Bcr Wealth Strategies, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$319K
Q ending 2026-03-31
Prior quarter
$302K
Q ending 2025-12-31
Change
+5.8% QoQ · +40.1% YoY
Positions
36
reported holdings
Largest positions
All 36 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| American Centy Etf Tr | AVUS | Shares | $78K | 699K |
| Dimensional Etf Trust | DXUV | Shares | $47K | 789K |
| American Centy Etf Tr | AVIG | Shares | $32K | 773K |
| Dimensional Etf Trust | DFCF | Shares | $32K | 751K |
| American Centy Etf Tr | AVDE | Shares | $29K | 341K |
| Vanguard Malvern Fds | VCRB | Shares | $27K | 343K |
| Dimensional Etf Trust | DFEM | Shares | $20K | 588K |
| Dimensional Etf Trust | DXIV | Shares | $18K | 264K |
| Vanguard Index Fds | VNQ | Shares | $13K | 147K |
| Ishares Tr | ICSH | Shares | $4K | 82K |
| Dimensional Etf Trust | DFAU | Shares | $4K | 83K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2K | 4K |
| American Centy Etf Tr | AVTM | Shares | $1K | 27K |
| Vanguard Intl Equity Index F | VEU | Shares | $1K | 16K |
| Ishares Tr | HEFA | Shares | $1K | 27K |
| American Centy Etf Tr | AVEM | Shares | $897 | 11K |
| Dimensional Etf Trust | DFAT | Shares | $799 | 13K |
| Vanguard Index Fds | VXF | Shares | $745 | 4K |
| Vanguard Intl Equity Index F | VT | Shares | $667 | 5K |
| Southern Co | SO | Shares | $642 | 7K |
| Servisfirst Bancshares Inc | SFBS | Shares | $565 | 8K |
| Apple Inc | AAPL | Shares | $540 | 2K |
| Deere & Co | DE | Shares | $527 | 937 |
| Emerson Elec Co | EMR | Shares | $476 | 4K |
| Nvidia Corporation | NVDA | Shares | $471 | 3K |
| Lam Research Corp | LRCX | Shares | $455 | 2K |
| American Centy Etf Tr | AVUV | Shares | $418 | 4K |
| Vanguard Index Fds | VBR | Shares | $416 | 2K |
| Vanguard Index Fds | VUG | Shares | $407 | 933 |
| Vanguard Mun Bd Fds | VTEB | Shares | $405 | 8K |
| American Centy Etf Tr | AVGE | Shares | $372 | 4K |
| Lowes Cos Inc | LOW | Shares | $327 | 1K |
| Spdr Gold Tr | GLD | Shares | $282 | 656 |
| Wells Fargo & Co | WFC | Shares | $270 | 3K |
| Pimco Etf Tr | BOND | Shares | $266 | 3K |
| Pepsico Inc | PEP | Shares | $236 | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.