BCR Wealth Strategies, LLC
BCR Wealth Strategies, LLC reported 32 positions worth $355.9K as of June 30, 2026 (13F filed July 31, 2026). Largest holding: AVUS (24.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUS | SH | $88.3K | 24.80% | 689,260 | — | — | |
| ▸ 2 | DXUV | SH | $52.1K | 14.62% | 782,808 | — | — | |
| ▸ 3 | AVIG | SH | $35.4K | 9.93% | 853,777 | — | — | |
| ▸ 4 | DFCF | SH | $34.8K | 9.79% | 825,494 | — | — | |
| ▸ 5 | AVDE | SH | $34.1K | 9.57% | 381,816 | — | — | |
| ▸ 6 | VCRB | SH | $29.5K | 8.29% | 381,880 | — | — | |
| ▸ 7 | DFEM | SH | $24.8K | 6.98% | 611,157 | — | — | |
| ▸ 8 | DXIV | SH | $22.3K | 6.25% | 317,947 | — | — | |
| ▸ 9 | VNQ | SH | $15.0K | 4.21% | 155,236 | — | — | |
| ▸ 10 | ICSH | SH | $4.6K | 1.30% | 91,680 | — | — |
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Frequently Asked Questions
What stocks does BCR Wealth Strategies, LLC hold as of Q2 2026?
BCR Wealth Strategies, LLC reported 32 positions worth $355.9K in its Q2 2026 13F filing. Largest positions: AVUS (24.8%), DXUV (14.6%), AVIG (9.9%), DFCF (9.8%) and AVDE (9.6%).
What did BCR Wealth Strategies, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BCR Wealth Strategies, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.