BCM ADVISORS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
BCM ADVISORS, LLC 13F Holdings
CIK 0001373017 · LAFAYETTE, LA
As of Sep 30, 2025, BCM ADVISORS, LLC reported
74 positions worth $497.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 1,316,515 |
|
03.8M20.88% |
| SPDR GOLD TRUST | GQ9 | — | 216,432 | $78.9M | 15.87% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 1,279,039 | $60.1M | 12.10% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 125,074 | $42.3M | 8.51% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 395,233 | $35.7M | 7.19% |
| GLOBAL X S&P 500 CATHOLIC VALUES ETF | CATH | — | 236,087 |
9.7M | 3.97% |
| BROADCOM INC | AVGO | Technology | 26,024 | $9.7M | 1.95% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 39,533 | $7.4M | 1.49% |
| BROWN & BROWN INC | BRO | Financial Services | 88,258 | $7.3M | 1.46% |
| ATMOS ENERGY CORP | ATO | Utilities | 41,319 | $7.2M | 1.45% |
| DUKE ENERGY CORP | DUK | Utilities | 56,366 | $7.1M | 1.43% |
| COCA COLA CO | KO | Consumer Defensive | 100,053 | $7.0M | 1.41% |
| NVIDIA CORP | NVDA | Technology | 33,947 | $6.8M | 1.37% |
| ABRDN GOLD ETF TRUST | SGOL | — | 175,951 | $6.6M | 1.34% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 65,820 | $6.4M | 1.29% |
| EXXON MOBIL CORP | XOM | Energy | 52,801 | $6.1M | 1.22% |
| CONSOLIDATED EDISON INC | ED | Utilities | 48,247 | $4.8M | 0.96% |
| SPDR S&P 500 ETF TRUST | SPY | — | 6,068 | $4.2M | 0.84% |
| ENTERPRISE PRODUCTS PARTNERS LP | EPD | Energy | 122,984 | $3.8M | 0.77% |
| CATERPILLAR INC | CAT | Industrials | 7,033 | $3.7M | 0.74% |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 42,988 | $3.3M | 0.67% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 35,184 | $3.3M | 0.67% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 35,853 | $3.3M | 0.66% |
| PEPSICO INC | PEP | Consumer Defensive | 21,704 | $3.3M | 0.66% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 11,066 | $3.2M | 0.65% |