BCM ADVISORS, LLC

Q1 2025 13F Holdings

  • Location
    lafayette, LA
  • Num holdings

    69

  • Value ($000)

    $440,942

  • Date Filed
    05/06/2025
  • Form type
    13F-HR
  • CIK
    0001373017
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GQ9
GQ9

SPDR Gold Share

EQUITIES
78463V107
$68.20M
16 %

228,883

BIV
BIV

Vanguard Intermediate Bond

EQUITIES
921937819
$65.58M
15 %

861,593

DFAU
DFAU

DIMENSIONAL US CORE EQUITY MARKT ETF

EQUITIES
25434V104
$49.82M
11 %

1,283,690

TLT
TLT

Ishares Tr Barclays Bond

EQUITIES
464287432
$34.71M
8 %

395,616

VTI
VTI

Vanguard Total Stock Mkt

EQUITIES
922908769
$33.88M
8 %

121,523

DGRW
DGRW

WisdomTree US Quality Dividend Gr ETF

EQUITIES
97717X669
$30.97M
7 %

392,645

CATH
CATH

S&P500 Catholic Values

EQUITIES
37954Y889
$16.16M
4 %

234,958

BRO
BRO

Brown & Brown Inc

EQUITIES
115236101
$9.76M
2 %

88,250

DUK
DUK

Duke Energy Corporation

EQUITIES
26441C204
$7.34M
2 %

60,366

KO
KO

Coca Cola Company

EQUITIES
191216100
$7.17M
2 %

100,053

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 69