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The Analysis of BCR Wealth Strategies, LLC's Holdings & P&L

Currently, BCR Wealth Strategies, LLC holds 36 types of securities in its portfolio with a total value $319.1K. In the most recent quarter, they have increased their positions in VCRB (+38.2K shares, valued at $3.0K), DFCF (+69.5K shares, valued at $2.9K), AVIG (+69.4K shares, valued at $2.9K); decreased their positions in VBR (-1.2K shares, valued at $253.19854090672226), NVDA (-835 shares, valued at $145.4994450610433), N/A (-550 shares, valued at $117.48826291079813); initiated new positions in N/A (+27.0K shares, valued at $1.3K), VTEB (+8.1K shares, valued at $405).

1M P&L

+7.1M+2.13%

3M P&L

+4.9M+1.47%

HY P&L

+28.1M+8.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A313.3K

98.7%

2Utilities - Regulated Electric0.6K

0.2%

3Banks - Regional0.6K

0.2%

Top Industries by Stock Count

1N/A25 stocks

73.5%

2Consumer Electronics1 stocks

2.9%

3Farm & Heavy Construction Machinery1 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR699.0K shares2.66%2026-03-312026-05-01

DXUV DIMENSIONAL ETF TRUST788.9K shares6.16%2026-03-312026-05-01

AVIG AMERICAN CENTY ETF TR773.3K shares9.86%2026-03-312026-05-01

DFCF DIMENSIONAL ETF TRUST751.1K shares10.20%2026-03-312026-05-01

AVDE AMERICAN CENTY ETF TR341.2K shares-0.10%2026-03-312026-05-01

VCRB VANGUARD MALVERN FDS343.1K shares12.52%2026-03-312026-05-01

DFEM DIMENSIONAL ETF TRUST587.7K shares2.59%2026-03-312026-05-01

DXIV DIMENSIONAL ETF TRUST264.4K shares0.97%2026-03-312026-05-01

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VNQ VANGUARD INDEX FDS146.8K shares5.46%2026-03-312026-05-01

ICSH ISHARES TR82.4K shares2.26%2026-03-312026-05-01

DFAU DIMENSIONAL ETF TRUST82.8K shares27.52%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T3.6K shares0.00%2026-03-312026-05-01

AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR27.0K sharesnew addition2026-03-312026-05-01

VEU VANGUARD INTL EQUITY INDEX F16.0K shares23.55%2026-03-312026-05-01

HEFA ISHARES TR26.7K shares19.72%2026-03-312026-05-01

AVEM AMERICAN CENTY ETF TR11.1K shares-2.33%2026-03-312026-05-01

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DFAT DIMENSIONAL ETF TRUST12.8K shares0.00%2026-03-312026-05-01

VXF VANGUARD INDEX FDS3.6K shares-2.55%2026-03-312026-05-01

VT VANGUARD INTL EQUITY INDEX F4.8K shares14.66%2026-03-312026-05-01

SO SOUTHERN CO6.7K shares-4.98%2026-03-312026-05-01

SFBS SERVISFIRST BANCSHARES INC7.8K shares-8.69%2026-03-312026-05-01

AAPL APPLE INC2.1K shares-8.58%2026-03-312026-05-01

DE DEERE & CO937 shares0.00%2026-03-312026-05-01

EMR EMERSON ELEC CO3.6K shares-3.58%2026-03-312026-05-01

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NVDA NVIDIA CORPORATION2.7K shares-23.60%2026-03-312026-05-01

LAM RESEARCH CORP LAM RESEARCH CORP2.1K shares-20.52%2026-03-312026-05-01

AVUV AMERICAN CENTY ETF TR3.8K shares0.00%2026-03-312026-05-01

VBR VANGUARD INDEX FDS1.9K shares-37.84%2026-03-312026-05-01

VUG VANGUARD INDEX FDS933 shares12.27%2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS8.1K sharesnew addition2026-03-312026-05-01

AVGE AMERICAN CENTY ETF TR4.2K shares15.71%2026-03-312026-05-01

LOW LOWES COS INC1.4K shares-12.63%2026-03-312026-05-01

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GLD SPDR GOLD TR656 shares0.00%2026-03-312026-05-01

WFC WELLS FARGO & CO3.4K shares-10.10%2026-03-312026-05-01

BOND PIMCO ETF TR2.9K shares0.00%2026-03-312026-05-01

PEP PEPSICO INC1.5K shares-13.39%2026-03-312026-05-01

AVUS

AMERICAN CENTY ETF TR

2.66%

Shares699.0K

Event2026-03-31

Filed2026-05-01

DXUV

DIMENSIONAL ETF TRUST

6.16%

Shares788.9K

Event2026-03-31

Filed2026-05-01

AVIG

AMERICAN CENTY ETF TR

9.86%

Shares773.3K

Event2026-03-31

Filed2026-05-01

DFCF

DIMENSIONAL ETF TRUST

10.20%

Shares751.1K

Event2026-03-31

Filed2026-05-01

AVDE

AMERICAN CENTY ETF TR

-0.10%

Shares341.2K

Event2026-03-31

Filed2026-05-01

VCRB

VANGUARD MALVERN FDS

12.52%

Shares343.1K

Event2026-03-31

Filed2026-05-01

DFEM

DIMENSIONAL ETF TRUST

2.59%

Shares587.7K

Event2026-03-31

Filed2026-05-01

DXIV

DIMENSIONAL ETF TRUST

0.97%

Shares264.4K

Event2026-03-31

Filed2026-05-01

VNQ

VANGUARD INDEX FDS

5.46%

Shares146.8K

Event2026-03-31

Filed2026-05-01

ICSH

ISHARES TR

2.26%

Shares82.4K

Event2026-03-31

Filed2026-05-01

DFAU

DIMENSIONAL ETF TRUST

27.52%

Shares82.8K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-01

AMERICAN CENTY ETF TR

New

Shares27.0K

Event2026-03-31

Filed2026-05-01

VEU

VANGUARD INTL EQUITY INDEX F

23.55%

Shares16.0K

Event2026-03-31

Filed2026-05-01

HEFA

ISHARES TR

19.72%

Shares26.7K

Event2026-03-31

Filed2026-05-01

AVEM

AMERICAN CENTY ETF TR

-2.33%

Shares11.1K

Event2026-03-31

Filed2026-05-01

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares12.8K

Event2026-03-31

Filed2026-05-01

VXF

VANGUARD INDEX FDS

-2.55%

Shares3.6K

Event2026-03-31

Filed2026-05-01

VANGUARD INTL EQUITY INDEX F

14.66%

Shares4.8K

Event2026-03-31

Filed2026-05-01

SOUTHERN CO

-4.98%

Shares6.7K

Event2026-03-31

Filed2026-05-01

SFBS

SERVISFIRST BANCSHARES INC

-8.69%

Shares7.8K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-8.58%

Shares2.1K

Event2026-03-31

Filed2026-05-01

DEERE & CO

0.00%

Shares937

Event2026-03-31

Filed2026-05-01

EMR

EMERSON ELEC CO

-3.58%

Shares3.6K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-23.60%

Shares2.7K

Event2026-03-31

Filed2026-05-01

LAM RESEARCH CORP

-20.52%

Shares2.1K

Event2026-03-31

Filed2026-05-01

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-01

VBR

VANGUARD INDEX FDS

-37.84%

Shares1.9K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

12.27%

Shares933

Event2026-03-31

Filed2026-05-01

VTEB

VANGUARD MUN BD FDS

New

Shares8.1K

Event2026-03-31

Filed2026-05-01

AVGE

AMERICAN CENTY ETF TR

15.71%

Shares4.2K

Event2026-03-31

Filed2026-05-01

LOW

LOWES COS INC

-12.63%

Shares1.4K

Event2026-03-31

Filed2026-05-01

GLD

SPDR GOLD TR

0.00%

Shares656

Event2026-03-31

Filed2026-05-01

WFC

WELLS FARGO & CO

-10.10%

Shares3.4K

Event2026-03-31

Filed2026-05-01

BOND

PIMCO ETF TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-01

PEP

PEPSICO INC

-13.39%

Shares1.5K

Event2026-03-31

Filed2026-05-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available