Institutional Fund
Bcr Wealth Strategies, LLC
Vestavia, ALCIK 19083805 filings on record
Portfolio Value
$319.1K
Q1 2026
Holdings
36
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+5.8%
from $301.6K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr24.4%
- Dimensional ETF Trust14.7%
- American Centy ETF Tr10.1%
- Dimensional ETF Trust9.9%
- American Centy ETF Tr9.1%
- Vanguard Malvern Fds8.3%
- Other23.6%
Portfolio Holdings
36 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 699.0K | $77.7K | 24.4% | +18.1K | Added |
| 2 | Dimensional ETF Trust | 788.9K | $46.8K | 14.7% | +45.8K | Added |
| 3 | American Centy ETF Tr | 773.3K | $32.1K | 10.1% | +69.4K | Added |
| 4 | Dimensional ETF Trust | 751.1K | $31.7K | 9.9% | +69.5K | Added |
| 5 | American Centy ETF Tr | 341.2K | $28.9K | 9.1% | −340 | Reduced |
| 6 | Vanguard Malvern Fds | 343.1K | $26.5K | 8.3% | +38.2K | Added |
| 7 | Dimensional ETF Trust | 587.7K | $20.3K | 6.4% | +14.9K | Added |
| 8 | Dimensional ETF Trust | 264.4K | $17.9K | 5.6% | +2.5K | Added |
| 9 | Vanguard Index Fds | 146.8K | $13.0K | 4.1% | +7.6K | Added |
| 10 | Ishares Tr | 82.4K | $4.2K | 1.3% | +1.8K | Added |
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