BCR Wealth Strategies, LLC: 13F holdings
CIK 19083802026Q2
| Positions | 32 |
|---|
| Reported value | $355.9m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 32 (-4 vs prior quarter) |
|---|
| Reported value | $355.9m (+11.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUS AMERICAN CENTY ETF TR | 689,260 | $88.3m | 24.8% |
| DIMENSIONAL ETF TRUST | 782,808 | $52.1m | 14.6% |
| AVIG AMERICAN CENTY ETF TR | 853,777 | $35.4m | 9.9% |
| DFCF DIMENSIONAL ETF TRUST | 825,494 | $34.8m | 9.8% |
| AVDE AMERICAN CENTY ETF TR | 381,816 | $34.1m | 9.6% |
| VCRB VANGUARD MALVERN FDS | 381,880 | $29.5m | 8.3% |
| DFEM DIMENSIONAL ETF TRUST | 611,157 | $24.8m | 7.0% |
| DIMENSIONAL ETF TRUST | 317,947 | $22.3m | 6.3% |
| VNQ VANGUARD INDEX FDS | 155,236 | $15.0m | 4.2% |
| ICSH ISHARES TR | 91,680 | $4.6m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1908380")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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