LENOX BROWN

Bcm Advisors, Llc

Assets Managed

$506.899M

Holdings

Last Quarter

2026 - Q1

Filed Date

25d ago

Growth Rate

-2.87%(2Q avg: 1.08%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bcm Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Bcm Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 506.899M in assets, with a quarterly growth rate of -2.87% and a 2-quarter average growth rate of 1.08%. The portfolio is managed by LENOX BROWN, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BIV Vanguard Intermediate-term B Recent Activity Decreased -4.05%	19.11%	$96.84M 1.264M shares@ $76.59 avg price	Decreased -4.05%
GLD Spdr Gold Shares Recent Activity Decreased -6.71%	15.81%	$80.091M 193,125 shares@ $414.72 avg price	Decreased -6.71%
DFAU Dimensional Us Core Equity M Recent Activity Decreased -5.53%	11.7%	$59.261M 1.196M shares@ $49.53 avg price	Decreased -5.53%
VTI Vanguard Total Stock Mkt Etf Recent Activity Decreased -10.29%	8.04%	$40.732M 115,069 shares@ $353.99 avg price	Decreased -10.29%
DGRW Wisdomtree U.s. Quality Divi Recent Activity Decreased -1.4%	7.2%	$36.454M 390,211 shares@ $93.43 avg price	Decreased -1.4%
CATH Global X S&p 500 Ca Val Etf Recent Activity Increased 0.1%	4.04%	$20.435M 236,788 shares@ $86.3 avg price	Increased 0.1%
AVGO Broadcom Inc Recent Activity	2.14%	$10.836M 26,018 shares@ $416.5 avg price
JNJ Johnson & Johnson Recent Activity	1.74%	$8.819M 39,335 shares@ $224.2 avg price
XOM Exxon Mobil Corp Recent Activity Increased 0.12%	1.61%	$8.158M 53,083 shares@ $153.69 avg price	Increased 0.12%
KO Coca-cola Co The Recent Activity Increased 0.2%	1.54%	$7.802M 99,785 shares@ $78.19 avg price	Increased 0.2%

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