13F Filings History of BCU Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$261,331,366
Signature - Title
Scott L. Comeau - Chief Compliance Officer
Location
Vernon Hills, IL
Summary
This page shows a list of all the recent 13F filings made by BCU Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BCU Wealth Advisors, LLC reported 61 stock holdings with total value $261,331,366 as of Q4 2025. Top holdings included DFAC, DFIC, DFSD, DFEM, and DFCF.

Notify me when BCU Wealth Advisors, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value

List of Other Managers Reporting for BCU Wealth Advisors, LLC:

Name Holdings Value Location File Number
NATIXIS ADVISORS, LLC $70,397,667,000 Boston, MA 028-05788
Madison Asset Management, LLC $8,689,864,006 Madison, WI 028-10986
Clark Capital Management Group, Inc. $16,275,651,683 Philadelphia, PA 028-11680
LPL Financial LLC $365,764,377,676 San Diego, CA 028-12526
MANAGED ASSET PORTFOLIOS, LLC $828,091,488 Rochester, MI 028-16090
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 61 $261,331,366 +$11,948,567 -$3,113,955 +$8,834,612 DFAC, DFIC, DFSD, DFEM, DFCF 13F-HR 30 Jan 2026, 09:04
Q3 2025 61 $247,213,675 +$16,567,700 -$5,307,743 +$11,259,957 DFAC, DFIC, DFSD, DFEM, DFCF 13F-HR 15 Oct 2025, 17:47
Q2 2025 56 $222,692,528 +$23,108,741 -$7,247,386 +$15,861,355 DFAC, DFIC, DFSD, DFEM, DFCF 13F-HR 17 Jul 2025, 17:32
Q1 2025 50 $192,236,375 +$21,497,769 -$3,385,440 +$18,112,329 DFAC, DFIC, DFSD, DFEM, DFCF 13F-HR 17 Apr 2025, 16:15
Q4 2024 54 $175,047,132 +$18,501,318 -$8,008,063 +$10,493,255 DFAC, DFIC, DFSD, DFCF, DFEM 13F-HR 30 Jan 2025, 11:39
Q3 2024 52 $167,764,517 +$25,082,628 -$753,772 +$24,328,856 DFAC, DFIC, DFSD, DFCF, IUSB 13F-HR 07 Nov 2024, 10:24
Q2 2024 47 $135,441,680 +$18,459,877 -$1,186,687 +$17,273,190 DFAC, DFIC, DFSD, DFCF, IVV 13F-HR 01 Aug 2024, 16:02
Q1 2024 45 $117,767,389 +$25,093,158 -$5,071,924 +$20,021,234 DFAC, DFIC, DFSD, DFCF, IVV 13F-HR 03 May 2024, 15:28
Q4 2023 39 $92,113,945 $0 $0 $0 DFAC, DFIC, DFSD, IVV, DFCF Restatement 02 May 2024, 11:34