BCM ADVISORS, LLC: 13F holdings
CIK 13730172026Q2
| Positions | 80 |
|---|---|
| Reported value | $513.6m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BIV Vanguard Intermediate Bond | 1,267,115 | $95.7m | 18.6% |
| GLD SPDR Gold Share | 189,286 | $70.4m | 13.7% |
| PAVE DIMENSIONAL US CORE EQUITY MARKT ETF | 1,157,030 | $59.3m | 11.5% |
| VTI Vanguard Total Stock Mkt | 115,200 | $42.0m | 8.2% |
| DGRW WisdomTree US Quality Dividend Gr ETF | 378,553 | $36.1m | 7.0% |
| S&P500 Catholic Values | 229,489 | $20.1m | 3.9% |
| JNJ Johnson & Johnson | 39,425 | $10.4m | 2.0% |
| AVGO Broadcom Ltd | 26,018 | $9.9m | 1.9% |
| Exxon Mobil Corporation | 53,050 | $8.3m | 1.6% |
| KO Coca Cola Company | 99,785 | $8.2m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1373017")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.