Data as of Q4 2025 (Dec 31, 2025)

BCR Wealth Strategies, LLC

•CIK: 1908380•Filing: Q4 2025

**BCR Wealth Strategies, LLC** manages $302M across a concentrated portfolio of 37 positions. The strategy exhibits significant conviction, highlighted by the top holding in AVUS at $76.1M. Notable allocations include substantial exposure to DXUV ($44.4M) and AVIG ($29.5M). This positioning suggests a focus on targeted sector opportunities within the current market cycle.

Total AUM
$301.6M
QoQ Performance
+6.1%
Positions
22
Top 10 Concentration
93.9%
Latest Filing
Q4 2025

Top Holdings Allocation

AVUS
DXUV
AVIG
DFCF
AVDE
VCRB
DFEM
DXIV
AVUS25.2%
DXUV14.7%
AVIG9.8%
DFCF9.6%
AVDE9.3%
VCRB7.9%
DFEM6.3%
DXIV5.7%

📈 Biggest Buys

DFAU
DIMENSIONAL ETF TRUST
NEW
1.0% of portfolio
VCRB
VANGUARD MALVERN FDS
+6.0%
7.9% of portfolio
AVIG
AMERICAN CENTY ETF TR
+4.0%
9.8% of portfolio
DFCF
DIMENSIONAL ETF TRUST
+3.6%
9.6% of portfolio
VEU
VANGUARD INTL EQUITY INDEX F
NEW
0.3% of portfolio

📉 Biggest Sells

ICSH
ISHARES TR
-9.6%
1.4% of portfolio
AVUS
AMERICAN CENTY ETF TR
-0.1%
25.2% of portfolio
AVEM
AMERICAN CENTY ETF TR
-5.6%
0.3% of portfolio
VXF
VANGUARD INDEX FDS
-5.5%
0.3% of portfolio
SPY
SPDR S&P 500 ETF TR
-1.1%
0.8% of portfolio

Sector Breakdown

Other97.7%
ETF0.8%
Technology0.7%
Utilities0.2%
Consumer0.2%
Industrial0.1%
Financial0.1%
Consumer Staples0.1%

🚪 Exited Positionssold since Q3 2025

EHC
ENCOMPASS HEALTH CORP
SOLD
$224.0K

Changes from Q3 2025

NEW8 new positions
↑14 increased
↓6 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AVUS25.2%
AMERICAN CENTY ETF TR
$76.1M
DXUV14.7%
DIMENSIONAL ETF TRUST
$44.4M
AVIG9.8%
AMERICAN CENTY ETF TR
$29.5M
DFCF9.6%
DIMENSIONAL ETF TRUST
$29.0M
AVDE9.3%
AMERICAN CENTY ETF TR
$28.1M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.