BCR Wealth Strategies
BCR Wealth Strategies reported 32 stocks worth $356K in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are AVUS (24.8%), Dimensional ETF Trust (14.6%) and AVIG (9.9%). Compared with Q1 2026, the fund added to AVIG, DFCF and AVDE, trimmed AVUS, AVEM and VT and sold out of DFAU, VEU and HEFA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVUS Avantis U.s. Equity ETF | $88K | 24.8% | 689K | −9,737 (−1%) | 8 of 8 | |
| 2 | DIMENSIONAL ETF TRUST | $52K | 14.6% | 783K | −6,070 (−1%) | 8 of 8 | |
| 3 |  AVIG American Centy ETF TR | $35K | 9.9% | 854K | +80K (+10%) | 8 of 8 | |
| 4 |  DFCF Dimensional Core Fixed | $35K | 9.8% | 825K | +74K (+10%) | 8 of 8 | |
| 5 |  AVDE American Centy ETF TR | $34K | 9.6% | 382K | +41K (+12%) | 8 of 8 | |
| 6 |  VCRB Vanguard Malvern Fds | $29K | 8.3% | 382K | +39K (+11%) | 6 of 8 | |
| 7 |  DFEM Dimensional ETF Trust | $25K | 7.0% | 611K | +23K (+4%) | 8 of 8 | |
| 8 |  DXIV Dimensional ETF Trust | $22K | 6.3% | 318K | +54K (+20%) | 8 of 8 | |
| 9 |  VNQ Vanguard Index Fds | $15K | 4.2% | 155K | +8,433 (+6%) | 8 of 8 | |
| 10 |  ICSH Ishares TR | $5K | 1.3% | 92K | +9,316 (+11%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →BCR Wealth Strategies 13F FAQ
What does BCR Wealth Strategies own?
BCR Wealth Strategies reported 32 stocks worth $356K in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are AVUS (24.8%), Dimensional ETF Trust (14.6%) and AVIG (9.9%). The table above lists every position in the filing (the top 10 without an account).
What did BCR Wealth Strategies buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 11 added to, 6 trimmed and 4 sold out. It sold all of DFAU, VEU and HEFA.
When will BCR Wealth Strategies file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is BCR Wealth Strategies's portfolio worth?
The Q2 2026 filing reports $356K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.