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BCU Wealth Advisors, LLC

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13F filer, CIK 2003570, Vernon Hills, IL

BCU Wealth Advisors, LLC reported $222,692,528 across 56 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-18. Its ten largest share positions make up 82.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001667731-25-000866

Period
2025-06-30
Reported value
$223M
Holdings
56
Top 10 weight
82.12%
New
11
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+154,993$5.55M
DFSDadded+36,302$1.74M
TLHnew+15,866$1.61M
IEMGadded+23,957$1.44M
DFICadded+41,820$1.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVVreduced-5,315-$3.3M
EMXCexited-20,950-$1.15M
TLTexited-8,959-$815K
AAPLexited-3,309-$735K
EFGreduced-4,208-$471K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001667731-25-000866, largest first. % of portfolio is the value over $222,692,528, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,142,200 shares; 2024Q4: 2,167,517 shares; 2025Q1: 2,547,252 shares; 2025Q2: 2,702,245 shares 2,702,245$96.8M43.49%+154,993Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,844 shares; 2024Q4: 902,227 shares; 2025Q1: 937,941 shares; 2025Q2: 979,761 shares 979,761$30.5M13.68%+41,820Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,683 shares; 2024Q4: 259,994 shares; 2025Q1: 271,479 shares; 2025Q2: 307,781 shares 307,781$14.8M6.64%+36,302Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,875 shares; 2024Q4: 284,258 shares; 2025Q1: 314,051 shares; 2025Q2: 330,831 shares 330,831$9.82M4.41%+16,780Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,280 shares; 2024Q4: 185,075 shares; 2025Q1: 191,707 shares; 2025Q2: 218,813 shares 218,813$9.25M4.15%+27,106Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,128 shares; 2024Q4: 133,516 shares; 2025Q1: 156,759 shares; 2025Q2: 152,616 shares 152,616$7.06M3.17%-4,143Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,398 shares; 2024Q4: 89,401 shares; 2025Q1: 83,097 shares; 2025Q2: 96,949 shares 96,949$4.05M1.82%+13,852Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,543 shares; 2024Q4: 9,590 shares; 2025Q1: 11,312 shares; 2025Q2: 5,997 shares 5,997$3.72M1.67%-5,315Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,905 shares; 2024Q4: 24,772 shares; 2025Q1: 29,466 shares; 2025Q2: 32,440 shares 32,440$3.57M1.6%+2,974Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,484 shares; 2024Q4: 12,888 shares; 2025Q1: 15,258 shares; 2025Q2: 18,175 shares 18,175$3.32M1.49%+2,917Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,122 shares; 2024Q4: 109,249 shares; 2025Q1: 121,697 shares; 2025Q2: 137,900 shares 137,900$3.24M1.45%+16,203Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,648 shares; 2024Q4: 43,214 shares; 2025Q1: 50,998 shares; 2025Q2: 56,406 shares 56,406$3.07M1.38%+5,408Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,958 shares; 2024Q4: 36,833 shares; 2025Q1: 40,140 shares; 2025Q2: 47,651 shares 47,651$3.02M1.36%+7,511Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,323 shares; 2024Q4: 6,727 shares; 2025Q1: 8,039 shares; 2025Q2: 11,879 shares 11,879$2.32M1.04%+3,840Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,037 shares; 2024Q4: 19,606 shares; 2025Q1: 22,823 shares; 2025Q2: 18,615 shares 18,615$2.08M0.94%-4,208Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,942 shares; 2024Q4: 8,509 shares; 2025Q1: 10,002 shares; 2025Q2: 33,959 shares 33,959$2.04M0.92%+23,957Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,966 shares; 2024Q4: 18,681 shares; 2025Q1: 21,507 shares; 2025Q2: 21,503 shares 21,503$2.02M0.91%-4Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,866 shares 15,866$1.61M0.72%newTimeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,116 shares; 2024Q4: 21,255 shares; 2025Q1: 23,968 shares; 2025Q2: 25,007 shares 25,007$1.32M0.59%+1,039Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,318 shares 33,318$1.19M0.53%newTimeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,848 shares 3,848$1.17M0.53%newTimeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,227 shares; 2025Q1: 6,228 shares; 2025Q2: 6,648 shares 6,648$1.15M0.52%+420Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,333 shares 19,333$988K0.44%newTimeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 4,941 shares; 2025Q1: 4,972 shares; 2025Q2: 5,005 shares 5,005$929K0.42%+33Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,996 shares; 2025Q1: 2,230 shares; 2025Q2: 2,830 shares 2,830$680K0.31%+600Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,523 shares; 2024Q4: 10,583 shares; 2025Q1: 10,145 shares; 2025Q2: 9,694 shares 9,694$669K0.3%-451Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,513 shares; 2024Q4: 9,513 shares; 2025Q1: 9,046 shares; 2025Q2: 9,046 shares 9,046$640K0.29%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,507 shares; 2025Q1: 4,521 shares; 2025Q2: 4,698 shares 4,698$639K0.29%+177Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,885 shares; 2024Q4: 20,037 shares; 2025Q1: 21,720 shares; 2025Q2: 20,880 shares 20,880$632K0.28%-840Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,388 shares; 2025Q1: 2,393 shares; 2025Q2: 2,793 shares 2,793$628K0.28%+400Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,130 shares 1,130$623K0.28%+1Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 2,985 shares; 2025Q1: 2,995 shares; 2025Q2: 2,995 shares 2,995$613K0.28%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: not reported; 2025Q2: 1,195 shares 1,195$594K0.27%newTimeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,900 shares 3,900$583K0.26%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,091 shares; 2025Q1: 2,094 shares; 2025Q2: 2,097 shares 2,097$540K0.24%+3Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,222 shares; 2025Q1: 1,225 shares; 2025Q2: 1,625 shares 1,625$494K0.22%+400Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,330 shares; 2025Q2: 4,330 shares 4,330$467K0.21%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,830 shares; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares 2,830$447K0.2%0Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,201 shares; 2025Q1: 3,211 shares; 2025Q2: 3,217 shares 3,217$435K0.2%+6Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,951 shares; 2024Q4: 4,975 shares; 2025Q1: 4,995 shares; 2025Q2: 6,036 shares 6,036$386K0.17%+1,041Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 5,340 shares; 2025Q1: 5,353 shares; 2025Q2: 5,363 shares 5,363$382K0.17%+10Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 2,041 shares; 2025Q1: 2,048 shares; 2025Q2: 2,054 shares 2,054$374K0.17%+6Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,437 shares; 2025Q1: 1,438 shares; 2025Q2: 1,440 shares 1,440$355K0.16%+2Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 3,083 shares; 2025Q1: 3,571 shares; 2025Q2: 3,662 shares 3,662$339K0.15%+91Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,865 shares; 2025Q1: 5,879 shares; 2025Q2: 5,892 shares 5,892$326K0.15%+13Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: 2,484 shares; 2025Q2: 2,969 shares 2,969$290K0.13%+485Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 520 shares 520$275K0.12%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,231 shares; 2025Q1: not reported; 2025Q2: 1,235 shares 1,235$270K0.12%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,217 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares 1,217$267K0.12%0Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,584 shares 2,584$266K0.12%newTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,850 shares; 2025Q1: 3,761 shares; 2025Q2: 4,094 shares 4,094$255K0.11%+333Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,754 shares 8,754$253K0.11%newTimeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 3,233 shares; 2025Q1: 3,352 shares; 2025Q2: 2,788 shares 2,788$251K0.11%-564Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 829 shares; 2025Q2: 833 shares 833$241K0.11%+4Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 893 shares; 2025Q1: not reported; 2025Q2: 896 shares 896$227K0.1%newTimeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,111 shares; 2025Q1: 9,805 shares; 2025Q2: 9,410 shares 9,410$216K0.1%-395Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
EMXCISHARES INC20,950$1.15Mshares
TLTISHARES TR8,959$815Kshares
AAPLAPPLE INC3,309$735Kshares
IFRAISHARES TR5,651$255Kshares
JNJJOHNSON & JOHNSON1,255$208Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001667731-25-000866 base2025-07-18acceptance time not in the bulk data set