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CIK: 0001908380
Total reported value
$355.9M
$355.9M
27 檔
51.2%
According to the latest 13F quarterly dataset, BCR Wealth Strategies, LLC managed an equity portfolio of $355.9M at the end of Q2 2025, spanning 27 distinct U.S. exchange-listed positions.
During Q2 2025, BCR Wealth Strategies, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 26.13% | +0.44% | +3.19% | |
| 2 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 14.85% | -0.05% | +5.26% | |
| 3 | AVIG | Avantis Core Fixed Income | ETF-Other | 10.03% | -0.14% | +4.67% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.95% | -0.15% | +5.39% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 9.60% | +0.50% | +1.17% | |
| 6 | VCRB | Vanguard Core Bond ETF | ETF-Other | 7.64% | -0.03% | +64.42% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.47% | +0.62% | +4.57% | |
| 8 | DXIV | Dimensional Intr Vtor E ETF | ETF-Other | 5.77% | +0.65% | -4.14% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.27% | +0.13% | +6.62% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.44% | -0.01% | +2.51% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | +0.02% | — | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.36% | +0.01% | -3.78% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.29% | +0.02% | — | |
| 14 | DFAT | Dimensional US Target Value | ETF-Other | 0.27% | — | — | |
| 15 | SO | Southern Co/the | Stock-Utilities | 0.22% | -0.02% | +0.11% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | -0.02% | +0.87% | |
| 17 | EMR | Emerson Electric Co | Stock-Industrials | 0.19% | — | +4.61% | |
| 18 | DE | Deere & Co | Stock-Industrials | 0.18% | — | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.18% | +0.01% | -20.06% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.18% | — | +5.48% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | — | — | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.14% | -0.01% | +14.45% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.13% | — | — | |
| 24 | EHC | Encompass Health CORP | Stock-Healthcare | 0.13% | — | -26.52% | |
| 25 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.10% | — | +17.54% | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 0.10% | +0.12% | — | |
| 27 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.09% | -0.01% | +3.27% |
According to official SEC Form 13F filings, BCR Wealth Strategies, LLC reported a total U.S. public equity portfolio value of $355.9M across 27 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AVUS, DXUV, AVIG) accounted for 51.2% of total reported equity market value during Q2 2025.
During Q2 2025, BCR Wealth Strategies, LLC's top holdings by market value included AVUS (26.1%)、DXUV (14.8%)、AVIG (10.0%). The largest single position, AVUS, represented 26.1% of total portfolio value.
In Q2 2025, BCR Wealth Strategies, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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