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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
Page 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BAX BAXTER INTL INC Healthcare 21,134.0 $404K 0.15% +139.0 +0.7% $19.11 +1.5%
42 IWY ISHARES TR 1,440.0 $399K 0.15% $277.01 +2.8%
43 EMB ISHARES TR 3,894.0 $375K 0.14% +87.0 +2.3% $96.27 +0.0%
44 BND VANGUARD BD INDEX FDS 5,033.0 $373K 0.14% NEW $74.07 -1.3%
45 DSTL ETF SER SOLUTIONS 5,916.0 $348K 0.13% $58.90 -0.4%
46 MSFT MICROSOFT CORP Technology 710.0 $343K 0.13% $483.50 -21.6%
47 GEV GE VERNOVA INC Utilities 520.0 $340K 0.13% $653.71 +60.4%
48 GOOG ALPHABET INC Communication Services 1,061.0 $333K 0.13% $313.72 +15.4%
49 WMT WALMART INC Consumer Defensive 2,974.0 $331K 0.13% $111.41 +8.6%
50 PM PHILIP MORRIS INTL INC Consumer Defensive 2,064.0 $331K 0.13% $160.40 +11.9%
51 EFG ISHARES TR 2,677.0 $305K 0.12% -1K -29.4% $113.94 +8.4%
52 AMZN AMAZON COM INC Consumer Cyclical 1,217.0 $281K 0.11% $230.82 +2.9%
53 ICVT ISHARES TR 2,790.0 $275K 0.10% +78.0 +2.9% $98.49 +24.9%
54 JPM JPMORGAN CHASE & CO. Financial Services 840.0 $271K 0.10% $322.19 +3.5%
55 JNJ JOHNSON & JOHNSON Healthcare 1,303.0 $270K 0.10% $206.98 +13.2%
56 XLK SELECT SECTOR SPDR TR 1,796.0 $259K 0.10% +899.0 +100.2% $144.01 +29.0%
57 AAPL APPLE INC Technology 950.0 $258K 0.10% $271.87 +8.9%
58 ORCL ORACLE CORP Technology 1,238.0 $241K 0.09% $194.95 -5.9%
59 GOVT ISHARES TR 9,527.0 $219K 0.08% +124.0 +1.3% $23.02 -1.5%
60 EME EMCOR GROUP INC Industrials 332.0 $203K 0.08% $612.25 +35.2%
Page 3 of 4  ·  61 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 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%