Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 68.10% of BCR Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: VCRB, DFCF, AVIG, DXUV, AVUS, AVTM, DFAU, VNQ, DFEM, VTEB.
Started 2 new stock positions in AVTM, VTEB.
Reduced shares in these 10 stocks: , VBR, IBM, , NVDA, LRCX, SFBS, AAPL, LOW, PEP.
Sold out of its positions in META, IBM, TSLA.
BCR Wealth Strategies was a net buyer of stock by $17M.
BCR Wealth Strategies has $319M in assets under management (AUM), dropping by 5.81%.
Central Index Key (CIK): 0001908380

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for BCR Wealth Strategies

BCR Wealth Strategies holds 36 positions in its portfolio as reported in the March 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)	24.4	$78M	+2%	699k	111.18	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	14.7	$47M	+6%	789k	59.35	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	10.1	$32M	+9%	773k	41.54	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	9.9	$32M	+10%	751k	42.22	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	9.1	$29M		341k	84.84	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	8.3	$27M	+12%	343k	77.38	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.4	$20M	+2%	588k	34.55	View chart
Dimensional Etf Trust Dimensional Intl (DXIV)	5.6	$18M		264k	67.54	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.1	$13M	+5%	147k	88.70	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.3	$4.2M	+2%	82k	50.62	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.2	$3.7M	+27%	83k	45.11	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$2.4M		3.6k	650.28	View chart
American Centy Etf Tr Avantis Total Eq (AVTM)	0.4	$1.3M	NEW	27k	47.01	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.2M	+23%	16k	75.09	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$1.1M	+19%	27k	42.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$897k	-2%	11k	80.52	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$799k		13k	62.41	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$745k	-2%	3.6k	205.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$667k	+14%	4.8k	138.21	View chart
Southern Company (SO)	0.2	$642k	-4%	6.7k	96.40	View chart
Servisfirst Bancshares (SFBS)	0.2	$565k	-8%	7.8k	72.80	View chart
Apple (AAPL)	0.2	$540k	-8%	2.1k	253.40	View chart
Deere & Company (DE)	0.2	$527k		937.00	562.43	View chart
Emerson Electric (EMR)	0.1	$476k	-3%	3.6k	130.88	View chart
NVIDIA Corporation (NVDA)	0.1	$471k	-23%	2.7k	174.25	View chart
Lam Research Corp Com New (LRCX)	0.1	$455k	-20%	2.1k	213.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$418k		3.8k	110.26	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$416k	-37%	1.9k	216.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$407k	+12%	933.00	436.23	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$405k	NEW	8.1k	49.82	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$372k	+15%	4.2k	87.86	View chart
Lowe's Companies (LOW)	0.1	$327k	-12%	1.4k	236.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$282k		656.00	429.88	View chart
Wells Fargo & Company (WFC)	0.1	$270k	-10%	3.4k	79.39	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$266k		2.9k	91.95	View chart
Pepsi (PEP)	0.1	$236k	-13%	1.5k	154.65	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 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
BCR Wealth Strategies 2022 Q2 filed July 22, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z