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Bcu Wealth Advisors, LLC
BCU Wealth Advisors, LLC is a registered investment advisory firm headquartered in Vernon Hills, Illinois. Founded in 2012, it is a wholly owned subsidiary of Baxter Credit Union but operates independently. The firm offers financial planning, investment consultation, and wealth management services primarily to individuals, including both high-net-worth and retail clients. As of 2025, BCU Wealth Advisors employs approximately 17 professionals and focuses on delivering fiduciary financial guidance and tailored investment solutions.
Investment Strategy
BCU Wealth Advisors offers a broad range of investment advisory solutions, including goal-oriented financial planning, retirement planning, equity compensation planning, charitable giving, risk management, and estate planning. They implement customized portfolio design and ongoing portfolio monitoring, with investment management focused primarily on helping individuals achieve their financial objectives through diversified strategies. The firm offers both standalone planning services and wrap fee investment programs, acting as a fiduciary and prioritizing clients' best interests.
Latest 13F Filing Activity
Bcu Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 61 equity positions with a total 13F market value of $247M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Ishares TR among other positions. Bcu Wealth Advisors, LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 43.99% | $108.7M | 2,819,398 | $31.68 | $38.57 | +$11.9M |
D DFIC | DIMENSIONAL ETF TRUST | 13.85% | $34.2M | 1,044,192 | $26.73 | $32.79 | +$3.8M |
D DFSD | DIMENSIONAL ETF TRUST | 6.54% | $16.2M | 335,261 | $47.27 | $48.19 | +$1.4M |
D DFEM | DIMENSIONAL ETF TRUST | 4.41% | $10.9M | 339,997 | $26.27 | $32.07 | +$1.1M |
D DFCF | DIMENSIONAL ETF TRUST | 4.07% | $10.1M | 235,423 | $42.27 | $42.76 | +$819.6K |
Industry Allocation
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