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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 68.69% of BCR Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: DFAU, VCRB, AVIG, DFCF, VEU, HEFA, DXUV, VNQ, SFBS, VUG.
Started 8 new stock positions in DFAU, PEP, IBM, VUG, VEU, WFC, SFBS, HEFA.
Reduced shares in these 7 stocks: ICSH, EHC, AVUS, AVEM, VXF, SPY, VT.
Sold out of its position in EHC.
BCR Wealth Strategies was a net buyer of stock by $12M.
BCR Wealth Strategies has $302M in assets under management (AUM), dropping by 6.06%.
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 37 positions in its portfolio as reported in the December 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)	25.2	$76M		681k	111.78	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	14.7	$44M	+2%	743k	59.78	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	9.8	$30M	+3%	704k	41.92	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	9.6	$29M	+3%	682k	42.56	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	9.3	$28M		342k	82.32	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	7.9	$24M	+6%	305k	77.89	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.3	$19M		573k	33.08	View chart
Dimensional Etf Trust Dimensional Intl (DXIV)	5.7	$17M		262k	65.07	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.1	$12M	+5%	139k	88.49	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.4	$4.1M	-9%	81k	50.57	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.0	$3.0M	NEW	65k	46.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$2.5M		3.6k	681.77	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$950k	NEW	13k	73.51	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$924k	NEW	22k	41.36	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$878k	-5%	11k	76.98	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$777k	-5%	3.7k	208.93	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$762k		13k	59.52	View chart
NVIDIA Corporation (NVDA)	0.2	$659k	+5%	3.5k	186.26	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$653k	+103%	3.1k	211.53	View chart
Apple (AAPL)	0.2	$633k		2.3k	271.56	View chart
Southern Company (SO)	0.2	$611k	+13%	7.0k	87.17	View chart
Servisfirst Bancshares (SFBS)	0.2	$610k	NEW	8.5k	71.76	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$593k		4.2k	140.89	View chart
Emerson Electric (EMR)	0.2	$500k		3.8k	132.56	View chart
Lam Research Corp Com New (LRCX)	0.2	$458k		2.7k	170.90	View chart
Deere & Company (DE)	0.1	$436k		937.00	465.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$405k	NEW	831.00	487.36	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$386k		3.8k	101.82	View chart
Lowe's Companies (LOW)	0.1	$381k		1.6k	240.53	View chart
Wells Fargo & Company (WFC)	0.1	$352k	NEW	3.8k	93.05	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$314k		3.7k	85.82	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$269k		2.9k	92.98	View chart
Meta Platforms Cl A (META)	0.1	$266k		403.00	660.05	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$259k		656.00	394.82	View chart
Pepsi (PEP)	0.1	$252k	NEW	1.8k	143.02	View chart
International Business Machines (IBM)	0.1	$234k	NEW	790.00	296.20	View chart
Tesla Motors (TSLA)	0.1	$208k		464.00	448.28	View chart

Past Filings by BCR Wealth Strategies

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

BCR Wealth Strategies 2025 Q4 filed Jan. 23, 2026
BCR Wealth Strategies 2025 Q3 filed Oct. 10, 2025
BCR Wealth Strategies 2025 Q2 filed July 25, 2025
BCR Wealth Strategies 2025 Q1 filed May 9, 2025
BCR Wealth Strategies 2024 Q4 filed Jan. 29, 2025
BCR Wealth Strategies 2024 Q3 filed Oct. 18, 2024
BCR Wealth Strategies 2024 Q2 filed July 26, 2024
BCR Wealth Strategies 2024 Q1 filed May 3, 2024
BCR Wealth Strategies 2023 Q4 filed Jan. 26, 2024
BCR Wealth Strategies 2023 Q3 filed Oct. 20, 2023
BCR Wealth Strategies 2023 Q2 filed July 14, 2023
BCR Wealth Strategies 2023 Q1 filed May 5, 2023
BCR Wealth Strategies 2022 Q4 filed Jan. 30, 2023
BCR Wealth Strategies 2022 Q3 filed Nov. 4, 2022
BCR Wealth Strategies 2022 Q2 filed July 22, 2022
BCR Wealth Strategies 2022 Q1 filed April 29, 2022

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