Bcr Wealth Strategies Portfolio Analysis: Concentration Focus on ETF Holdings
As of June 30, 2026, Bcr Wealth Strategies' portfolio shows significant concentration in American Century ETFs, with AVUS leading at 24.8% allocation.
As of June 30, 2026, the investment strategy employed by Bcr Wealth Strategies Llc, an entity tracked on Insiderset, resulted in a portfolio valued at $280,161. The analysis reveals notable concentration patterns across its holdings.
The largest position by value is held within the American Century ETF TR (AVUS), which accounts for 24.8% of the total portfolio allocation. This substantial holding suggests a significant focus on this particular fund, regardless of its underlying sector or investment objective at this stage.
The top holdings by weight also include several other American Century ETF TRs:
- AMERICAN CENTY ETF TR (AVIG) - Portfolio allocation: 9.93%
- DIMENSIONAL ETF TRUST (DFCF) - Portfolio allocation: 9.79%
- AMERICAN CENTY ETF TR (AVDE) - Portfolio allocation: 9.57%
- VANGUARD MALVERN FDS (VCRB) - Portfolio allocation: 8.29%
- DIMENSIONAL ETF TRUST (DFEM) - Portfolio allocation: 6.98%
In addition to these substantial ETF positions, the portfolio incorporates holdings from other Vanguard funds and iShares:
- VANGUARD INDEX FDS (VNQ) - Portfolio allocation: 4.21%
- ISHARES TR (ICSH) - Portfolio allocation: 1.3%
- AMERICAN CENTY ETF TR (AVEM) - Portfolio allocation: 0.29%
The sector breakdown indicates that the majority of the portfolio's value, approximately 98.46%, is categorized under "Unknown" sectors by Insiderset classification. This high percentage suggests that either these ETFs encompass diverse underlying holdings or their specific classifications remain unverified in the database.
The remaining allocations are distributed across various sectors:
- EMERSON ELEC CO (EMR) falls under Industrials with a small allocation of $522.
- SOUTHERN CO (SO), classified as Utilities, holds value worth $641.
- APPLE INC (AAPL) and NVIDIA CORPORATION (NVDA), both Technology stocks, have combined allocations of $623.0 + $480.0 = $1,103.
- VANGUARD INTL EQUITY INDEX F (VT) is categorized as Financial Services with a value of $744.
This portfolio structure, characterized by significant holdings in American Century ETFs and Vanguard funds alongside a few individual stocks like APPLE INC (AAPL) and NVIDIA CORPORATION (NVDA), highlights the investor's focus on these specific vehicles. The data shows changes in share counts for several holdings, including notable increases for some ETFs.
The portfolio contains 29 individual holdings, with the top five positions accounting for a combined weight of approximately 62.38%. This indicates that while diversification is present through multiple funds and stocks, there remains a concentrated portion tied to these leading ETFs.