BCU Wealth Advisors, LLC
All 13F Filings
- Location
- Vernon Hills, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 309,338
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 64 | 309,338 | 13F-HR | BCU Wealth Advisors, LLC |
| Q2 2026 | 7/14/2026 | 63 | 301,076 | 13F-HR | BCU Wealth Advisors, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.977 K | 3.2% | 0 | 122 | -122 |
| ETFs | 299.4 K | 96.8% | 8.38 K | 0 | 8.38 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
309,338
Holdings
64
QoQ value change ($000)
8,262
(2.7%)
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.