Portfolio (Quarterly) Guide ↗

BCU Wealth Advisors, LLC

· CIK 0002003570

13F Portfolio $261M AUM 61 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 2 New 27 Added 8 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	STIP	ISHARES TR	—	2,707	$280K	0.11%	SOLD
2	IYW	ISHARES TR	—	1,158	$227K	0.09%	SOLD

Sector Allocation

Healthcare 28.5%

Financial Services 24.6%

Technology 12.9%

Consumer Defensive 12.2%

Industrials 8.0%

Energy 4.9%

Utilities 3.2%

Communication Services 3.1%

Consumer Cyclical 2.6%