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 72.26% of BCR Wealth Strategies's stock portfolio.
  • Added to shares of these 10 stocks: VCRB (+$12M), DXUV, ICSH, DFEM, AVIG, DFCF, AVUS, AAPL, VNQ, DXIV.
  • Started 1 new stock position in VCRB.
  • Reduced shares in these 9 stocks: META, VBR, VXF, AVDE, SPY, EHC, AVEM, SO, VT.
  • Sold out of its position in VBR.
  • BCR Wealth Strategies was a net buyer of stock by $15M.
  • BCR Wealth Strategies has $228M in assets under management (AUM), dropping by 6.52%.
  • 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 26 positions in its portfolio as reported in the March 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) 26.3 $60M 649k 92.38
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Dimensional Etf Trust Dimensional Us (DXUV) 14.8 $34M +4% 672k 50.25
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American Centy Etf Tr Avantis Core Fi (AVIG) 10.8 $25M 595k 41.39
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Dimensional Etf Trust Core Fixed Incom (DFCF) 10.7 $24M 577k 42.06
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American Centy Etf Tr Intl Eqt Etf (AVDE) 9.6 $22M 331k 66.27
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.3 $14M +4% 539k 26.46
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Dimensional Etf Trust Dimensional Intl (DXIV) 6.1 $14M 268k 51.89
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Vanguard Malvern Fds Core Bd Etf (VCRB) 5.3 $12M NEW 155k 77.43
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Vanguard Index Fds Real Estate Etf (VNQ) 4.6 $11M 116k 90.53
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Ishares Tr Ultra Short-term (ICSH) 1.6 $3.6M +56% 71k 50.70
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.1M -4% 3.8k 559.38
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $841k -6% 14k 60.13
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $677k -16% 3.9k 172.05
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $659k 13k 51.48
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Apple (AAPL) 0.3 $637k +83% 2.9k 221.80
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Southern Company (SO) 0.3 $577k -3% 6.3k 91.81
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Deere & Company (DE) 0.2 $439k 937.00 468.52
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $399k -2% 3.4k 115.69
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Emerson Electric (EMR) 0.2 $392k 3.6k 109.56
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Encompass Health Corp (EHC) 0.2 $381k -19% 3.8k 101.03
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NVIDIA Corporation (NVDA) 0.2 $349k +10% 3.2k 108.15
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $330k 3.8k 87.05
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Lowe's Companies (LOW) 0.1 $322k 1.4k 232.66
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Meta Platforms Cl A (META) 0.1 $298k -79% 518.00 575.29
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Pimco Etf Tr Active Bd Etf (BOND) 0.1 $229k 2.5k 92.41
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American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $212k +3% 3.0k 71.12
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Past Filings by BCR Wealth Strategies

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