BCU WEALTH ADVISORS, LLC

Filed: 7/14/2026ACC: 0002085853-26-000728

📋 What this filing means

BCU WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $301.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$301.08M

Total AUM (reported)

6.33M

Total Shares

Allocation by class

US COR EQU 2 ETF$134.55M44.7%

INTL CORE EQUITY$41.89M13.9%

SHOR DUR FIX ETF$19.31M6.4%

EMERGING MKTS CO$13.17M4.4%

CORE FIXE IN ETF$12.06M4.0%

CORE S&P500 ETF$10.28M3.4%

COM$8.82M2.9%

Portfolio Concentration

Top 3$195.75M65.0%

4–10$57.62M19.1%

11–25$29.35M9.7%

Rest$18.36M6.1%

Top 3 weight

65.0%

Top 10 weight

84.2%

Voting Authority Distribution

Total shares with voting rights: 6.33M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.33M

% of voting shares100.0%

Investment Discretion (by position count)

Sole0

Shared0

Other63

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings63

Rows:

DIMENSIONAL ETF TRUST

DFND

US COR EQU 2 ETF

Shares3.03M

TypeSH

Market value$134.55M

44.69%

Sole

0.00

Shared

0.00

None

3.03M

DIMENSIONAL ETF TRUST

DFND

INTL CORE EQUITY

Shares1.12M

TypeSH

Market value$41.89M

13.91%

Sole

0.00

Shared

0.00

None

1.12M

DIMENSIONAL ETF TRUST

DFND

SHOR DUR FIX ETF

Shares404.46K

TypeSH

Market value$19.31M

6.41%

Sole

0.00

Shared

0.00

None

404.46K

DIMENSIONAL ETF TRUST

DFND

EMERGING MKTS CO

Shares324.11K

TypeSH

Market value$13.17M

4.37%

Sole

0.00

Shared

0.00

None

324.11K

DIMENSIONAL ETF TRUST

DFND

CORE FIXE IN ETF

Shares285.66K

TypeSH

Market value$12.06M

4.00%

Sole

0.00

Shared

0.00

None

285.66K

ISHARES TR

DFND

CORE S&P500 ETF

Shares13.73K

TypeSH

Market value$10.28M

3.41%

Sole

0.00

Shared

0.00

None

13.73K

ISHARES TR

DFND

CORE UNIVRSL USD

Shares172.84K

TypeSH

Market value$7.98M

2.65%

Sole

0.00

Shared

0.00

None

172.84K

DIMENSIONAL ETF TRUST

DFND

INFLATION PROTE

Shares127.64K

TypeSH

Market value$5.27M

1.75%

Sole

0.00

Shared

0.00

None

127.64K

DIMENSIONAL ETF TRUST

DFND

US REAL ESTA ETF

Shares177.40K

TypeSH

Market value$4.64M

1.54%

Sole

0.00

Shared

0.00

None

177.40K

ISHARES TR

DFND

S&P 500 GRWT ETF

Shares30.73K

TypeSH

Market value$4.23M

1.40%

Sole

0.00

Shared

0.00

None

30.73K

BLACKROCK ETF TRUST

DFND

ISHARES US EQUIT

Shares59.92K

TypeSH

Market value$4.08M

1.35%

Sole

0.00

Shared

0.00

None

59.92K

ISHARES TR

DFND

S&P 500 VAL ETF

Shares15.38K

TypeSH

Market value$3.49M

1.16%

Sole

0.00

Shared

0.00

None

15.38K

ISHARES INC

DFND

CORE MSCI EMKT

Shares29.16K

TypeSH

Market value$2.42M

0.80%

Sole

0.00

Shared

0.00

None

29.16K

ISHARES TR

DFND

EAFE GRWTH ETF

Shares17.89K

TypeSH

Market value$2.23M

0.74%

Sole

0.00

Shared

0.00

None

17.89K

ISHARES TR

DFND

MBS ETF

Shares21.27K

TypeSH

Market value$2.01M

0.67%

Sole

0.00

Shared

0.00

None

21.26K

BLACKROCK ETF TRUST

DFND

ISHA I IN TE ETF

Shares37.30K

TypeSH

Market value$1.97M

0.65%

Sole

0.00

Shared

0.00

None

37.30K

ISHARES TR

DFND

US TREAS BD ETF

Shares84.67K

TypeSH

Market value$1.93M

0.64%

Sole

0.00

Shared

0.00

None

84.67K

ISHARES TR

DFND

MSCI USA MMENTM

Shares4.92K

TypeSH

Market value$1.69M

0.56%

Sole

0.00

Shared

0.00

None

4.92K

ISHARES TR

DFND

10-20 YR TRS ETF

Shares16.34K

TypeSH

Market value$1.64M

0.54%

Sole

0.00

Shared

0.00

None

16.34K

ISHARES TR

DFND

EAFE VALUE ETF

Shares20.07K

TypeSH

Market value$1.54M

0.51%

Sole

0.00

Shared

0.00

None

20.07K

BLACKROCK ETF TRUST

DFND

ISHA LA CORE ETF

Shares28.38K

TypeSH

Market value$1.43M

0.47%

Sole

0.00

Shared

0.00

None

28.38K

BLACKROCK ETF TRUST

DFND

ISHA SYST AL ETF

Shares46.63K

TypeSH

Market value$1.31M

0.43%

Sole

0.00

Shared

0.00

None

46.63K

ABBVIE INC

DFND

COM

Shares5.13K

TypeSH

Market value$1.29M

0.43%

Sole

0.00

Shared

0.00

None

5.13K

BLACKROCK ETF TRUST

DFND

ISHA U S IND ETF

Shares32.07K

TypeSH

Market value$1.18M

0.39%

Sole

0.00

Shared

0.00

None

32.07K

BLACKROCK ETF TRUST

DFND

ISHA US THEM ETF

Shares27.02K

TypeSH

Market value$1.16M

0.39%

Sole

0.00

Shared

0.00

None

27.02K

Issuer	Class	Shares	Type	Value / Portfolio %	None
DIMENSIONAL ETF TRUSTDFND	US COR EQU 2 ETF	3.03M	SH	$134.55M 44.69%	3.03M
DIMENSIONAL ETF TRUSTDFND	INTL CORE EQUITY	1.12M	SH	$41.89M 13.91%	1.12M
DIMENSIONAL ETF TRUSTDFND	SHOR DUR FIX ETF	404.46K	SH	$19.31M 6.41%	404.46K
DIMENSIONAL ETF TRUSTDFND	EMERGING MKTS CO	324.11K	SH	$13.17M 4.37%	324.11K
DIMENSIONAL ETF TRUSTDFND	CORE FIXE IN ETF	285.66K	SH	$12.06M 4.00%	285.66K
ISHARES TRDFND	CORE S&P500 ETF	13.73K	SH	$10.28M 3.41%	13.73K
ISHARES TRDFND	CORE UNIVRSL USD	172.84K	SH	$7.98M 2.65%	172.84K
DIMENSIONAL ETF TRUSTDFND	INFLATION PROTE	127.64K	SH	$5.27M 1.75%	127.64K
DIMENSIONAL ETF TRUSTDFND	US REAL ESTA ETF	177.40K	SH	$4.64M 1.54%	177.40K
ISHARES TRDFND	S&P 500 GRWT ETF	30.73K	SH	$4.23M 1.40%	30.73K
BLACKROCK ETF TRUSTDFND	ISHARES US EQUIT	59.92K	SH	$4.08M 1.35%	59.92K
ISHARES TRDFND	S&P 500 VAL ETF	15.38K	SH	$3.49M 1.16%	15.38K
ISHARES INCDFND	CORE MSCI EMKT	29.16K	SH	$2.42M 0.80%	29.16K
ISHARES TRDFND	EAFE GRWTH ETF	17.89K	SH	$2.23M 0.74%	17.89K
ISHARES TRDFND	MBS ETF	21.27K	SH	$2.01M 0.67%	21.26K
BLACKROCK ETF TRUSTDFND	ISHA I IN TE ETF	37.30K	SH	$1.97M 0.65%	37.30K
ISHARES TRDFND	US TREAS BD ETF	84.67K	SH	$1.93M 0.64%	84.67K
ISHARES TRDFND	MSCI USA MMENTM	4.92K	SH	$1.69M 0.56%	4.92K
ISHARES TRDFND	10-20 YR TRS ETF	16.34K	SH	$1.64M 0.54%	16.34K
ISHARES TRDFND	EAFE VALUE ETF	20.07K	SH	$1.54M 0.51%	20.07K
BLACKROCK ETF TRUSTDFND	ISHA LA CORE ETF	28.38K	SH	$1.43M 0.47%	28.38K
BLACKROCK ETF TRUSTDFND	ISHA SYST AL ETF	46.63K	SH	$1.31M 0.43%	46.63K
ABBVIE INCDFND	COM	5.13K	SH	$1.29M 0.43%	5.13K
BLACKROCK ETF TRUSTDFND	ISHA U S IND ETF	32.07K	SH	$1.18M 0.39%	32.07K
BLACKROCK ETF TRUSTDFND	ISHA US THEM ETF	27.02K	SH	$1.16M 0.39%	27.02K

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