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
📉 Biggest Sells
Sector Breakdown
Other97.7%
ETF0.8%
Technology0.7%
Utilities0.2%
Consumer0.2%
Industrial0.1%
Financial0.1%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑14 increased
↓6 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022