BCR Wealth Strategies, LLC 13F Holdings

CIK 0001908380 · VESTAVIA, AL

As of Sep 30, 2025, BCR Wealth Strategies, LLC reported 30 positions worth $284.4K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AVANTIS US EQUITY ETFAVUS—681,498$74.1K26.05%
DFA U.S. Vector Equity ETF——728,273$42.6K14.97%
AMERICAN CENTY ETF TRAVIG—677,003$28.5K10.02%
DIMENSIONAL CORE FIXED INCOME ETFDFCF—657,972$28.1K9.89%
AVANTIS INTERNATIONAL EQUITY ETFAVDEEquity340,788$26.9K9.46%
VANGUARD CORE BOND ETFVCRB—287,631$22.6K7.93%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFDFEM—563,187 8.1K6.35%
DIMENSIONAL ETF TRUSTDXIV—257,886 5.9K5.58%
VANGUARD REAL ESTATE INDEX FUNDVNQ—131,346 2.0K4.22%
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETFICSH—89,055$4.5K1.59%
SPDR S&P 500 ETF TRUSTSPY—3,662$2.4K0.86%
AVANTIS EMERGING MARKETS EQUITY ETFAVEMEquity12,084$907.00.32%
VANGUARD EXTENDED MARKET INDEX FUNDVXF—3,935$823.00.29%
DIMENSIONAL US TARGETED VALUE ETFDFAT—12,802$745.00.26%
NVIDIA CORPNVDATechnology3,338$622.00.22%
APPLE INCAAPLTechnology2,331$593.00.21%
SOUTHERN COSOUtilities6,190$586.00.21%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVT—4,249$585.00.21%
EMERSON ELECTRIC COEMRIndustrials3,757$492.00.17%
DEERE & CODEIndustrials937$428.00.15%
LOWES COMPANIES INCLOWConsumer Cyclical1,584$398.00.14%
AVANTIS US SMALL CAP VALUE ETFAVUV—3,791$377.00.13%
LAM RESEARCH CORPLRCXTechnology2,680$358.00.13%
VANGUARD SMALL-CAP VALUE INDEX FUNDVBR—1,514$315.00.11%
AMERICAN CENTY ETF TR——3,601$300.00.11%