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BCR Wealth Strategies, LLC 13F holdings

Filed 2026-07-31 · BCR Wealth Strategies, LLC · 32 positions · $355.9M

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TickerCompanySharesValue% of portfolio
AVUSAMERICAN CENTY ETF TR689.3K$88.3M24.8%
DXUVDIMENSIONAL ETF TRUST782.8K$52.1M14.6%
AVIGAMERICAN CENTY ETF TR853.8K$35.4M9.9%
DFCFDIMENSIONAL ETF TRUST825.5K$34.8M9.8%
AVDEAMERICAN CENTY ETF TR381.8K$34.1M9.6%
VCRBVANGUARD MALVERN FDS381.9K$29.5M8.3%
DFEMDIMENSIONAL ETF TRUST611.2K$24.8M7.0%
—DIMENSIONAL ETF TRUST317.9K$22.3M6.3%
VNQVANGUARD INDEX FDS155.2K$15.0M4.2%
ICSHISHARES TR91.7K$4.6M1.3%
SPYSTATE STR SPDR S&P 500 ETF T3.6K$2.7M0.8%
—AMERICAN CENTY ETF TR27.0K$1.5M0.4%
AVEMAMERICAN CENTY ETF TR10.7K$1.0M0.3%
LRCXLAM RESEARCH CORP2.1K$922,0000.3%
DFATDIMENSIONAL ETF TRUST12.8K$894,0000.3%
VXFVANGUARD INDEX FDS3.6K$892,0000.3%
VTVANGUARD INTL EQUITY INDEX F4.7K$744,0000.2%
SFBSSERVISFIRST BANCSHARES INC7.8K$673,0000.2%
SOSOUTHERN CO6.7K$641,0000.2%
AAPLAPPLE INC2.2K$623,0000.2%
DEDEERE & CO937$594,0000.2%
EMREMERSON ELEC CO3.7K$522,0000.1%
NVDANVIDIA CORPORATION2.4K$480,0000.1%
AVUVAMERICAN CENTY ETF TR3.8K$472,0000.1%
AVGEAMERICAN CENTY ETF TR4.2K$419,0000.1%
VTEBVANGUARD MUN BD FDS8.1K$411,0000.1%
VBRVANGUARD INDEX FDS1.5K$368,0000.1%
LOWLOWES COS INC1.4K$305,0000.1%
WFCWELLS FARGO & CO3.4K$281,0000.1%
BONDPIMCO ETF TR2.9K$266,0000.1%
GLDSPDR GOLD TR656$241,0000.1%
PEPPEPSICO INC1.5K$206,0000.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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