Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BCM ADVISORS, LLC (CIK 1373017) reported $506.9M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIV ($96.8M, 19.10%), GLD ($80.1M, 15.80%), DFAU ($59.3M, 11.69%), VTI ($40.7M, 8.04%), DGRW ($36.5M, 7.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate Bond | $96.8M | 19.10% | 1.3M | Trimmed |
| 2 | GLD | SPDR Gold Share | $80.1M | 15.80% | 193,125 | Trimmed |
| 3 | DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | $59.3M | 11.69% | 1.2M | Trimmed |
| 4 | VTI | Vanguard Total Stock Mkt | $40.7M | 8.04% | 115,069 | Trimmed |
| 5 | DGRW | WisdomTree US Quality Dividend Gr ETF | $36.5M | 7.19% | 390,211 | Trimmed |
| 6 | CATH | S&P500 Catholic Values | $20.4M | 4.03% | 236,788 | Added |
| 7 | AVGO | Broadcom Ltd | $10.8M | 2.14% | 26,018 | Hold |
| 8 | JNJ | Johnson & Johnson | $8.8M | 1.74% | 39,335 | Hold |
| 9 | XOM | Exxon Mobil Corporation | $8.2M | 1.61% | 53,083 | Added |
| 10 | KO | Coca Cola Company | $7.8M | 1.54% | 99,785 | Added |
| 11 | ATO | Atmos Energy Corp | $7.8M | 1.53% | 41,319 | Hold |
| 12 | DUK | Duke Energy Corporation | $7.1M | 1.41% | 56,095 | Added |
| 13 | NVDA | Nvidia Corp | $6.8M | 1.35% | 34,444 | Added |
| 14 | SGOL | ETFS Gold Trust | $6.5M | 1.29% | 152,095 | Trimmed |
| 15 | CAT | Caterpillar Inc | $6.2M | 1.22% | 7,048 | Added |
| 16 | ED | Consolidated Edison Inc | $5.3M | 1.04% | 48,218 | Hold |
| 17 | BRO | Brown & Brown Inc | $5.1M | 1.00% | 88,234 | Hold |
| 18 | EPD | Enterprise Products Partners L.P. | $4.8M | 0.94% | 122,984 | Hold |
| 19 | AMD | Advanced Micro Devices | $4.2M | 0.82% | 12,230 | Hold |
| 20 | SPY | S P D R TRUST Unit SR | $4.1M | 0.81% | 5,728 | Trimmed |
| 21 | DFAS | Dimensional US Small Cap ETF | $4.0M | 0.78% | 51,591 | Added |
| 22 | VO | Vanguard Mid Cap Etf | $4.0M | 0.78% | 51,533 | Added |
| 23 | CL | Colgate-Palmolive Co | $3.7M | 0.72% | 42,787 | Added |
| 24 | PH | Parker-Hannifin Corp | $3.4M | 0.68% | 3,971 | Hold |
| 25 | ISTB | Ishares Core 1 5 Year | $3.4M | 0.67% | 70,639 | Added |
Source: SEC Form 13F filings · as of 2026-03-31