BCU Wealth Advisors, LLC

CIK

2003570

Location

Vernon Hills, IL

Portfolio Value

Micro $10,889,702

Diversification

Diversified

Filing Date

Global Rank

#8,072 / 8,517 ▲ 296

Top Industry

Drug Manufacturers - General 16.8%

3Y Alpha vs SPY

+14.9%

Period ended 46 days ago

Filed Jul 14, 2026 · 32d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+109.5%

SPY

+55.7%

Annualised alpha

+15.1%

Max drawdown

−15.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.9%

−1.3 pts

Top 5

41.2%

+1.0 pts

Top 10

66.8%

+2.7 pts

HHI

594

Diversified+9

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	30.4%	$3,315,058	5
Industrials	17.0%	$1,853,867	3
Technology	14.2%	$1,544,746	4
Consumer Defensive	13.1%	$1,423,640	3
Unclassified	10.8%	$1,176,788	2
Financial Services	6.2%	$671,878	2
Energy	5.5%	$595,552	1
Consumer Cyclical	2.8%	$308,173	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
GE	General Electric Co	+277	2,382	$890,224
IAU	Ishares Gold Trust	+223	5,013	$378,531
NVDA	Nvidia Corp	+219	3,049	$610,074
AAPL	Apple Inc.	+136	1,086	$314,244
JPM	Jpmorgan Chase & Co	+96	940	$307,690
AMZN	Amazon Com Inc	+76	1,293	$308,173
GEV	GE Vernova Inc.	+65	585	$687,293
KO	Coca Cola Co	+64	8,729	$709,405
ABBV	AbbVie Inc.	+45	5,134	$1,291,919
CVS	CVS HEALTH Corp	+27	7,753	$802,047
ABT	Abbott Laboratories	+26	4,775	$433,283
XOM	ExxonMobil Holdings Corp	+26	4,356	$595,552
PM	Philip Morris International Inc.	+18	2,088	$377,740
JNJ	Johnson & Johnson	+18	1,326	$336,764
BAX	Baxter International Inc	+11	21,156	$451,045
EME	EMCOR Group, Inc.	+1	333	$276,350
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
BX	Blackstone Inc.	−105	3,095	$364,188
MSFT	Microsoft Corp	−78	632	$235,748
QQQ	Invesco Qqq Trust, Series 1	−50	1,084	$798,257
WMT	Walmart Inc.	−7	2,971	$336,495
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
INTC	Intel Corp	2,755	$384,680
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	46,628	$1,536,392
VIG	Vanguard Dividend Appreciation ETF	3,027	$650,986
GOOGL	Alphabet Inc.	1,061	$304,358
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 tracked positions · $10,889,702 total · as of Jun 30, 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	5,134	+45	$1,291,919	+16.7%	11.86%
GE	General Electric Co Industrials	Added	2,382	+277	$890,224	+49.0%	8.17%
CVS	CVS HEALTH Corp Healthcare	Added	7,753	+27	$802,047	+44.5%	7.37%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,084	-50	$798,257	+22.0%	7.33%
KO	Coca Cola Co Consumer Defensive	Added	8,729	+64	$709,405	+7.7%	6.51%
GEV	GE Vernova Inc. Industrials	Added	585	+65	$687,293	+51.4%	6.31%
NVDA	Nvidia Corp Technology	Added	3,049	+219	$610,074	+23.6%	5.60%
XOM	ExxonMobil Holdings Corp Energy	Added	4,356	+26	$595,552	−18.9%	5.47%
BAX	Baxter International Inc Healthcare	Added	21,156	+11	$451,045	+27.0%	4.14%
ABT	Abbott Laboratories Healthcare	Added	4,775	+26	$433,283	−11.1%	3.98%
INTC	Intel Corp Technology	NEW	2,755	NEW	$384,680	NEW	3.53%
IAU	Ishares Gold Trust	Added	5,013	+223	$378,531	−10.4%	3.48%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,088	+18	$377,740	+10.4%	3.47%
BX	Blackstone Inc. Financial Services	Reduced	3,095	-105	$364,188	−1.0%	3.34%
JNJ	Johnson & Johnson Healthcare	Added	1,326	+18	$336,764	+5.3%	3.09%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,971	-7	$336,495	−9.1%	3.09%
AAPL	Apple Inc. Technology	Added	1,086	+136	$314,244	+30.3%	2.89%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,293	+76	$308,173	+21.6%	2.83%
JPM	Jpmorgan Chase & Co Financial Services	Added	940	+96	$307,690	+23.9%	2.83%
EME	EMCOR Group, Inc. Industrials	Added	333	+1	$276,350	+12.7%	2.54%
MSFT	Microsoft Corp Technology	Reduced	632	-78	$235,748	−10.3%	2.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.