BCM ADVISORS, LLC - Portfolio overview

BCM ADVISORS, LLC has 79 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. BIV - Vanguard Intermediate Bond, 19.06%
2. GLD - SPDR Gold Share, 15.76%
3. DFAU - DIMENSIONAL US CORE EQUITY MARKT ETF, 11.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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