Bcr Wealth Strategies, LLC Portfolio Holdings

Bcr Wealth Strategies, LLC

  • $258 Million
  • Q2 2025

Bcr Wealth Strategies, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $258 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $67.5M, Dimensional ETF Trust with a value of $38.4M, American Centy ETF Tr Avantis with a value of $25.9M, Dimensional ETF Tr Core Fxd In with a value of $25.7M, and American Centy ETF Tr Avantis with a value of $24.8M.

Examining the 13F form we can see an increase of $30.6M in the current position value, from $228M to 258M.

Below you can find more details about Bcr Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $258 Million
ETFs: $181 Million
Technology: $985,000
Industrials: $975,000
Utilities: $577,000
Communication Services: $382,000
Consumer Cyclical: $351,000
Healthcare: $339,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$67.5 Million 26.13% of portfolio
669,524
Q2 2025 Added 3.19%
Dimensional ETF Trust
-
$38.4 Million 14.85% of portfolio
-
Q2 2025 Added 5.26%
$0
$25.9 Million 10.03% of portfolio
622,639
Q2 2025 Added 4.67%
$0
$25.7 Million 9.95% of portfolio
608,210
Q2 2025 Added 5.39%
$0
$24.8 Million 9.6% of portfolio
335,263
Q2 2025 Added 1.17%
Vanguard Malvern Fds
-
$19.7 Million 7.64% of portfolio
-
Q2 2025 Added 64.42%
$0
$16.7 Million 6.47% of portfolio
563,100
Q2 2025 Added 4.57%
Dimensional ETF Trust
-
$14.9 Million 5.77% of portfolio
-
Q2 2025 Reduced 4.14%
$0
$11 Million 4.27% of portfolio
124,004
Q2 2025 Added 6.62%
$0
$3.71 Million 1.44% of portfolio
73,142
Q2 2025 Added 2.51%
$0
$2.37 Million 0.92% of portfolio
3,840
Q1 2025 Reduced 4.14%
$0
$922,000 0.36% of portfolio
13,458
Q2 2025 Reduced 3.78%
$0
$758,000 0.29% of portfolio
3,935
Q1 2025 Reduced 16.84%
$0
$690,000 0.27% of portfolio
12,802
Q3 2024 Reduced 0.75%
$102B
$577,000 0.22% of portfolio
6,292
Q2 2025 Added 0.11%
$456B
$514,000 0.2% of portfolio
3,255
Q2 2025 Added 0.87%
$0
$467,000 0.18% of portfolio
3,638
Q2 2025 Added 5.48%
$3.69T
$471,000 0.18% of portfolio
2,296
Q2 2025 Reduced 20.06%
$153B
$476,000 0.18% of portfolio
937
Q4 2021 New
$1.78T
$382,000 0.15% of portfolio
518
Q1 2025 Reduced 79.14%
$152B
$351,000 0.14% of portfolio
1,584
Q2 2025 Added 14.45%
$0
$345,000 0.13% of portfolio
3,791
Q3 2024 Reduced 5.51%
$11.8B
$339,000 0.13% of portfolio
2,771
Q2 2025 Reduced 26.52%
-
$271,000 0.1% of portfolio
-
Q2 2025 Added 17.54%
Lam Research Corp
-
$256,000 0.1% of portfolio
-
Q2 2025 New
$0
$235,000 0.09% of portfolio
2,559
Q2 2025 Added 3.27%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $258 Million
  • Prior Value $228 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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