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Portfolio (Quarterly) Guide ↗

BCR Wealth Strategies, LLC

· CIK 0001908380
13F Portfolio $302M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SO SOUTHERN CO Utilities 7,009.0 $611K 0.20% NEW $87.17 +9.9%
22 SFBS SERVISFIRST BANCSHARES INC Financial Services 8,500.0 $610K 0.20% NEW $71.76 +18.2%
23 VT VANGUARD INTL EQUITY INDEX F 4,209.0 $593K 0.20% NEW $140.89 +9.5%
24 EMR EMERSON ELEC CO Industrials 3,772.0 $500K 0.17% NEW $132.56 +6.7%
25 LRCX LAM RESEARCH CORP Technology 2,680.0 $458K 0.15% NEW $170.90 +119.3%
26 DE DEERE & CO Industrials 937.0 $436K 0.14% NEW $465.31 +29.1%
27 VUG VANGUARD INDEX FDS 831.0 $405K 0.13% NEW $487.36 -82.8%
28 AVUV AMERICAN CENTY ETF TR 3,791.0 $386K 0.13% NEW $101.82 +21.0%
29 LOW LOWES COS INC Consumer Cyclical 1,584.0 $381K 0.13% NEW $240.53 -7.9%
30 WFC WELLS FARGO CO NEW Financial Services 3,783.0 $352K 0.12% NEW $93.05 -9.6%
31 AVGE AMERICAN CENTY ETF TR 3,659.0 $314K 0.10% NEW $85.82 +14.1%
32 BOND PIMCO ETF TR 2,893.0 $269K 0.09% NEW $92.98 -0.7%
33 META META PLATFORMS INC Communication Services 403.0 $266K 0.09% NEW $660.05 -15.5%
34 GLD SPDR GOLD TR Financial Services 656.0 $259K 0.09% NEW $394.82 -7.3%
35 PEP PEPSICO INC Consumer Defensive 1,762.0 $252K 0.08% NEW $143.02 -0.5%
36 IBM INTERNATIONAL BUSINESS MACHS Technology 790.0 $234K 0.08% NEW $296.20 -11.2%
37 TSLA TESLA INC Consumer Cyclical 464.0 $208K 0.07% NEW $448.28 -16.2%
Page 2 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 44.3%
Technology 23.8%
Industrials 11.2%
Utilities 7.3%
Consumer Cyclical 7.1%
Communication Services 3.2%
Consumer Defensive 3.0%