BCR Wealth Strategies

Latest statistics and disclosures from BCR Wealth Strategies's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AVUS, DXUV, AVIG, DFCF, AVDE, and represent 70.39% of BCR Wealth Strategies's stock portfolio.
  • Added to shares of these 10 stocks: VCRB, AVIG, DFCF, AVUS, DXUV, ICSH, VNQ, AVDE, VBR, GLD.
  • Started 3 new stock positions in GLD, VBR, TSLA.
  • Reduced shares in these 5 stocks: EHC, SPY, AVEM, META, SO.
  • BCR Wealth Strategies was a net buyer of stock by $12M.
  • BCR Wealth Strategies has $284M in assets under management (AUM), dropping by 10.07%.
  • Central Index Key (CIK): 0001908380

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Positions held by BCR Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BCR Wealth Strategies

BCR Wealth Strategies holds 30 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Eqt Etf (AVUS) 26.1 $74M 682k 108.70
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Dimensional Etf Trust Dimensional Us (DXUV) 15.0 $43M +2% 728k 58.44
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American Centy Etf Tr Avantis Core Fi (AVIG) 10.0 $29M +8% 677k 42.08
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Dimensional Etf Trust Core Fixed Incom (DFCF) 9.9 $28M +8% 658k 42.76
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American Centy Etf Tr Intl Eqt Etf (AVDE) 9.5 $27M 341k 78.90
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Vanguard Malvern Fds Core Bd Etf (VCRB) 7.9 $23M +13% 288k 78.41
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.4 $18M 563k 32.07
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Dimensional Etf Trust Dimensional Intl (DXIV) 5.6 $16M 258k 61.53
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Vanguard Index Fds Real Estate Etf (VNQ) 4.2 $12M +5% 131k 91.42
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Ishares Tr Ultra Short Dur (ICSH) 1.6 $4.5M +21% 89k 50.74
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.4M -4% 3.7k 666.03
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $907k -10% 12k 75.06
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $823k 3.9k 209.15
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $745k 13k 58.19
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NVIDIA Corporation (NVDA) 0.2 $622k +2% 3.3k 186.34
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Apple (AAPL) 0.2 $593k 2.3k 254.40
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Southern Company (SO) 0.2 $586k 6.2k 94.67
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $585k +16% 4.2k 137.68
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Emerson Electric (EMR) 0.2 $492k 3.8k 130.96
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Deere & Company (DE) 0.2 $428k 937.00 456.78
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Lowe's Companies (LOW) 0.1 $398k 1.6k 251.26
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $377k 3.8k 99.45
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Lam Research Corp Com New (LRCX) 0.1 $358k 2.7k 133.58
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $315k NEW 1.5k 208.06
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American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $300k +2% 3.6k 83.31
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Meta Platforms Cl A (META) 0.1 $295k -22% 403.00 732.01
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Pimco Etf Tr Active Bd Etf (BOND) 0.1 $270k +13% 2.9k 93.33
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Spdr Gold Tr Gold Shs (GLD) 0.1 $233k NEW 656.00 355.18
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Encompass Health Corp (EHC) 0.1 $224k -36% 1.8k 126.48
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Tesla Motors (TSLA) 0.1 $205k NEW 463.00 442.76
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Past Filings by BCR Wealth Strategies

SEC 13F filings are viewable for BCR Wealth Strategies going back to 2021