BCR Wealth Strategies, LLC - Portfolio overview

BCR Wealth Strategies, LLC has 39 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AVUS - AMERICAN CENTY ETF TR, 24.35%
2. DXUV - DIMENSIONAL ETF TRUST, 14.67%
3. AVIG - AMERICAN CENTY ETF TR, 10.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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