Portfolio (Quarterly) Guide ↗

BCR Wealth Strategies, LLC

· CIK 0001908380

13F Portfolio $356M AUM 32 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 10 Added 6 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DFAU	DIMENSIONAL ETF TRUST	—	82,821	$3.7M	1.17%	SOLD
2	VEU	VANGUARD INTL EQUITY INDEX F	—	15,967	$1.2M	0.38%	SOLD
3	HEFA	ISHARES TR	—	26,748	$1.1M	0.36%	SOLD
4	VUG	VANGUARD INDEX FDS	—	933	$407K	0.13%	SOLD

Sector Allocation

Financial Services 47.6%

Technology 24.7%

Industrials 13.6%

Utilities 7.8%

Consumer Cyclical 3.7%

Consumer Defensive 2.5%