Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BCR Wealth Strategies, LLC (CIK 1908380) reported $319.1M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUS ($77.7M, 24.36%), DXUV ($46.8M, 14.67%), AVIG ($32.1M, 10.07%), DFCF ($31.7M, 9.94%), AVDE ($28.9M, 9.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $77.7M | 24.36% | 698,997 | Added |
| 2 | DXUV | DIMENSIONAL ETF TRUST | $46.8M | 14.67% | 788,878 | Added |
| 3 | AVIG | AMERICAN CENTY ETF TR | $32.1M | 10.07% | 773,308 | Added |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $31.7M | 9.94% | 751,104 | Added |
| 5 | AVDE | AMERICAN CENTY ETF TR | $28.9M | 9.07% | 341,186 | Trimmed |
| 6 | VCRB | VANGUARD MALVERN FDS | $26.5M | 8.32% | 343,078 | Added |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $20.3M | 6.36% | 587,683 | Added |
| 8 | DXIV | DIMENSIONAL ETF TRUST | $17.9M | 5.60% | 264,418 | Added |
| 9 | VNQ | VANGUARD INDEX FDS | $13.0M | 4.08% | 146,803 | Added |
| 10 | ICSH | ISHARES TR | $4.2M | 1.31% | 82,364 | Added |
| 11 | DFAU | DIMENSIONAL ETF TRUST | $3.7M | 1.17% | 82,821 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $2.4M | 0.74% | 3,620 | Hold |
| 13 | AVSCX | AMERICAN CENTY ETF TR | $1.3M | 0.40% | 26,974 | New |
| 14 | VEU | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.38% | 15,967 | Added |
| 15 | HEFA | ISHARES TR | $1.1M | 0.36% | 26,748 | Added |
| 16 | AVEM | AMERICAN CENTY ETF TR | $897,000 | 0.28% | 11,140 | Trimmed |
| 17 | DFAT | DIMENSIONAL ETF TRUST | $799,000 | 0.25% | 12,802 | Hold |
| 18 | VXF | VANGUARD INDEX FDS | $745,000 | 0.23% | 3,624 | Trimmed |
| 19 | VT | VANGUARD INTL EQUITY INDEX F | $667,000 | 0.21% | 4,826 | Added |
| 20 | SO | SOUTHERN CO | $642,000 | 0.20% | 6,660 | Trimmed |
| 21 | SFBS | SERVISFIRST BANCSHARES INC | $565,000 | 0.18% | 7,761 | Trimmed |
| 22 | AAPL | APPLE INC | $540,000 | 0.17% | 2,131 | Trimmed |
| 23 | DE | DEERE & CO | $527,000 | 0.17% | 937 | Hold |
| 24 | EMR | EMERSON ELEC CO | $476,000 | 0.15% | 3,637 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $471,000 | 0.15% | 2,703 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31