878 -43.7%
MTUM -727 -43.1%
XOM -596 -100.0%
IEMG -516 -21.4%
IGOV -508 -45.6%
INRO -485 -41.2%
EFG -253 -11.4%
BAI -220 -11.2%
SYSB -203 -100.0%
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