Bcr Wealth Strategies, LLC Top Holdings and 13F Report (2026) About Bcr Wealth Strategies, LLCInvestment ActivityBcr Wealth Strategies, LLC has $355.94 thousand in total holdings as of June 30, 2026.Bcr Wealth Strategies, LLC owns shares of 32 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 5.36% of the portfolio was purchased this quarter.About 2.34% of the portfolio was sold this quarter.This quarter, Bcr Wealth Strategies, LLC has purchased 36 new stocks and bought additional shares in 12 stocks.Bcr Wealth Strategies, LLC sold shares of 6 stocks and completely divested from 4 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $88,280DIMENSIONAL ETF TRUST $52,056Avantis Core Fixed Income ETF $35,354Dimensional Core Fixed Income ETF $34,844Avantis International Equity ETF $34,057 Largest Purchases this Quarter DIMENSIONAL ETF TRUST 53,529 shares (about $3.75K)Avantis International Equity ETF 40,630 shares (about $3.62K)Avantis Core Fixed Income ETF 80,469 shares (about $3.33K)Dimensional Core Fixed Income ETF 74,390 shares (about $3.14K)VANGUARD MALVERN FDS 38,802 shares (about $3.00K) Largest Sales this Quarter Avantis U.S. Equity ETF 9,737 shares (about $1.25K)DIMENSIONAL ETF TRUST 6,070 shares (about $403.65)Vanguard Small-Cap Value ETF 402 shares (about $97.52)NVIDIA 300 shares (about $59.93)Avantis Emerging Markets Equity ETF 424 shares (about $40.87) 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$88,280$1,247 â–¼-1.4%689,26024.8%ETFDIMENSIONAL ETF TRUST$52,056$404 â–¼-0.8%782,80814.6%DIMENSIONAL USAVIGAvantis Core Fixed Income ETF$35,354$3,332 â–²10.4%853,7779.9%ETFDFCFDimensional Core Fixed Income ETF$34,844$3,140 â–²9.9%825,4949.8%ETFAVDEAvantis International Equity ETF$34,057$3,624 â–²11.9%381,8169.6%ETFVANGUARD MALVERN FDS$29,493$2,997 â–²11.3%381,8808.3%CORE BD ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$24,837$954 â–²4.0%611,1577.0%ETFDIMENSIONAL ETF TRUST$22,256$3,747 â–²20.2%317,9476.3%INTL VEC EQU ETFVNQVanguard Real Estate ETF$14,969$813 â–²5.7%155,2364.2%ETFICSHiShares Ultra Short-Term Bond Active ETF$4,637$471 â–²11.3%91,6801.3%ETFSPYSPDR S&P 500 ETF Trust$2,7030.0%3,6200.8%ETFAMERICAN CENTY ETF TR$1,4680.0%26,9740.4%AVAN TOTA EQ ETFAVEMAvantis Emerging Markets Equity ETF$1,033$41 â–¼-3.8%10,7160.3%ETFLAM RESEARCH CORP$9220.0%2,1300.3%COM NEWDFATDimensional U.S. Targeted Value ETF$8940.0%12,8020.3%ETFVXFVanguard Extended Market ETF$8920.0%3,6240.3%ETFVTVanguard Total World Stock ETF$744$13 â–¼-1.7%4,7430.2%ETFSERVISFIRST BANCSHARES INC$6730.0%7,7610.2%COMSOSouthern$641$4 â–²0.6%6,7030.2%UtilitiesAAPLApple$623$7 â–²1.2%2,1560.2%TechnologyDEDeere & Company$5940.0%9370.2%IndustrialsEMREmerson Electric$522$2 â–²0.4%3,6510.1%IndustrialsNVDANVIDIA$480$60 â–¼-11.1%2,4030.1%TechnologyAVUVAvantis U.S. Small Cap Value ETF$4720.0%3,7910.1%ETFAVGEAvantis All Equity Markets ETF$4190.0%4,2340.1%ETFVTEBVanguard Tax-Exempt Bond ETF$4110.0%8,1300.1%ETFVBRVanguard Small-Cap Value ETF$368$98 â–¼-20.9%1,5170.1%ETFLOWLowe's Companies$305$0 â–²0.1%1,3850.1%Consumer DiscretionaryWFCWells Fargo & Company$2810.0%3,4010.1%FinancePIMCO ETF TR$2660.0%2,8930.1%ACTIVE BD ETFGLDSPDR Gold Shares$2410.0%6560.1%ETFPEPPepsiCo$2060.0%1,5260.1%Consumer StaplesDFAUDimensional US Core Equity Market ETF$0$3,736 â–¼-100.0%00.0%ETFVEUVanguard FTSE All-World ex-US ETF$0$1,199 â–¼-100.0%00.0%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$0$1,136 â–¼-100.0%00.0%ETFVUGVanguard Growth ETF$0$407 â–¼-100.0%00.0%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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 Email Me a Login Link 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.
