BCU Wealth Advisors, LLC

CIK

2003570

Location

Vernon Hills, IL

Portfolio Value

Micro $9,170,531

Diversification

Diversified

Filing Date

Global Rank

#7,794 / 8,232 ▲ 159

Top Industry

Drug Manufacturers - General 17.6%

3Y Alpha vs SPY

-6.9%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+33.2%

SPY

+52.9%

Annualised alpha

-6.9%

Max drawdown

−14.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.1%

+0.8 pts

Top 5

40.9%

−0.7 pts

Top 10

67.2%

−1.0 pts

HHI

605

Diversified−7

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	30.8%	$2,824,229	5
Consumer Defensive	15.0%	$1,371,331	3
Industrials	14.1%	$1,296,361	3
Unclassified	11.7%	$1,076,808	2
Technology	10.9%	$997,472	3
Energy	8.0%	$734,627	1
Financial Services	6.7%	$616,239	2
Consumer Cyclical	2.8%	$253,464	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
CVS	CVS HEALTH Corp	+30	7,726	$554,881
ABBV	AbbVie Inc.	+28	5,089	$1,106,806
ABT	Abbott Laboratories	+20	4,749	$487,579
BAX	Baxter International Inc	+11	21,145	$355,236
PM	Philip Morris International Inc.	+6	2,070	$342,253
JNJ	Johnson & Johnson	+5	1,308	$319,727
JPM	Jpmorgan Chase & Co	+4	844	$248,271
WMT	Walmart Inc.	+4	2,978	$370,105
GE	General Electric Co	+2	2,105	$597,335
QQQ	Invesco Qqq Trust, Series 1	+1	1,134	$654,522
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−9,420	4,790	$422,286
KO	Coca Cola Co	−381	8,665	$658,973
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ORCL	Oracle Corp	1,238	$241,298
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 positions · $9,170,531 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ABBV	AbbVie Inc. Healthcare	Added	5,089	+28	$1,106,806	−4.3%	12.07%
XOM	Exxon Mobil Corp Energy	Held	4,330	0	$734,627	+41.0%	8.01%
KO	Coca Cola Co Consumer Defensive	Reduced	8,665	-381	$658,973	+4.2%	7.19%
QQQ	Invesco Qqq Trust, Series 1	Added	1,134	+1	$654,522	−6.0%	7.14%
GE	General Electric Co Industrials	Added	2,105	+2	$597,335	−7.8%	6.51%
CVS	CVS HEALTH Corp Healthcare	Added	7,726	+30	$554,881	−9.1%	6.05%
NVDA	Nvidia Corp Technology	Held	2,830	0	$493,552	−6.5%	5.38%
ABT	Abbott Laboratories Healthcare	Added	4,749	+20	$487,579	−17.7%	5.32%
GEV	GE Vernova Inc. Industrials	Held	520	0	$453,908	+33.6%	4.95%
IAU	Ishares Gold Trust	Reduced	4,790	-9,420	$422,286	−63.4%	4.60%
WMT	Walmart Inc. Consumer Defensive	Added	2,978	+4	$370,105	+11.7%	4.04%
BX	Blackstone Inc. Financial Services	Held	3,200	0	$367,968	−25.4%	4.01%
BAX	Baxter International Inc Healthcare	Added	21,145	+11	$355,236	−12.0%	3.87%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,070	+6	$342,253	+3.4%	3.73%
JNJ	Johnson & Johnson Healthcare	Added	1,308	+5	$319,727	+18.6%	3.49%
MSFT	Microsoft Corp Technology	Held	710	0	$262,820	−23.5%	2.87%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,217	0	$253,464	−9.8%	2.76%
JPM	Jpmorgan Chase & Co Financial Services	Added	844	+4	$248,271	−8.3%	2.71%
EME	EMCOR Group, Inc. Industrials	Held	332	0	$245,118	+20.7%	2.67%
AAPL	Apple Inc. Technology	Held	950	0	$241,100	−6.6%	2.63%