Bcu Wealth Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002003570

Type: FundHoldings: 50Value: $192.2MLatest: 2025Q1

BCU Wealth Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 50 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  null,
  "IVW",
  null,
  null,
  "GE",
  "EFG",
  "IEMG",
  "IVV",
  "AAPL",
  "NVDA",
  null,
  null,
  null,
  "VIG",
  "MGC",
  "AMZN",
  null,
  "IVE",
  null,
  "WMT",
  null,
  null,
  "MTUM",
  null,
  null,
  "DGRO",
  "ESGU",
  "BAX",
  null,
  "KO",
  "CVS",
  "DFAC",
  "QQQ",
  "XOM",
  "JNJ",
  "PM",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 50
Total Value: 192236375
Accession Number: 0001667731-25-000449
Form Type: 13F-HR
CIK: bcu-wealth-advisors
Manager Name: Bcu-Wealth-Advisors

Data Enrichment

58% identified

29 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

50 positions • $192.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V708

DFAC|25434V708

Shares:2.5M

Value:$84.0M

% of Portfolio:43.7% ($84.0M/$192.2M)

25434V799

Shares:937.9K

Value:$26.0M

% of Portfolio:13.5% ($26.0M/$192.2M)

25434V864

Shares:271.5K

Value:$12.9M

% of Portfolio:6.7% ($12.9M/$192.2M)

25434V732

Shares:314.1K

Value:$8.3M

% of Portfolio:4.3% ($8.3M/$192.2M)

25434V872

Shares:191.7K

Value:$8.1M

% of Portfolio:4.2% ($8.1M/$192.2M)

46434V613

Shares:156.8K

Value:$7.2M

% of Portfolio:3.8% ($7.2M/$192.2M)

464287200

IVV|464287200

Shares:11.3K

Value:$6.4M

% of Portfolio:3.3% ($6.4M/$192.2M)

25434V856

Shares:83.1K

Value:$3.5M

% of Portfolio:1.8% ($3.5M/$192.2M)

25434V823

Shares:121.7K

Value:$2.9M

% of Portfolio:1.5% ($2.9M/$192.2M)

464287309

IVW|464287309

Shares:29.5K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$192.2M)

46432F339

QUAL|46432F339

Shares:15.3K

Value:$2.6M

% of Portfolio:1.4% ($2.6M/$192.2M)

09290C103

Shares:51.0K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$192.2M)

464288877

Shares:40.1K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$192.2M)

464288885

EFG|464288885

Shares:22.8K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$192.2M)

464288588

Shares:21.5K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$192.2M)

464287408

IVE|464287408

Shares:8.0K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$192.2M)

092528603

Shares:24.0K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$192.2M)

46434G764

EMXC|46434G764

Shares:20.9K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$192.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:5.0K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$192.2M)

464287721

Shares:6.2K

Value:$874.7K

% of Portfolio:0.5% ($874.7K/$192.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DFACcusip25434V708)	2.5M	QoQ +17.51% (+379.7K) YoY +63.49% (+989.2K)	All Managers (Combined)	$84.0M	43.7% ($84.0M/$192.2M)	QoQ +12.08% (+$9.1M) YoY +68.81% (+$34.3M)
(cusip25434V799)✕	937.9K	QoQ +3.95% (+35.7K) YoY +103.99% (+478.2K)	All Managers (Combined)	$26.0M	13.5% ($26.0M/$192.2M)	QoQ +11.70% (+$2.7M) YoY +111.77% (+$13.7M)
(cusip25434V864)✕	271.5K	QoQ +4.41% (+11.5K) YoY +66.59% (+108.5K)	All Managers (Combined)	$12.9M	6.7% ($12.9M/$192.2M)	QoQ +5.84% (+$712.2K) YoY +68.29% (+$5.2M)
(cusip25434V732)✕	314.1K	QoQ +10.48% (+29.8K) YoY +110.64% (+165.0K)	All Managers (Combined)	$8.3M	4.3% ($8.3M/$192.2M)	QoQ +11.62% (+$865.1K) YoY +118.65% (+$4.5M)
(cusip25434V872)✕	191.7K	QoQ +3.58% (+6.6K) YoY +46.26% (+60.6K)	All Managers (Combined)	$8.1M	4.2% ($8.1M/$192.2M)	QoQ +5.56% (+$425.1K) YoY +46.64% (+$2.6M)
(cusip46434V613)✕	156.8K	QoQ +17.40% (+23.2K) YoY +55.61% (+56.0K)	All Managers (Combined)	$7.2M	3.8% ($7.2M/$192.2M)	QoQ +19.69% (+$1.2M) YoY +57.28% (+$2.6M)
(IVVcusip464287200)	11.3K	QoQ +17.95% (+1.7K) YoY +10.03% (+1.0K)	All Managers (Combined)	$6.4M	3.3% ($6.4M/$192.2M)	QoQ +12.58% (+$710.5K) YoY +17.60% (+$951.5K)
(cusip25434V856)✕	83.1K	QoQ -7.05% (-6.3K) YoY +136.50% (+48.0K)	All Managers (Combined)	$3.5M	1.8% ($3.5M/$192.2M)	QoQ -3.33% (-$120.6K) YoY +141.44% (+$2.0M)
(cusip25434V823)✕	121.7K	QoQ +11.39% (+12.4K) YoY +82.22% (+54.9K)	All Managers (Combined)	$2.9M	1.5% ($2.9M/$192.2M)	QoQ +13.78% (+$350.5K) YoY +93.62% (+$1.4M)
(IVWcusip464287309)	29.5K	QoQ +18.94% (+4.7K) YoY +107.60% (+15.3K)	All Managers (Combined)	$2.7M	1.4% ($2.7M/$192.2M)	QoQ +8.75% (+$220.2K) YoY +128.23% (+$1.5M)
(QUALcusip46432F339)	15.3K	QoQ +18.38% (+2.4K) YoY +49.51% (+5.1K)	All Managers (Combined)	$2.6M	1.4% ($2.6M/$192.2M)	QoQ +13.61% (+$312.4K) YoY +55.46% (+$930.3K)
(cusip09290C103)✕	51.0K	QoQ +18.01% (+7.8K) YoY +41.77% (+15.0K)	All Managers (Combined)	$2.5M	1.3% ($2.5M/$192.2M)	QoQ +12.28% (+$272.0K) YoY +55.70% (+$889.6K)
(cusip464288877)✕	40.1K	QoQ +8.97% (+3.3K) YoY +133.45% (+22.9K)	All Managers (Combined)	$2.4M	1.2% ($2.4M/$192.2M)	QoQ +22.41% (+$433.2K) YoY +152.93% (+$1.4M)
(EFGcusip464288885)	22.8K	QoQ +16.40% (+3.2K) YoY +156.92% (+13.9K)	All Managers (Combined)	$2.3M	1.2% ($2.3M/$192.2M)	QoQ +20.21% (+$383.8K) YoY +147.55% (+$1.4M)
(cusip464288588)✕	21.5K	QoQ +15.12% (+2.8K) YoY +61.79% (+8.2K)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$192.2M)	QoQ +17.76% (+$304.3K) YoY +64.17% (+$788.4K)
(IVEcusip464287408)	8.0K	QoQ +19.50% (+1.3K) YoY +56.33% (+2.9K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$192.2M)	QoQ +19.31% (+$248.0K) YoY +59.50% (+$571.6K)
(cusip092528603)✕	24.0K	QoQ +12.76% (+2.7K) YoY +141.29% (+14.0K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$192.2M)	QoQ +13.54% (+$149.7K) YoY +140.92% (+$734.3K)
(EMXCcusip46434G764)	20.9K	QoQ +18.46% (+3.3K) YoY +150.00% (+12.6K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$192.2M)	QoQ +17.69% (+$173.5K) YoY +139.23% (+$671.7K)
AbbVie Inc.(ABBVcusip00287Y109)	5.0K	QoQ +0.62% (+31) YoY +2.62% (+127)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$192.2M)	QoQ +18.64% (+$163.7K) YoY +18.06% (+$159.4K)
(cusip464287721)✕	6.2K	QoQ +19.15% (+1.0K) YoY +22.84% (+1.2K)	All Managers (Combined)	$874.7K	0.5% ($874.7K/$192.2M)	QoQ +4.89% (+$40.8K) YoY +27.74% (+$190.0K)