# EDGAR Filing Document

**Accession Number:** 0002003570
**File Stem:** 0002085853-26-000432
**Filing Date:** 2026-4
**Character Count:** 10285
**Document Hash:** 387b7ac6f32aad23bd75e0768729cea3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000432.hdr.sgml**: 20260421

**ACCESSION NUMBER**: 0002085853-26-000432

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260421

**DATE AS OF CHANGE**: 20260420

**EFFECTIVENESS DATE**: 20260421

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BCU Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0002003570

**ORGANIZATION NAME:**
- **EIN:** 460916007
- **STATE OF INCORPORATION:** IL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23673
- **FILM NUMBER:** 26876525

**BUSINESS ADDRESS:**
- **STREET 1:** 300 N MILWAUKEE AVE
- **CITY:** VERNON HILLS
- **STATE:** IL
- **ZIP:** 60061
- **BUSINESS PHONE:** 847-932-8007

**MAIL ADDRESS:**
- **STREET 1:** 300 N MILWAUKEE AVE
- **CITY:** VERNON HILLS
- **STATE:** IL
- **ZIP:** 60061

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BCU Wealth Advisors LLC<br>**Address:** 300 N Milwaukee Ave<br>Vernon Hills, IL 60061

**Form 13F File Number:** 028-23673

**CRD Number (if applicable):** 000164173

**SEC File Number (if applicable):** 801-81122

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Scott L. Comeau<br>**Title:** Chief Compliance Officer<br>**Phone:** 847-932-8007

**Signature, Place, and Date of Signing:**

/s/ Scott L. Comeau  Vernon Hills, IL  04-20-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 60

**Form 13F Information Table Value Total:** $268239693

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                                | Form 13F File Number   | CRD Number   | SEC File Number   |
|---:|:---|:---|:---|:---|
|     1 | LPL Financial LLC                   | 028-12526              |  |  |
|     2 | Madison Asset Management LLC        | 028-10986              |  |  |
|     3 | NATIXIS ADVISORS LLC                | 028-05788              |  |  |
|     4 | MANAGED ASSET PORTFOLIOS LLC        | 028-16090              |  |  |
|     5 | Clark Capital Management Group Inc. | 028-11680              |  |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 |  | 487580 | 4749 | SH |  | DFND | 1 | 0 | 0 | 4749 |
| ABBVIE INC | COM | 00287Y109 |  | 1106893 | 5089 | SH |  | DFND | 1 | 0 | 0 | 5089 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 304283 | 1061 | SH |  | DFND | 1 | 0 | 0 | 1061 |
| AMAZON COM INC | COM | 023135106 |  | 253465 | 1217 | SH |  | DFND | 1 | 0 | 0 | 1217 |
| APPLE INC | COM | 037833100 |  | 241139 | 950 | SH |  | DFND | 1 | 0 | 0 | 950 |
| BAXTER INTL INC | COM | 071813109 |  | 355229 | 21145 | SH |  | DFND | 1 | 0 | 0 | 21145 |
| BLACKROCK ETF TRUST | ISHARES LARGE CA | 09290C855 |  | 1103488 | 26875 | SH |  | DFND | 1 | 0 | 0 | 26875 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 1407735 | 38866 | SH |  | DFND | 1 | 0 | 0 | 38866 |
| BLACKROCK ETF TRUST | ISHARES DEFENSE | 09290C699 |  | 1030156 | 31484 | SH |  | DFND | 1 | 0 | 0 | 31484 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 1536400 | 46628 | SH |  | DFND | 1 | 0 | 0 | 46628 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 3410071 | 58612 | SH |  | DFND | 1 | 0 | 0 | 58612 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 1131917 | 21797 | SH |  | DFND | 1 | 0 | 0 | 21797 |
| BLACKSTONE INC | COM | 09260D107 |  | 367968 | 3200 | SH |  | DFND | 1 | 0 | 0 | 3200 |
| COCA COLA CO | COM | 191216100 |  | 658944 | 8665 | SH |  | DFND | 1 | 0 | 0 | 8665 |
| CVS HEALTH CORP | COM | 126650100 |  | 554888 | 7726 | SH |  | DFND | 1 | 0 | 0 | 7726 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 11985724 | 346910 | SH |  | DFND | 1 | 0 | 0 | 346910 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 17906721 | 373992 | SH |  | DFND | 1 | 0 | 0 | 373992 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 11189229 | 265022 | SH |  | DFND | 1 | 0 | 0 | 265022 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 118856133 | 3058573 | SH |  | DFND | 1 | 0 | 0 | 3058573 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 38125878 | 1073062 | SH |  | DFND | 1 | 0 | 0 | 1073062 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 |  | 4839511 | 116000 | SH |  | DFND | 1 | 0 | 0 | 116000 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 4021408 | 170039 | SH |  | DFND | 1 | 0 | 0 | 170039 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 245438 | 332 | SH |  | DFND | 1 | 0 | 0 | 332 |
| ETF SER SOLUTIONS | DISTILLATE US | 26922A321 |  | 343099 | 5928 | SH |  | DFND | 1 | 0 | 0 | 5928 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 734628 | 4330 | SH |  | DFND | 1 | 0 | 0 | 4330 |
| GE AEROSPACE | COM NEW | 369604301 |  | 597431 | 2105 | SH |  | DFND | 1 | 0 | 0 | 2105 |
| GE VERNOVA INC | COM | 36828A101 |  | 454310 | 520 | SH |  | DFND | 1 | 0 | 0 | 520 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 406416 | 5405 | SH |  | DFND | 1 | 0 | 0 | 5405 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 654737 | 1134 | SH |  | DFND | 1 | 0 | 0 | 1134 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 422286 | 4790 | SH |  | DFND | 1 | 0 | 0 | 4790 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 3060234 | 43874 | SH |  | DFND | 1 | 0 | 0 | 43874 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 3393853 | 30005 | SH |  | DFND | 1 | 0 | 0 | 30005 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 2924987 | 39341 | SH |  | DFND | 1 | 0 | 0 | 39341 |
| ISHARES TR | CORE S ETF | 464287200 |  | 5582024 | 8546 | SH |  | DFND | 1 | 0 | 0 | 8546 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 1829513 | 79857 | SH |  | DFND | 1 | 0 | 0 | 79857 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 1889209 | 16963 | SH |  | DFND | 1 | 0 | 0 | 16963 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 510982 | 7281 | SH |  | DFND | 1 | 0 | 0 | 7281 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 3875133 | 18353 | SH |  | DFND | 1 | 0 | 0 | 18353 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 5894692 | 127618 | SH |  | DFND | 1 | 0 | 0 | 127618 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 1829832 | 9540 | SH |  | DFND | 1 | 0 | 0 | 9540 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 1521693 | 6341 | SH |  | DFND | 1 | 0 | 0 | 6341 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 348747 | 1401 | SH |  | DFND | 1 | 0 | 0 | 1401 |
| ISHARES TR | MBS ETF | 464288588 |  | 1950267 | 20540 | SH |  | DFND | 1 | 0 | 0 | 20540 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 1977577 | 19634 | SH |  | DFND | 1 | 0 | 0 | 19634 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 462770 | 3272 | SH |  | DFND | 1 | 0 | 0 | 3272 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 304732 | 2871 | SH |  | DFND | 1 | 0 | 0 | 2871 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 267753 | 2630 | SH |  | DFND | 1 | 0 | 0 | 2630 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 212667 | 2328 | SH |  | DFND | 1 | 0 | 0 | 2328 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 1181641 | 23614 | SH |  | DFND | 1 | 0 | 0 | 23614 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 319635 | 1308 | SH |  | DFND | 1 | 0 | 0 | 1308 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 248137 | 844 | SH |  | DFND | 1 | 0 | 0 | 844 |
| MICROSOFT CORP | COM | 594918104 |  | 262754 | 710 | SH |  | DFND | 1 | 0 | 0 | 710 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 493552 | 2830 | SH |  | DFND | 1 | 0 | 0 | 2830 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 342178 | 2070 | SH |  | DFND | 1 | 0 | 0 | 2070 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 239046 | 1799 | SH |  | DFND | 1 | 0 | 0 | 1799 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 372978 | 5065 | SH |  | DFND | 1 | 0 | 0 | 5065 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 524102 | 1634 | SH |  | DFND | 1 | 0 | 0 | 1634 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 651094 | 3027 | SH |  | DFND | 1 | 0 | 0 | 3027 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 |  | 664692 | 2812 | SH |  | DFND | 1 | 0 | 0 | 2812 |
| WALMART INC | COM | 931142103 |  | 370114 | 2978 | SH |  | DFND | 1 | 0 | 0 | 2978 |

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