§ 13F · FUND PROFILE
BCR Wealth Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $284K (13F)Positions · 30Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 699K | $78K | 24.4% | +3% |
| 2 | DXUV | DIMENSIONAL ETF TRUST | 789K | $47K | 14.7% | +6% |
| 3 | AVIG | AMERICAN CENTY ETF TR | 773K | $32K | 10.1% | +10% |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 751K | $32K | 9.9% | +10% |
| 5 | AVDE | AMERICAN CENTY ETF TR | 341K | $29K | 9.1% | ±0% |
| 6 | VCRB | VANGUARD MALVERN FDS | 343K | $27K | 8.3% | +13% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 588K | $20K | 6.4% | +3% |
| 8 | DXIV | DIMENSIONAL ETF TRUST | 264K | $18K | 5.6% | +1% |
| 9 | VNQ | VANGUARD INDEX FDS | 147K | $13K | 4.1% | +5% |
| 10 | ICSH | ISHARES TR | 82K | $4K | 1.3% | +2% |
§ 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 $284 thousand in assets. The fund runs a portfolio of 30 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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