§ 13F · FUND PROFILE
BCR Wealth Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $258.3B (13F)Positions · 27Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.8B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 681K | $76.1B | 25.2% | ±0% |
| 2 | DXUV | DIMENSIONAL ETF TRUST | 743K | $44.4B | 14.7% | +2% |
| 3 | AVIG | AMERICAN CENTY ETF TR | 704K | $29.5B | 9.8% | +4% |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 682K | $29.0B | 9.6% | +4% |
| 5 | AVDE | AMERICAN CENTY ETF TR | 342K | $28.1B | 9.3% | ±0% |
| 6 | VCRB | VANGUARD MALVERN FDS | 305K | $23.8B | 7.9% | +6% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 573K | $18.9B | 6.3% | +2% |
| 8 | DXIV | DIMENSIONAL ETF TRUST | 262K | $17.0B | 5.7% | +2% |
| 9 | VNQ | VANGUARD INDEX FDS | 139K | $12.3B | 4.1% | +6% |
| 10 | ICSH | ISHARES TR | 81K | $4.1B | 1.4% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BCR SIGNAL
AC read
BCR Wealth Strategies, LLC is a Other fund managing $258.3 trillion in assets. The fund runs a focused portfolio of just 27 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed