§ 13F · FUND PROFILE
BCM ADVISORS, LLC.
AUM · $514M (13F)Positions · 80Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate Bond | 1.27M | $96M | 18.6% | ±0% |
| 2 | GLD | SPDR Gold Share | 189K | $70M | 13.7% | −2% |
| 3 | DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | 1.16M | $59M | 11.5% | −3% |
| 4 | VTI | Vanguard Total Stock Mkt | 115K | $42M | 8.2% | ±0% |
| 5 | DGRW | WisdomTree US Quality Dividend Gr ETF | 379K | $36M | 7.0% | −3% |
| 6 | CATH | S&P500 Catholic Values | 229K | $20M | 3.9% | −3% |
| 7 | JNJ | Johnson & Johnson | 39K | $10M | 2.0% | ±0% |
| 8 | AVGO | Broadcom Ltd | 26K | $10M | 1.9% | ±0% |
| 9 | XOM | Exxon Mobil Corporation | 53K | $8M | 1.6% | NEW |
| 10 | KO | Coca Cola Company | 100K | $8M | 1.6% | ±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 $514 million in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →