BCU Wealth Advisors, LLC - Portfolio Stock Holdings

BCU Wealth Advisors, LLC disclosed 65 stock positions in a recent SEC 13F filing. $301,076,251 of stock holdings were filed, with the largest holdings including DFAC, DFIC, and DFSD. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $653,584,277 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.