Institutions / BCR Wealth Strategies, LLC

BCR Wealth Strategies, LLC

CIK 1908380 · Institution · as of Dec 31, 2025

Portfolio value

$301.6K

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 37 →

Company	Class	Value	Shares	% of portfolio
American Centy ETF Tr	—	$76.1K	680,882	25.2%
Dimensional ETF Trust	—	$44.4K	743,114	14.7%
American Centy ETF Tr	—	$29.5K	703,931	9.8%
Dimensional ETF Trust	—	$29.0K	681,575	9.6%
American Centy ETF Tr	—	$28.1K	341,526	9.3%
Vanguard Malvern Fds	—	$23.8K	304,914	7.9%
Dimensional ETF Trust	—	$18.9K	572,820	6.3%
Dimensional ETF Trust	—	$17.0K	261,886	5.7%
Vanguard Index Fds	—	$12.3K	139,206	4.1%
iShares Tr	—	$4.1K	80,543	1.4%
Dimensional ETF Trust	—	$3.0K	64,950	1.0%
SPDR S&P 500 ETF Tr	—	$2.5K	3,620	0.8%
Vanguard Intl Equity Index F	—	$950	12,924	0.3%
iShares Tr	—	$924	22,343	0.3%
American Centy ETF Tr	—	$878	11,406	0.3%
Vanguard Index Fds	—	$777	3,719	0.3%
Dimensional ETF Trust	—	$762	12,802	0.3%
NVIDIA Corp	—	$659	3,538	0.2%
Vanguard Index Fds	—	$653	3,087	0.2%
Apple Inc.	—	$633	2,331	0.2%
Southern Co	—	$611	7,009	0.2%
ServisFirst Bancshares, Inc.	—	$610	8,500	0.2%
Vanguard Intl Equity Index F	—	$593	4,209	0.2%
Emerson Electric Co	—	$500	3,772	0.2%
Lam Research Corp	—	$458	2,680	0.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.