Bcr Wealth Strategies, Llc Portfolio Stock Holdings
Bcr Wealth Strategies, Llc disclosed 32 stock positions valued at approximately $355,941 in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, AMERICAN CENTY ETF TR, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 31, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 32
- Portfolio Value
- $355.9K
Holdings by Sector
Bcr Wealth Strategies, Llc Portfolio Holdings in Q2 2026
29 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVUS | Other | 24.80% | 689,260 | -9,737 | -1.39% | $88,280 |
| AMERICAN CENTY ETF TR | AVIG | Other | 9.93% | 853,777 | +80,469 | +10.41% | $35,354 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 9.79% | 825,494 | +74,390 | +9.90% | $34,844 |
| AMERICAN CENTY ETF TR | AVDE | Other | 9.57% | 381,816 | +40,630 | +11.91% | $34,057 |
| VANGUARD MALVERN FDS | VCRB | Other | 8.29% | 381,880 | +38,802 | +11.31% | $29,493 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 6.98% | 611,157 | +23,474 | +3.99% | $24,837 |
| VANGUARD INDEX FDS | VNQ | Other | 4.21% | 155,236 | +8,433 | +5.74% | $14,969 |
| ISHARES TR | ICSH | Other | 1.30% | 91,680 | +9,316 | +11.31% | $4,637 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.76% | 3,620 | - | - | $2,703 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.29% | 10,716 | -424 | -3.81% | $1,033 |
| LAM RESEARCH CORP | LRCX | Other | 0.26% | 2,130 | - | - | $922 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.25% | 12,802 | - | - | $894 |
| VANGUARD INDEX FDS | VXF | Other | 0.25% | 3,624 | - | - | $892 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.21% | 4,743 | -83 | -1.72% | $744 |
| SERVISFIRST BANCSHARES INC | SFBS | Financial Services | 0.19% | 7,761 | - | - | $673 |
| SOUTHERN CO | SO | Utilities | 0.18% | 6,703 | +43 | +0.65% | $641 |
| APPLE INC | AAPL | Technology | 0.18% | 2,156 | +25 | +1.17% | $623 |
| DEERE & CO | DE | Industrials | 0.17% | 937 | - | - | $594 |
| EMERSON ELEC CO | EMR | Industrials | 0.15% | 3,651 | +14 | +0.38% | $522 |
| NVIDIA CORPORATION | NVDA | Technology | 0.13% | 2,403 | -300 | -11.10% | $480 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.13% | 3,791 | - | - | $472 |
| AMERICAN CENTY ETF TR | AVGE | Other | 0.12% | 4,234 | - | - | $419 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.12% | 8,130 | - | - | $411 |
| VANGUARD INDEX FDS | VBR | Other | 0.10% | 1,517 | -402 | -20.95% | $368 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.09% | 1,385 | +1 | +0.07% | $305 |
| WELLS FARGO & CO | WFC | Financial Services | 0.08% | 3,401 | - | - | $281 |
| PIMCO ETF TR | BOND | Other | 0.07% | 2,893 | - | - | $266 |
| SPDR GOLD TR | GLD | Other | 0.07% | 656 | - | - | $241 |
| PEPSICO INC | PEP | Consumer Defensive | 0.06% | 1,526 | - | - | $206 |