BCR Wealth Strategies, LLC ETF holdings
Vestavia, AL
Reported $350.7M in 22 ETFs in its Form 13F for June 30, 2026.
ETF value
$350.7M
ETFs held
22
Change from prior quarter
+11.5%
With price moves
ETFs as a share of its 13F
98.5%
of $355.9M
Top 10 of 22 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AVUS | Avantis US Equity ETF | $88.3M | 689,260 | −9,737 shares |
| DXUV | Dimensional US Vector Equity ETF | $52.1M | 782,808 | −6,070 shares |
| AVIG | Avantis Core Fixed Income ETF | $35.4M | 853,777 | +80,469 shares |
| DFCF | Dimensional Core Fixed Income ETF | $34.8M | 825,494 | +74,390 shares |
| AVDE | Avantis International Equity ETF | $34.1M | 381,816 | +40,630 shares |
| VCRB | Vanguard Core Bond ETF | $29.5M | 381,880 | +38,802 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $24.8M | 611,157 | +23,474 shares |
| DXIV | Dimensional International Vector Equity ETF | $22.3M | 317,947 | +53,529 shares |
| VNQ | Vanguard Real Estate ETF | $15.0M | 155,236 | +8,433 shares |
| ICSH | iShares Ultra Short Duration Bond Active ETF | $4.6M | 91,680 | +9,316 shares |
12 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001908380. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does BCR Wealth Strategies, LLC own?
BCR Wealth Strategies, LLC reported 22 ETF positions worth $350.7M in its Form 13F for June 30, 2026. The largest was AVUS, at $88.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.