BCU Wealth Advisors, LLC
All 13F Filings
- Location
- Vernon Hills, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 268,240
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 60 | 268,240 | 13F-HR | BCU Wealth Advisors, LLC |
| Q4 2025 | 1/30/2026 | 61 | 261,331 | 13F-HR | BCU Wealth Advisors, LLC |
| Q3 2025 | 10/16/2025 | 61 | 247,214 | 13F-HR | BCU Wealth Advisors, LLC |
| Q2 2025 | 7/18/2025 | 56 | 222,693 | 13F-HR | BCU Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.398 K | 3.1% | 0 | 213.4 K | -213.4 K |
| ETFs | 259.8 K | 96.9% | 226.4 K | 0 | 226.4 K |
| Other | 0 | 0.0% | 0 | 6.003 K | -6.003 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
268,240
Holdings
60
QoQ value change ($000)
6,909
(2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.