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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	OEF	ISHARES TR	—	8,125	$2.8M	1.07%	SOLD
2	IAGG	ISHARES TR	—	22,344	$1.1M	0.43%	SOLD
3	ITA	ISHARES TR	—	2,723	$585K	0.22%	SOLD
4	EMB	ISHARES TR	—	3,894	$375K	0.14%	SOLD
5	ORCL	ORACLE CORP	Technology	1,238	$241K	0.09%	SOLD
6	EFAV	ISHARES TR	—	2,328	$201K	0.08%	SOLD

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%