BCU Wealth Advisors, LLC
โขCIK: 2003570โขFiling: Q4 2025
**BCU Wealth Advisors, LLC** manages $261M across a portfolio of 61 positions, exhibiting a concentrated focus on the financial services sector. The fund's largest allocation is to DFAC, representing $115.0M, followed by significant positions in DFIC ($37.3M) and DFSD ($17.3M). This structure suggests a deep, sector-specific conviction in regional banking and financial infrastructure plays. The top ten holdings alone account for substantial exposure to key financial market segments.
Total AUM
$261.3M
QoQ Performance
+5.7%
Positions
34
Top 10 Concentration
82.4%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DFIC
DFSD
DFAC44.0%
DFIC14.3%
DFSD6.6%
DFEM4.5%
DFCF4.1%
IUSB2.2%
DFIP1.8%
IVV1.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other95.6%
ETF1.7%
Healthcare1.0%
Technology0.7%
Industrial0.2%
Consumer Staples0.2%
Consumer0.2%
Energy0.2%
Changes from Q3 2025
NEW2 new positions
โ40 increased
โ8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023