Bcr Wealth Strategies, LLC Top Holdings and 13F Report (2026) About Bcr Wealth Strategies, LLCInvestment ActivityBcr Wealth Strategies, LLC has $319.09 thousand in total holdings as of March 31, 2026.Bcr Wealth Strategies, LLC owns shares of 36 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 5.65% of the portfolio was purchased this quarter.About 0.49% of the portfolio was sold this quarter.This quarter, Bcr Wealth Strategies, LLC has purchased 37 new stocks and bought additional shares in 15 stocks.Bcr Wealth Strategies, LLC sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $77,714DIMENSIONAL ETF TRUST $46,819Avantis Core Fixed Income ETF $32,123Dimensional Core Fixed Income ETF $31,711Avantis International Equity ETF $28,946 Largest New Holdings this Quarter 02507A606 - AMERICAN CENTY ETF TR $1,268 Holding922907746 - Vanguard Tax-Exempt Bond ETF $405 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 38,164 shares (about $2.95K)Dimensional Core Fixed Income ETF 69,529 shares (about $2.94K)Avantis Core Fixed Income ETF 69,377 shares (about $2.88K)DIMENSIONAL ETF TRUST 45,764 shares (about $2.72K)Avantis U.S. Equity ETF 18,115 shares (about $2.01K) Largest Sales this Quarter Vanguard Small-Cap Value ETF 1,168 shares (about $253.20)NVIDIA 835 shares (about $145.50)LAM RESEARCH CORP 550 shares (about $117.49)SERVISFIRST BANCSHARES INC 739 shares (about $53.80)Apple 200 shares (about $50.68) 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$77,714$2,014 ▲2.7%698,99724.4%ETFDIMENSIONAL ETF TRUST$46,819$2,716 ▲6.2%788,87814.7%DIMENSIONAL USAVIGAvantis Core Fixed Income ETF$32,123$2,882 ▲9.9%773,30810.1%ETFDFCFDimensional Core Fixed Income ETF$31,711$2,935 ▲10.2%751,1049.9%ETFAVDEAvantis International Equity ETF$28,946$29 ▼-0.1%341,1869.1%ETFVANGUARD MALVERN FDS$26,547$2,953 ▲12.5%343,0788.3%CORE BD ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$20,304$514 ▲2.6%587,6836.4%ETFDIMENSIONAL ETF TRUST$17,858$171 ▲1.0%264,4185.6%DIMENSIONAL INTLVNQVanguard Real Estate ETF$13,021$674 ▲5.5%146,8034.1%ETFICSHiShares Ultra Short-Term Bond Active ETF$4,169$92 ▲2.3%82,3641.3%ETFDFAUDimensional US Core Equity Market ETF$3,736$806 ▲27.5%82,8211.2%ETFSPYSPDR S&P 500 ETF Trust$2,3540.0%3,6200.7%FinanceAMERICAN CENTY ETF TR$1,268$1,268 ▲New Holding26,9740.4%AVANTIS TOTAL EQVEUVanguard FTSE All-World ex-US ETF$1,199$229 ▲23.5%15,9670.4%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$1,136$187 ▲19.7%26,7480.4%ETFAVEMAvantis Emerging Markets Equity ETF$897$21 ▼-2.3%11,1400.3%ETFDFATDimensional U.S. Targeted Value ETF$7990.0%12,8020.3%ETFVXFVanguard Extended Market ETF$745$20 ▼-2.6%3,6240.2%ETFVTVanguard Total World Stock ETF$667$85 ▲14.7%4,8260.2%ETFSOSouthern$642$34 ▼-5.0%6,6600.2%UtilitiesSERVISFIRST BANCSHARES INC$565$54 ▼-8.7%7,7610.2%COMAAPLApple$540$51 ▼-8.6%2,1310.2%Computer and TechnologyDEDeere & Company$5270.0%9370.2%IndustrialsEMREmerson Electric$476$18 ▼-3.6%3,6370.1%IndustrialsNVDANVIDIA$471$145 ▼-23.6%2,7030.1%Computer and TechnologyLAM RESEARCH CORP$455$117 ▼-20.5%2,1300.1%COM NEWAVUVAvantis U.S. Small Cap Value ETF$4180.0%3,7910.1%ETFVBRVanguard Small-Cap Value ETF$416$253 ▼-37.8%1,9190.1%ETFVUGVanguard Growth ETF$407$44 ▲12.3%9330.1%ETFVTEBVanguard Tax-Exempt Bond ETF$405$405 ▲New Holding8,1300.1%ETFAVGEAvantis All Equity Markets ETF$372$51 ▲15.7%4,2340.1%ETFLOWLowe's Companies$327$47 ▼-12.6%1,3840.1%Retail/WholesaleGLDSPDR Gold Shares$2820.0%6560.1%FinanceWFCWells Fargo & Company$270$30 ▼-10.1%3,4010.1%FinancePIMCO ETF TR$2660.0%2,8930.1%ACTIVE BD ETFPEPPepsiCo$236$36 ▼-13.4%1,5260.1%Consumer StaplesMETAMeta Platforms$0$266 ▼-100.0%00.0%Computer and TechnologyIBMInternational Business Machines$0$234 ▼-100.0%00.0%Computer and TechnologyTSLATesla$0$208 ▼-100.0%00.0%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. 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