BCR Wealth Strategies

BCR Wealth Strategies as of March 31, 2026

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