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BCR Wealth Strategies, LLC

All holdings · as of Dec 31, 2025

37 positions

CompanyClassValueShares% of portfolio
Tesla Inc$2084640.1%
INTERNATIONAL BUSINESS MACHINES CORP$2347900.1%
PEPSICO INC$2521,7620.1%
SPDR GOLD TR$2596560.1%
Meta Platforms Inc$2664030.1%
PIMCO ETF TR$2692,8930.1%
AMERICAN CENTY ETF TR$3143,6590.1%
WELLS FARGO & COMPANY/MN$3523,7830.1%
LOWES COMPANIES INC$3811,5840.1%
AMERICAN CENTY ETF TR$3863,7910.1%
VANGUARD INDEX FDS$4058310.1%
DEERE & CO$4369370.1%
LAM RESEARCH CORP$4582,6800.2%
EMERSON ELECTRIC CO$5003,7720.2%
VANGUARD INTL EQUITY INDEX F$5934,2090.2%
ServisFirst Bancshares, Inc.$6108,5000.2%
SOUTHERN CO$6117,0090.2%
Apple Inc.$6332,3310.2%
VANGUARD INDEX FDS$6533,0870.2%
NVIDIA Corp$6593,5380.2%
DIMENSIONAL ETF TRUST$76212,8020.3%
VANGUARD INDEX FDS$7773,7190.3%
AMERICAN CENTY ETF TR$87811,4060.3%
ISHARES TR$92422,3430.3%
VANGUARD INTL EQUITY INDEX F$95012,9240.3%
SPDR S&P 500 ETF TR$2.5K3,6200.8%
DIMENSIONAL ETF TRUST$3.0K64,9501.0%
ISHARES TR$4.1K80,5431.4%
VANGUARD INDEX FDS$12.3K139,2064.1%
DIMENSIONAL ETF TRUST$17.0K261,8865.7%
DIMENSIONAL ETF TRUST$18.9K572,8206.3%
VANGUARD MALVERN FDS$23.8K304,9147.9%
AMERICAN CENTY ETF TR$28.1K341,5269.3%
DIMENSIONAL ETF TRUST$29.0K681,5759.6%
AMERICAN CENTY ETF TR$29.5K703,9319.8%
DIMENSIONAL ETF TRUST$44.4K743,11414.7%
AMERICAN CENTY ETF TR$76.1K680,88225.2%
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