BCR Wealth Strategies

BCR Wealth Strategies as of Dec. 31, 2025

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
Dimensional Etf Trust Dimensional Us (DXUV) 14.7 $44M 743k 59.78
American Centy Etf Tr Avantis Core Fi (AVIG) 9.8 $30M 704k 41.92
Dimensional Etf Trust Core Fixed Incom (DFCF) 9.6 $29M 682k 42.56
American Centy Etf Tr Intl Eqt Etf (AVDE) 9.3 $28M 342k 82.32
Vanguard Malvern Fds Core Bd Etf (VCRB) 7.9 $24M 305k 77.89
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.3 $19M 573k 33.08
Dimensional Etf Trust Dimensional Intl (DXIV) 5.7 $17M 262k 65.07
Vanguard Index Fds Real Estate Etf (VNQ) 4.1 $12M 139k 88.49
Ishares Tr Ultra Short Dur (ICSH) 1.4 $4.1M 81k 50.57
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.0 $3.0M 65k 46.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.5M 3.6k 681.77
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $950k 13k 73.51
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $924k 22k 41.36
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $878k 11k 76.98
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $777k 3.7k 208.93
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $762k 13k 59.52
NVIDIA Corporation (NVDA) 0.2 $659k 3.5k 186.26
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $653k 3.1k 211.53
Apple (AAPL) 0.2 $633k 2.3k 271.56
Southern Company (SO) 0.2 $611k 7.0k 87.17
Servisfirst Bancshares (SFBS) 0.2 $610k 8.5k 71.76
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $593k 4.2k 140.89
Emerson Electric (EMR) 0.2 $500k 3.8k 132.56
Lam Research Corp Com New (LRCX) 0.2 $458k 2.7k 170.90
Deere & Company (DE) 0.1 $436k 937.00 465.31
Vanguard Index Fds Growth Etf (VUG) 0.1 $405k 831.00 487.36
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $386k 3.8k 101.82
Lowe's Companies (LOW) 0.1 $381k 1.6k 240.53
Wells Fargo & Company (WFC) 0.1 $352k 3.8k 93.05
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $314k 3.7k 85.82
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $269k 2.9k 92.98
Meta Platforms Cl A (META) 0.1 $266k 403.00 660.05
Spdr Gold Tr Gold Shs (GLD) 0.1 $259k 656.00 394.82
Pepsi (PEP) 0.1 $252k 1.8k 143.02
International Business Machines (IBM) 0.1 $234k 790.00 296.20
Tesla Motors (TSLA) 0.1 $208k 464.00 448.28