SEC 13F Intelligence

Managers / Q4 2022 · view latest →

BCR Wealth Strategies, LLC

CIK 0001908380 · 1952 URBAN CENTER PARKWAY, VESTAVIA, AL, 35173 · 205-298-1234

Reported Value
$116M
Q4 2022
Positions
17
Filings on Record
18
2022–present window
Filed
Jan 30, 2023
original filing

Summary

Bcr Wealth Strategies, LLC reported $116M in U.S.-listed holdings across 17 positions for Q4 2022.

The portfolio is heavily concentrated: AVUS alone accounts for 69.9% of reported value.

Compared with Q3 2022, the fund opened 0 new positions and exited 94.

Portfolio Metrics

Turnover
+3.0%
vs prior filed quarter
Top-10 Concentration
+100.0%
share of reported value
Largest Position
+69.9%
American Centy Etf Tr

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $106MQ4 ’21Q1 ’22: $105MQ2 ’22: $97MQ3 ’22: $98MQ3 ’22Q4 ’22: $116MQ1 ’23: $125MQ2 ’23: $129MQ2 ’23Q3 ’23: $126MQ4 ’23: $139MQ1 ’24: $148MQ1 ’24Q2 ’24: $154MQ3 ’24: $212MQ4 ’24: $214MQ4 ’24Q1 ’25: $228MQ2 ’25: $258MQ3 ’25: $284MQ3 ’25Q4 ’25: $302MQ1 ’26: $319Mfilingsflow.com

Portfolio Composition

By security type
ETP: 98.1%Common Stock: 1.9%
  • ETP · 98.1% · $114M
  • Common Stock · 1.9% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DFCFDIMENSIONAL ETF TRUSTADDED+247.4K449.2K+$10M$19M
AAPLAPPLE INCSOLD OUT1.8K0$255,000$0
MUBISHARES TRSOLD OUT1.7K0$177,000$0
PROASSURANCE CORPSOLD OUT8.9K0$173,000$0
BIVVANGUARD BD INDEX FDSSOLD OUT2.1K0$157,000$0
BNDXVANGUARD CHARLOTTE FDSSOLD OUT3.2K0$153,000$0
BONDPIMCO ETF TRSOLD OUT1.5K0$137,000$0
RYROYAL BK CDASOLD OUT1.5K0$135,000$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2022

10 positions (from 17 filing rows — )
#IssuerClass% PortfolioValueShares
1AVUSAMERICAN CENTY ETF TRUS EQT ETF · AVANTIS CORE FI · INTL EQT ETF · AVANTIS EMGMKT · US SML CP VALU69.94%$81M1.45M
2DFCFDIMENSIONAL ETF TRUSTCORE FIXED INCOM · EMERGING MKTS CO · US TARGETED VLU18.41%$21M556.5K
3VNQVANGUARD INDEX FDSREAL ESTATE ETF · EXTEND MKT ETF7.28%$8M99.3K
4SPYSPDR S&P 500 ETF TRhistory →TR UNIT1.60%$2M4.9K
5ICSHISHARES TRBLACKROCK ULTRA0.91%$1M21.1K
6EHCENCOMPASS HEALTH CORPCOM0.57%$665,00011.1K
7SOSOUTHERN COCOM0.38%$444,0006.2K
8DEDEERE & COCOM0.35%$401,000937
9EMREMERSON ELEC COCOM0.28%$327,0003.4K
10METAMETA PLATFORMS INCCL A0.28%$319,0002.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$319M36May 1, 202613F-HRchanges · EDGAR ↗
Q4 2025$302M37Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$284M30Oct 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$258M27Jul 25, 202513F-HRchanges · EDGAR ↗
Q1 2025$228M26May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$214M26Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$212M24Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$154M30Jul 26, 202413F-HRchanges · EDGAR ↗
Q1 2024$148M21May 3, 202413F-HRchanges · EDGAR ↗
Q4 2023$139M19Jan 26, 202413F-HRchanges · EDGAR ↗
Q3 2023$126M19Oct 20, 202313F-HRchanges · EDGAR ↗
Q2 2023$129M19Jul 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$125M18May 5, 202313F-HRchanges · EDGAR ↗
Q4 2022$116M17Jan 30, 202313F-HRchanges · EDGAR ↗
Q3 2022$98M111Nov 4, 202213F-HRchanges · EDGAR ↗
Q2 2022$97M116Jul 22, 202213F-HRchanges · EDGAR ↗
Q1 2022$105M117Apr 29, 202213F-HRchanges · EDGAR ↗
Q4 2021$106M122Feb 11, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.