Bcm Advisors, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $494 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $103M, Spdr Gold Trust with a value of $77.8M, Dimensional ETF Tr with a value of $58.2M, Vanguard Total Stock Market Et with a value of $42.3M, and Wisdomtree Tr Us Quality Divid with a value of $35.2M.

Examining the 13F form we can see an increase of $5.86M in the current position value, from $488M to 494M.

Below you can find more details about Bcm Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $494 Million
ETFs: $373 Million
Technology: $22 Million
Utilities: $21.6 Million
Consumer Defensive: $21.5 Million
Energy: $16.9 Million
Industrials: $14.1 Million
Financial Services: $10.6 Million
Healthcare: $8 Million
Other: $5.75 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $494 Million
  • Prior Value $488 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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