Universe · entity
BCM ADVISORS, LLC
Institutional manager (13F) · CIK 1373017
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $498M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Vanguard Intermediate Bond | $97M | 1,264,392 |
| 2 | SPDR Gold Share | $80M | 193,125 |
| 3 | DIMENSIONAL US CORE EQUITY MARKT ETF | $59M | 1,196,470 |
| 4 | Vanguard Total Stock Mkt | $41M | 115,069 |
| 5 | WisdomTree US Quality Dividend Gr ETF | $36M | 390,211 |
| 6 | S&P500 Catholic Values | $20M | 236,788 |
| 7 | Broadcom Ltd | $11M | 26,018 |
| 8 | Johnson & Johnson | $9M | 39,335 |
| 9 | Exxon Mobil Corporation | $8M | 53,083 |
| 10 | Coca Cola Company | $8M | 99,785 |
| 11 | Atmos Energy Corp | $8M | 41,319 |
| 12 | Duke Energy Corporation | $7M | 56,095 |
| 13 | Nvidia Corp | $7M | 34,444 |
| 14 | ETFS Gold Trust | $7M | 152,095 |
| 15 | Caterpillar Inc | $6M | 7,048 |
| 16 | Consolidated Edison Inc | $5M | 48,218 |
| 17 | Brown & Brown Inc | $5M | 88,234 |
| 18 | Enterprise Products Partners L.P. | $5M | 122,984 |
| 19 | Advanced Micro Devices | $4M | 12,230 |
| 20 | S P D R TRUST Unit SR | $4M | 5,728 |
| 21 | Vanguard Mid Cap Etf | $4M | 51,533 |
| 22 | Dimensional US Small Cap ETF | $4M | 51,591 |
| 23 | Colgate-Palmolive Co | $4M | 42,787 |
| 24 | Parker-Hannifin Corp | $3M | 3,971 |
| 25 | Ishares Core 1 5 Year | $3M | 70,639 |
| 26 | Costco Whsl Corp New | $3M | 3,335 |
| 27 | Pepsico Incorporated | $3M | 21,551 |
| 28 | Deere & Co | $3M | 5,548 |
| 29 | Ishares Tr Barclays Bond | $3M | 35,837 |
| 30 | Ishares 7-10 Year Trsury | $3M | 31,461 |
| 31 | Schwab US Dividend | $3M | 91,020 |
| 32 | iShares MSCI USA Min Volatility | $3M | 29,264 |
| 33 | Conocophillips | $3M | 21,899 |
| 34 | Kinder Morgan Inc | $3M | 81,344 |
| 35 | Valero Energy Corp New | $3M | 10,010 |
| 36 | Apple Inc | $2M | 8,819 |
| 37 | General Dynamics Corp | $2M | 6,603 |
| 38 | International Paper Co | $2M | 65,314 |
| 39 | Archer-Daniels-Midln | $2M | 22,602 |
| 40 | WORLD GOLD TR | $2M | 18,793 |
| 41 | General Mills Inc | $2M | 48,665 |
| 42 | JB Hunt Transport Services Inc | $2M | 6,512 |
| 43 | J.P. Morgan Chase | $1M | 4,779 |
| 44 | MKSI | $1M | 4,903 |
| 45 | Aflac Inc | $1M | 10,063 |
| 46 | UGI Corp | $1M | 32,225 |
| 47 | Canadian National Railway Co | $1M | 10,136 |
| 48 | Centerpoint Energy | $1M | 25,016 |
| 49 | Schlumberger Ltd | $1M | 18,935 |
| 50 | Sysco Corporation | $932k | 12,857 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.