BCR Wealth Strategies, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, BCR Wealth Strategies, LLC held in its portfolio 37 assets valued at $301,570 (i.e. $301.57K).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($76.11K), DIMENSIONAL ETF TRUST ($44.42K), and AMERICAN CENTY ETF TR ($29.51K).
The chart below shows the top 10 valuable assets, and the table below shows the top 37 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BCR Wealth Strategies, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 680882 | 76109 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 743114 | 44423 | DIMENSIONAL US |
| AMERICAN CENTY ETF TR | 703931 | 29510 | AVANTIS CORE FI |
| DIMENSIONAL ETF TRUST | 681575 | 29007 | CORE FIXED INCOM |
| AMERICAN CENTY ETF TR | 341526 | 28114 | INTL EQT ETF |
| VANGUARD MALVERN FDS | 304914 | 23751 | CORE BD ETF |
| DIMENSIONAL ETF TRUST | 572820 | 18948 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 261886 | 17040 | DIMENSIONAL INTL |
| VANGUARD INDEX FDS | 139206 | 12318 | REAL ESTATE ETF |
| ISHARES TR | 80543 | 4073 | ULTRA SHORT DUR |
| DIMENSIONAL ETF TRUST | 64950 | 3039 | US CORE EQT MKT |
| SPDR S&P 500 ETF TR | 3620 | 2468 | TR UNIT |
| VANGUARD INTL EQUITY INDEX F | 12924 | 950 | ALLWRLD EX US |
| ISHARES TR | 22343 | 924 | HDG MSCI EAFE |
| AMERICAN CENTY ETF TR | 11406 | 878 | AVANTIS EMGMKT |
| VANGUARD INDEX FDS | 3719 | 777 | EXTEND MKT ETF |
| DIMENSIONAL ETF TRUST | 12802 | 762 | US TARGETED VLU |
| NVIDIA CORPORATION | 3538 | 659 | COM |
| VANGUARD INDEX FDS | 3087 | 653 | SM CP VAL ETF |
| APPLE INC | 2331 | 633 | COM |
| SOUTHERN CO | 7009 | 611 | COM |
| SERVISFIRST BANCSHARES INC | 8500 | 610 | COM |
| VANGUARD INTL EQUITY INDEX F | 4209 | 593 | TT WRLD ST ETF |
| EMERSON ELEC CO | 3772 | 500 | COM |
| LAM RESEARCH CORP | 2680 | 458 | COM NEW |
| DEERE & CO | 937 | 436 | COM |
| VANGUARD INDEX FDS | 831 | 405 | GROWTH ETF |
| AMERICAN CENTY ETF TR | 3791 | 386 | US SML CP VALU |
| LOWES COS INC | 1584 | 381 | COM |
| WELLS FARGO CO NEW | 3783 | 352 | COM |
| AMERICAN CENTY ETF TR | 3659 | 314 | AVANTIS ALL EQT |
| PIMCO ETF TR | 2893 | 269 | ACTIVE BD ETF |
| META PLATFORMS INC | 403 | 266 | CL A |
| SPDR GOLD TR | 656 | 259 | GOLD SHS |
| PEPSICO INC | 1762 | 252 | COM |
| INTERNATIONAL BUSINESS MACHS | 790 | 234 | COM |
| TESLA INC | 464 | 208 | COM |
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