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Scott L. Comeau

Bcu Wealth Advisors, Llc

Assets Managed
$301.076M
Holdings
63
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.25%(2Q avg: 7.45%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Bcu Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 63 positions.

Assets under management

The assets under management (AUM) of Bcu Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 301.076M in assets, with a quarterly growth rate of 12.25% and a 2-quarter average growth rate of 7.45%. The portfolio is managed by Scott L. Comeau, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.83%
44.69%
$134.546M
3.033M shares@ $44.36 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 4.78%
13.92%
$41.89M
1.124M shares@ $37.26 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 8.15%
6.42%
$19.313M
404,463 shares@ $47.75 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -6.57%
4.38%
$13.172M
324,106 shares@ $40.64 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 7.79%
4.01%
$12.058M
285,657 shares@ $42.21 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 60.63%
3.42%
$10.28M
13,727 shares@ $748.92 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 35.44%
2.65%
$7.977M
172,845 shares@ $46.16 avg price
DFIP
Dimensional Inflation-protec
Recent Activity
Increased 10.04%
1.75%
$5.266M
127,636 shares@ $41.26 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 4.33%
1.55%
$4.641M
177,401 shares@ $26.16 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 2.43%
1.41%
$4.227M
30,732 shares@ $137.53 avg price

1-10 of 63