Portfolio (Quarterly) Guide ↗

BCR Wealth Strategies, LLC

· CIK 0001908380

13F Portfolio $319M AUM 36 positions Filed May 1, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 15 Added 12 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	META	META PLATFORMS INC	Communication Services	403	$266K	0.09%	SOLD
2	IBM	INTERNATIONAL BUSINESS MACHS	Technology	790	$234K	0.08%	SOLD
3	TSLA	TESLA INC	Consumer Cyclical	464	$208K	0.07%	SOLD

Sector Allocation

Financial Services 48.6%

Technology 20.5%

Industrials 14.0%

Utilities 9.0%

Consumer Cyclical 4.6%

Consumer Defensive 3.3%