Institutional Fund
Bcm Advisors, LLC
Lafayette, LACIK 13730175 filings on record
Portfolio Value
$506.90M
Q1 2026
Holdings
78
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-2.9%
from $521.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds19.1%
- Spdr Gold Tr15.8%
- Dimensional ETF Trust11.7%
- Vanguard Index Fds8.0%
- Wisdomtree Tr7.2%
- Global X Fds4.0%
- Other34.1%
Portfolio Holdings
78 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 1.26M | $96.84M | 19.1% | −53.4K | Reduced |
| 2 | Spdr Gold Tr | 193.1K | $80.09M | 15.8% | −13.9K | Reduced |
| 3 | Dimensional ETF Trust | 1.20M | $59.26M | 11.7% | −70.1K | Reduced |
| 4 | Vanguard Index Fds | 115.1K | $40.73M | 8.0% | −13.2K | Reduced |
| 5 | Wisdomtree Tr | 390.2K | $36.45M | 7.2% | −5.6K | Reduced |
| 6 | Global X Fds | 236.8K | $20.43M | 4.0% | +231 | Added |
| 7 | Broadcom Inc | 26.0K | $10.84M | 2.1% | 0 | Held |
| 8 | Johnson & Johnson | 39.3K | $8.82M | 1.7% | 0 | Held |
| 9 | Exxon Mobil Corp | 53.1K | $8.16M | 1.6% | +61 | Added |
| 10 | Coca Cola Co | 99.8K | $7.80M | 1.5% | +198 | Added |
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