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

Currently, BCR Wealth Strategies, LLC holds 32 types of securities in its portfolio with a total value $355.9K. In the most recent quarter, they have increased their positions in DXIV (+53.5K shares, valued at $3.7K), AVDE (+40.6K shares, valued at $3.6K), AVIG (+80.5K shares, valued at $3.3K); decreased their positions in AVUS (-9.7K shares, valued at $1.2K), DXUV (-6.1K shares, valued at $403.64932397216177), VBR (-402 shares, valued at $97.51878707976269).

1M P&L

+1.8M+0.51%

3M P&L

+11.5M+3.31%

HY P&L

+24.9M+7.50%

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/A346.5K

98.7%

2Semiconductor Equipment & Materials0.9K

0.3%

3Banks - Regional0.7K

0.2%

Top Industries by Stock Count

1N/A20 stocks

69.0%

2Consumer Electronics1 stocks

3.4%

3Farm & Heavy Construction Machinery1 stocks

3.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR689.3K shares-1.39%2026-06-302026-07-31

DXUV DIMENSIONAL ETF TRUST782.8K shares-0.77%2026-06-302026-07-31

AVIG AMERICAN CENTY ETF TR853.8K shares10.41%2026-06-302026-07-31

DFCF DIMENSIONAL ETF TRUST825.5K shares9.90%2026-06-302026-07-31

AVDE AMERICAN CENTY ETF TR381.8K shares11.91%2026-06-302026-07-31

VCRB VANGUARD MALVERN FDS381.9K shares11.31%2026-06-302026-07-31

DFEM DIMENSIONAL ETF TRUST611.2K shares3.99%2026-06-302026-07-31

DXIV DIMENSIONAL ETF TRUST317.9K shares20.24%2026-06-302026-07-31

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VNQ VANGUARD INDEX FDS155.2K shares5.74%2026-06-302026-07-31

ICSH ISHARES TR91.7K shares11.31%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.6K shares0.00%2026-06-302026-07-31

AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR27.0K shares0.00%2026-06-302026-07-31

AVEM AMERICAN CENTY ETF TR10.7K shares-3.81%2026-06-302026-07-31

LRCX LAM RESEARCH CORP2.1K shares0.00%2026-06-302026-07-31

DFAT DIMENSIONAL ETF TRUST12.8K shares0.00%2026-06-302026-07-31

VXF VANGUARD INDEX FDS3.6K shares0.00%2026-06-302026-07-31

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VT VANGUARD INTL EQUITY INDEX F4.7K shares-1.72%2026-06-302026-07-31

SFBS SERVISFIRST BANCSHARES INC7.8K shares0.00%2026-06-302026-07-31

SOUTHERN CO SOUTHERN CO6.7K shares0.65%2026-06-302026-07-31

AAPL APPLE INC2.2K shares1.17%2026-06-302026-07-31

DE DEERE & CO937 shares0.00%2026-06-302026-07-31

EMR EMERSON ELEC CO3.7K shares0.38%2026-06-302026-07-31

NVDA NVIDIA CORPORATION2.4K shares-11.10%2026-06-302026-07-31

AVUV AMERICAN CENTY ETF TR3.8K shares0.00%2026-06-302026-07-31

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AVGE AMERICAN CENTY ETF TR4.2K shares0.00%2026-06-302026-07-31

VTEB VANGUARD MUN BD FDS8.1K shares0.00%2026-06-302026-07-31

VBR VANGUARD INDEX FDS1.5K shares-20.95%2026-06-302026-07-31

LOW LOWES COS INC1.4K shares0.07%2026-06-302026-07-31

WFC WELLS FARGO & CO3.4K shares0.00%2026-06-302026-07-31

BOND PIMCO ETF TR2.9K shares0.00%2026-06-302026-07-31

GLD SPDR GOLD TR656 shares0.00%2026-06-302026-07-31

PEP PEPSICO INC1.5K shares0.00%2026-06-302026-07-31

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AVUS

AMERICAN CENTY ETF TR

-1.39%

Shares689.3K

Event2026-06-30

Filed2026-07-31

DXUV

DIMENSIONAL ETF TRUST

-0.77%

Shares782.8K

Event2026-06-30

Filed2026-07-31

AVIG

AMERICAN CENTY ETF TR

10.41%

Shares853.8K

Event2026-06-30

Filed2026-07-31

DFCF

DIMENSIONAL ETF TRUST

9.90%

Shares825.5K

Event2026-06-30

Filed2026-07-31

AVDE

AMERICAN CENTY ETF TR

11.91%

Shares381.8K

Event2026-06-30

Filed2026-07-31

VCRB

VANGUARD MALVERN FDS

11.31%

Shares381.9K

Event2026-06-30

Filed2026-07-31

DFEM

DIMENSIONAL ETF TRUST

3.99%

Shares611.2K

Event2026-06-30

Filed2026-07-31

DXIV

DIMENSIONAL ETF TRUST

20.24%

Shares317.9K

Event2026-06-30

Filed2026-07-31

VNQ

VANGUARD INDEX FDS

5.74%

Shares155.2K

Event2026-06-30

Filed2026-07-31

ICSH

ISHARES TR

11.31%

Shares91.7K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-31

AMERICAN CENTY ETF TR

0.00%

Shares27.0K

Event2026-06-30

Filed2026-07-31

AVEM

AMERICAN CENTY ETF TR

-3.81%

Shares10.7K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-31

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-31

VXF

VANGUARD INDEX FDS

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-31

VANGUARD INTL EQUITY INDEX F

-1.72%

Shares4.7K

Event2026-06-30

Filed2026-07-31

SFBS

SERVISFIRST BANCSHARES INC

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-31

SOUTHERN CO

0.65%

Shares6.7K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

1.17%

Shares2.2K

Event2026-06-30

Filed2026-07-31

DEERE & CO

0.00%

Shares937

Event2026-06-30

Filed2026-07-31

EMR

EMERSON ELEC CO

0.38%

Shares3.7K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

-11.10%

Shares2.4K

Event2026-06-30

Filed2026-07-31

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-31

AVGE

AMERICAN CENTY ETF TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-31

VTEB

VANGUARD MUN BD FDS

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-31

VBR

VANGUARD INDEX FDS

-20.95%

Shares1.5K

Event2026-06-30

Filed2026-07-31

LOW

LOWES COS INC

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-31

WFC

WELLS FARGO & CO

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-31

BOND

PIMCO ETF TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD TR

0.00%

Shares656

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available