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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 68.72% of BCR Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: DXIV, AVDE, AVIG, DFCF, VCRB, DFEM, VNQ, ICSH, AAPL, SO.
Reduced shares in these 10 stocks: DFAU, AVUS, VEU, HEFA, VUG, DXUV, VBR, NVDA, AVEM, VT.
Sold out of its positions in DFAU, HEFA, VEU, VUG.
BCR Wealth Strategies was a net buyer of stock by $11M.
BCR Wealth Strategies has $356M in assets under management (AUM), dropping by 11.55%.
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 32 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	24.8	$88M		689k	128.08	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	14.6	$52M		783k	66.50	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	9.9	$35M	+10%	854k	41.41	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	9.8	$35M	+9%	826k	42.21	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	9.6	$34M	+11%	382k	89.20	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	8.3	$30M	+11%	382k	77.23	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	7.0	$25M	+3%	611k	40.64	View chart
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)	6.3	$22M	+20%	318k	70.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.2	$15M	+5%	155k	96.43	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.3	$4.6M	+11%	92k	50.58	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$2.7M		3.6k	746.69	View chart
American Centy Etf Tr Avan Tota Eq Etf (AVTM)	0.4	$1.5M		27k	54.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$1.0M	-3%	11k	96.40	View chart
Lam Research Corp Com New (LRCX)	0.3	$922k		2.1k	432.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$894k		13k	69.83	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$892k		3.6k	246.14	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$744k		4.7k	156.86	View chart
Servisfirst Bancshares (SFBS)	0.2	$673k		7.8k	86.72	View chart
Southern Company (SO)	0.2	$641k		6.7k	95.63	View chart
Apple (AAPL)	0.2	$623k		2.2k	288.96	View chart
Deere & Company (DE)	0.2	$594k		937.00	633.94	View chart
Emerson Electric (EMR)	0.1	$522k		3.7k	142.97	View chart
NVIDIA Corporation (NVDA)	0.1	$480k	-11%	2.4k	199.75	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$472k		3.8k	124.51	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$419k		4.2k	98.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$411k		8.1k	50.55	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$368k	-20%	1.5k	242.58	View chart
Lowe's Companies (LOW)	0.1	$305k		1.4k	220.22	View chart
Wells Fargo & Company (WFC)	0.1	$281k		3.4k	82.62	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$266k		2.9k	91.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$241k		656.00	367.38	View chart
Pepsi (PEP)	0.1	$206k		1.5k	134.99	View chart

Past Filings by BCR Wealth Strategies

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

BCR Wealth Strategies 2026 Q2 filed July 31, 2026
BCR Wealth Strategies 2026 Q1 filed May 1, 2026
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

View all past filings

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