§ 13F · FUND PROFILE
BCR Wealth Strategies, LLC.
AUM · $356K (13F)Positions · 32Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 689K | $88K | 24.8% | −1% |
| 2 | DXUV | DIMENSIONAL ETF TRUST | 783K | $52K | 14.6% | −1% |
| 3 | AVIG | AMERICAN CENTY ETF TR | 854K | $35K | 9.9% | +10% |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 825K | $35K | 9.8% | +10% |
| 5 | AVDE | AMERICAN CENTY ETF TR | 382K | $34K | 9.6% | +12% |
| 6 | VCRB | VANGUARD MALVERN FDS | 382K | $29K | 8.3% | +11% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 611K | $25K | 7.0% | +4% |
| 8 | DXIV | DIMENSIONAL ETF TRUST | 318K | $22K | 6.3% | +20% |
| 9 | VNQ | VANGUARD INDEX FDS | 155K | $15K | 4.2% | +6% |
| 10 | ICSH | ISHARES TR | 92K | $5K | 1.3% | +11% |
§ 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 $356 thousand in assets. The fund runs a portfolio of 32 positions.
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