BCU Wealth Advisors, LLC reported 63 holdings worth US$301M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
BCU Wealth Advisors, LLC reported 63 holdings worth US$301M as of Jun 30, 2026. Largest: Abbvie Inc., Ge Aerospace and Cvs Health Corporation. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 63
- Value as reported
- US$301M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Abbvie Inc. | 5,134 | US$1.29M | 0.43% |
| Ge Aerospace | 2,382 | US$890K | 0.30% |
| Cvs Health Corporation | 7,753 | US$802K | 0.27% |
| Coca-cola Company (the) | 8,729 | US$709K | 0.24% |
| Ge Vernova Inc. | 585 | US$687K | 0.23% |
| Nvidia Corporation | 3,049 | US$610K | 0.20% |
| Exxon Mobil Corporation | 4,356 | US$596K | 0.20% |
| Baxter International Inc. | 21,156 | US$451K | 0.15% |
| Abbott Laboratories | 4,775 | US$433K | 0.14% |
| Alphabet Inc (google) Class C | 1,082 | US$386K | 0.13% |
| Intel Corporation | 2,755 | US$385K | 0.13% |
| Philip Morris International Inc | 2,088 | US$378K | 0.13% |
| Blackstone Inc. | 3,095 | US$364K | 0.12% |
| Johnson & Johnson | 1,326 | US$337K | 0.11% |
| Walmart Inc. | 2,971 | US$337K | 0.11% |
| Apple Inc | 1,086 | US$314K | 0.10% |
| Amazon.com, Inc. | 1,293 | US$308K | 0.10% |
| Jp Morgan Chase & Co. | 940 | US$308K | 0.10% |
| Emcor Group, Inc. | 333 | US$276K | 0.09% |
| Microsoft Corp. | 632 | US$236K | 0.08% |