BCR Wealth Strategies, LLC
CIK: 0001908380SEC EDGAR →
Portfolio Value
$301.6M
Holdings
37
As of
Q4 2025
New Positions
8
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 680,882 | $76.1M | 25.24% |
| 2 | DIMENSIONAL ETF TRUST | 743,114 | $44.4M | 14.73% |
| 3 | AMERICAN CENTY ETF TR | 703,931 | $29.5M | 9.79% |
| 4 | DIMENSIONAL ETF TRUST | 681,575 | $29.0M | 9.62% |
| 5 | AMERICAN CENTY ETF TR | 341,526 | $28.1M | 9.32% |
| 6 | VANGUARD MALVERN FDS | 304,914 | $23.8M | 7.88% |
| 7 | DIMENSIONAL ETF TRUST | 572,820 | $18.9M | 6.28% |
| 8 | DIMENSIONAL ETF TRUST | 261,886 | $17.0M | 5.65% |
| 9 | VANGUARD INDEX FDS | 139,206 | $12.3M | 4.08% |
| 10 | ISHARES TR | 80,543 | $4.1M | 1.35% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $7.610944423295103e+86T | 0.0% |
| Technology | 4 | $659.6T | 0.0% |
| Industrials | 2 | $500.4M | 0.0% |
| Consumer Cyclical | 2 | $381.2M | 0.0% |
| Utilities | 1 | $611K | 0.0% |
| Communication Services | 1 | $266K | 0.0% |
| Unknown | 1 | $259K | 0.0% |
| Consumer Defensive | 1 | $252K | 0.0% |