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Portfolio (Quarterly) Guide ↗

BCU Wealth Advisors, LLC

· CIK 0002003570
13F Portfolio $301M AUM 63 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 26 Added 24 Reduced 6 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PM PHILIP MORRIS INTL INC Consumer Defensive 2,088.0 $378K 0.12% +24.0 +1.2% $180.94 +3.4%
22 BND VANGUARD BD INDEX FDS 5,116.0 $376K 0.12% +83.0 +1.6% $73.41 -2.2%
23 JNJ JOHNSON & JOHNSON Healthcare 1,326.0 $337K 0.11% +23.0 +1.8% $254.05 +6.7%
24 AAPL APPLE INC Technology 1,086.0 $314K 0.10% +136.0 +14.3% $289.38 +12.4%
25 AMZN AMAZON COM INC Consumer Cyclical 1,293.0 $308K 0.10% +76.0 +6.2% $238.34 +7.0%
26 JPM JPMORGAN CHASE & CO Financial Services 940.0 $308K 0.10% +100.0 +11.9% $327.38 +8.4%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 30.4%
Financial Services 17.0%
Technology 14.2%
Consumer Defensive 13.1%
Industrials 10.7%
Utilities 6.3%
Energy 5.5%
Consumer Cyclical 2.8%