Bcr Wealth Strategies, LLC Top Holdings and 13F Report (2025) About Bcr Wealth Strategies, LLCInvestment ActivityBcr Wealth Strategies, LLC has $284.35 thousand in total holdings as of September 30, 2025.Bcr Wealth Strategies, LLC owns shares of 30 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 4.37% of the portfolio was purchased this quarter.About 0.16% of the portfolio was sold this quarter.This quarter, Bcr Wealth Strategies, LLC has purchased 27 new stocks and bought additional shares in 17 stocks.Bcr Wealth Strategies, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $74,078DIMENSIONAL ETF TRUST $42,560Avantis Core Fixed Income ETF $28,488Dimensional Core Fixed Income ETF $28,134Avantis International Equity ETF $26,888 Largest New Holdings this Quarter 922908611 - Vanguard Small-Cap Value ETF $315 Holding78463V107 - SPDR Gold Shares $233 Holding88160R101 - Tesla $205 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 33,123 shares (about $2.60K)Avantis Core Fixed Income ETF 54,364 shares (about $2.29K)Dimensional Core Fixed Income ETF 49,762 shares (about $2.13K)Avantis U.S. Equity ETF 11,974 shares (about $1.30K)DIMENSIONAL ETF TRUST 20,757 shares (about $1.21K) Largest Sales this Quarter Encompass Health 1,000 shares (about $126.48)SPDR S&P 500 ETF Trust 178 shares (about $118.55)Avantis Emerging Markets Equity ETF 1,374 shares (about $103.13)Meta Platforms 115 shares (about $84.18)Southern 102 shares (about $9.66) Sector Allocation Over TimeMap of 500 Largest Holdings ofBcr Wealth Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUSAvantis U.S. Equity ETF$74,078$1,302 ▲1.8%681,49826.1%ETFDIMENSIONAL ETF TRUST$42,560$1,213 ▲2.9%728,27315.0%DIMENSIONAL USAVIGAvantis Core Fixed Income ETF$28,488$2,288 ▲8.7%677,00310.0%ETFDFCFDimensional Core Fixed Income ETF$28,134$2,128 ▲8.2%657,9729.9%ETFAVDEAvantis International Equity ETF$26,888$436 ▲1.6%340,7889.5%ETFVANGUARD MALVERN FDS$22,553$2,597 ▲13.0%287,6317.9%CORE BD ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$18,061$3 ▲0.0%563,1876.4%ETFDIMENSIONAL ETF TRUST$15,868$69 ▲0.4%257,8865.6%DIMENSIONAL INTLVNQVanguard Real Estate ETF$12,007$671 ▲5.9%131,3464.2%ETFICSHiShares Ultra Short-Term Bond Active ETF$4,519$807 ▲21.8%89,0551.6%ETFSPYSPDR S&P 500 ETF Trust$2,439$119 ▼-4.6%3,6620.9%FinanceAVEMAvantis Emerging Markets Equity ETF$907$103 ▼-10.2%12,0840.3%ETFVXFVanguard Extended Market ETF$8230.0%3,9350.3%ETFDFATDimensional U.S. Targeted Value ETF$7450.0%12,8020.3%ETFNVDANVIDIA$622$15 ▲2.5%3,3380.2%Computer and TechnologyAAPLApple$593$9 ▲1.5%2,3310.2%Computer and TechnologySOSouthern$586$10 ▼-1.6%6,1900.2%UtilitiesVTVanguard Total World Stock ETF$585$84 ▲16.8%4,2490.2%ETFEMREmerson Electric$492$2 ▲0.4%3,7570.2%IndustrialsDEDeere & Company$4280.0%9370.2%IndustrialsLOWLowe's Companies$3980.0%1,5840.1%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$3770.0%3,7910.1%ETFLAM RESEARCH CORP$358$5 ▲1.5%2,6800.1%COM NEWVBRVanguard Small-Cap Value ETF$315$315 ▲New Holding1,5140.1%ETFAVGEAvantis All Equity Markets ETF$300$8 ▲2.8%3,6010.1%ETFMETAMeta Platforms$295$84 ▼-22.2%4030.1%Computer and TechnologyPIMCO ETF TR$270$31 ▲13.1%2,8930.1%ACTIVE BD ETFGLDSPDR Gold Shares$233$233 ▲New Holding6560.1%FinanceEHCEncompass Health$224$126 ▼-36.1%1,7710.1%MedicalTSLATesla$205$205 ▲New Holding4630.1%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
