account_balance

Investment manager · 13F filer · SEC CIK 1908380

BCR Wealth Strategies, LLC

Reported value$356Mas of Sep 30, 2026
Positions32 1 new, 1 sold out
Top 10 weight95.8%AVUS alone is 25%
FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVUS American Centy ETF Tr 24.6% Held
DXUV Dfa Invt Dimensions Group In 14.7% Held
AVDE American Centy ETF Tr 9.8% Held
AVIG American Centy ETF Tr 9.8% Added +3%
DFCF Dimensional ETF Trust 9.6% Added +3%
VCRB Vanguard Malvern FDS 8.2% Added +4%
DFEM Dimensional ETF Trust 7.0% Added +3%
DXIV Dimensional ETF Trust 6.6% Added +3%
VNQ Vanguard Index FDS 4.0% Held
ICSH iShares Tr 1.4% Added +7%
SPY SPDR S&P 500 ETF Trust 0.8% Held
AVTM American Centy ETF Tr 0.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Jul 31, 2026 filing
add_circleNew
arrow_upwardAdded
  • ICSH +7%
  • VCRB +4%
  • DFCF +3%
  • DFEM +3%
arrow_downwardTrimmed
  • VT −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast