StockDriftsStockDriftsTop 32 BCR Wealth Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 24.8% | 689.3K | $88.3M | -1.39%(-9.74K) | $78.87(+66.71%) | 2026-06-30 | |
| DXUV | DIMENSIONAL ETF TRUST | 14.62% | 782.8K | $52.1M | -0.77%(-6.07K) | $53.26(+31.85%) | 2026-06-30 | |
| AVIG | AMERICAN CENTY ETF TR | 9.93% | 853.8K | $35.4M | +10.41%(+80.47K) | $45.23(-9.85%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 9.79% | 825.5K | $34.8M | +9.90%(+74.39K) | $42.36(-1.62%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 9.57% | 381.8K | $34.1M | +11.91%(+40.63K) | $64.71(+45.16%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 8.29% | 381.9K | $29.5M | +11.31%(+38.80K) | $77.17(-1.53%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.98% | 611.2K | $24.8M | +3.99%(+23.47K) | $24.95(+57.95%) | 2026-06-30 | |
| DXIV | DIMENSIONAL ETF TRUST | 6.25% | 317.9K | $22.3M | +20.24%(+53.53K) | $55.02(+34.88%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 4.21% | 155.2K | $15.0M | +5.74%(+8.43K) | $100.05(-3.25%) | 2026-06-30 | |
| ICSH | ISHARES TR | 1.3% | 91.7K | $4.6M | +11.31%(+9.32K) | $50.52(-0.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.06% | +40.72% | — | — | +23.76% |
| Top 20 Holdings Unweighted | +15.44% | +53.82% | — | — | +46.73% |
BCR Wealth Strategies, LLC reports $355.94M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (24.8%), DXUV (14.6%) and AVIG (9.9%). The top 20 holdings account for 98.72% of reported assets. Its disclosed equity book has returned +40.72% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BCR Wealth Strategies, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908380). View BCR Wealth Strategies, LLC’s 13F filings on SEC