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Livermore
Livermore
ZHEN

BCU Wealth Advisors, LLC

SEC CIK
0002003570
Latest filing
Jul 14, 2026

The latest 13F from BCU Wealth Advisors, LLC covers Q2 2026 (filed Jul 14, 2026): 63 long positions worth $301.1M. The top 10 holdings make up 84.2% of the portfolio, and the largest is Dimensional U.S. Core Equity 2 ETF at 44.7%. Livermore has 12 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$4.19M
Added
36
Est. +$12.0M
Reduced
22
Est. −$10.5M
Sold out
2
Est. −$1.39M

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    44.7%$134.5M
  2. Dimensional ETF Trust25434V799
    13.9%$41.9M
  3. Dimensional ETF Trust25434V864
    6.4%$19.3M
  4. Dimensional ETF Trust25434V732
    4.4%$13.2M
  5. Dimensional ETF Trust25434V872
    4.0%$12.1M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core S&P 500 ETF464287200
    +$3.88MAdded
  2. iShares Tr46434V613
    +$2.09MAdded
  3. Dimensional ETF Trust25434V799
    +$1.91MAdded
  4. Dimensional ETF Trust25434V864
    +$1.45MAdded
  5. BlackRock ETF Trust09290C665
    +$1.31MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core S&P 500 ETF464287200
    +1.33 pp2.1% → 3.4%
  2. iShares Tr46434V613
    +0.45 pp2.2% → 2.6%
  3. BlackRock ETF Trust09290C665
    +0.43 pp0.0% → 0.4%
  4. BlackRock ETF Trust09290C830
    +0.39 pp0.0% → 0.4%
  5. iShares Tr464288117
    +0.37 pp0.0% → 0.4%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares MSCI USA Quality Factor ETF46432F339
    −$1.62MReduced
  2. iShares Tr464288877
    −$1.47MReduced
  3. iShares Core MSCI Emerging Markets ETF46434G103
    −$1.22MReduced
  4. iShares Tr46435G672
    −$1.18MSold out
  5. Dimensional U.S. Core Equity 2 ETF25434V708
    −$1.13MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464288877
    −0.58 pp1.1% → 0.5%
  2. iShares MSCI USA Quality Factor ETF46432F339
    −0.52 pp0.7% → 0.2%
  3. iShares Tr46435G672
    −0.44 pp0.4% → 0.0%
  4. iShares Core MSCI Emerging Markets ETF46434G103
    −0.34 pp1.1% → 0.8%
  5. iShares S&P 500 Value ETF464287408
    −0.28 pp1.4% → 1.2%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$301.1M
+$32.8M (+12.2%) vs. prior quarter
Positions
63
+3 vs. prior quarter
Top 10 concentration
84.2%
Top 10 as share of value
Turnover
4.2%
Q2 2026, one quarter
Average holding period
10.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $301.1M (Q2 2026)

Q4 2023: $92.1MQ1 2024: $117.8MQ2 2024: $135.4MQ3 2024: $167.8MQ4 2024: $175.0MQ1 2025: $192.2MQ2 2025: $222.7MQ3 2025: $247.2MQ4 2025: $261.3MQ1 2026: $268.2MQ2 2026: $301.1M
Q4 2023Q2 2026
13F filings of BCU Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 14, 202663$301.1MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q1 2026SEC
Q1 2026Apr 21, 202660$268.2MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q4 2025SEC
Q4 2025Jan 30, 202661$261.3MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q3 2025SEC
Q3 2025Oct 16, 202561$247.2MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q2 2025SEC
Q2 2025Jul 18, 202556$222.7MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q1 2025SEC
Q1 2025Apr 17, 202550$192.2MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q4 2024SEC
Q4 2024Jan 30, 202554$175.0MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q3 2024SEC
Q3 2024Nov 7, 202452$167.8MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q2 2024SEC
Q2 2024Aug 1, 202447$135.4MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q1 2024SEC
Q1 2024May 3, 202445$117.8MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q4 2023SEC
Q4 2023May 2, 2024Amended39$92.1MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trust–SEC