§ 13F · FUND PROFILE
BCM ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $497M (13F)Positions · 74Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$834K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate Bond | 1.26M | $97M | 19.1% | −4% |
| 2 | GLD | SPDR Gold Share | 193K | $80M | 15.8% | −7% |
| 3 | DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | 1.20M | $59M | 11.7% | −6% |
| 4 | VTI | Vanguard Total Stock Mkt | 115K | $41M | 8.0% | −10% |
| 5 | DGRW | WisdomTree US Quality Dividend Gr ETF | 390K | $36M | 7.2% | −1% |
| 6 | CATH | S&P500 Catholic Values | 237K | $20M | 4.0% | ±0% |
| 7 | AVGO | Broadcom Ltd | 26K | $11M | 2.1% | ±0% |
| 8 | JNJ | Johnson & Johnson | 39K | $9M | 1.7% | ±0% |
| 9 | XOM | Exxon Mobil Corporation | 53K | $8M | 1.6% | ±0% |
| 10 | KO | Coca Cola Company | 100K | $8M | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BCM SIGNAL
AC read
BCM ADVISORS, LLC is a Other fund managing $497 million in assets. The fund runs a portfolio of 74 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed