BCR Wealth Strategies

BCR Wealth Strategies as of June 30, 2026

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