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BCR Wealth Strategies, LLC
BCR Wealth Strategies, LLC is a fee-only fiduciary financial advisory and investment management firm headquartered in Vestavia (greater Birmingham), Alabama. Founded in Alabama and registered with the SEC, the firm provides highly customized financial planning and investment solutions primarily for individuals, high-net-worth clients, and select institutional clients. The team includes Certified Financial Planner™ professionals and CPAs dedicated to optimizing clients’ after-tax net worth. The firm was founded in 2011 and supports approximately 10–13 employees, serving over 1,000 client accounts.
Investment Strategy
BCR Wealth Strategies focuses on providing tailored, client-centric investment solutions using a holistic, fee-only fiduciary approach. The firm emphasizes individualized financial planning and investment management, avoiding proprietary or commission-based products. By providing evidence-based investment strategies, the team seeks to maximize clients’ after-tax net worth and long-term return expectations, utilizing diversified portfolios and ongoing portfolio management. Their approach is centered on long-term growth, tax efficiency, and high-touch, personalized counsel for individuals and families.
Latest 13F Filing Activity
BCR Wealth Strategies, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 30 equity positions with a total 13F market value of $284M. The fund increased holdings in American Centy Etf TR, Dimensional Etf Trust, Vanguard Malvern FDS among other positions. BCR Wealth Strategies, LLC reduced exposure to Encompass Health Corp., Meta Platforms Inc., Deere & Co. among others.
Top Holdings
Equity Positions (30)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUS | AMERICAN CENTY ETF TR | 26.05% | $74.1M | 681,498 | $80.75 | $108.70 | +$6.6M |
D DXUV | DIMENSIONAL ETF TRUST | 14.97% | $42.6M | 728,273 | $52.86 | $58.44 | +$4.2M |
A AVIG | AMERICAN CENTY ETF TR | 10.02% | $28.5M | 677,003 | $46.00 | $42.08 | +$2.6M |
D DFCF | DIMENSIONAL ETF TRUST | 9.89% | $28.1M | 657,972 | $42.05 | $42.76 | +$2.4M |
A AVDE | AMERICAN CENTY ETF TR | 9.46% | $26.9M | 340,788 | $62.40 | $78.90 | +$2.1M |
Industry Allocation
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