13F Filings History of BCR Wealth Strategies, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$301,570,000
Signature - Title
Cindi Hill - Filing Agent
Location
Vestavia, AL
Summary
This page shows a list of all the recent 13F filings made by BCR Wealth Strategies, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BCR Wealth Strategies, LLC reported 37 stock holdings with total value $301,570,000 as of Q4 2025. Top holdings included AVUS, DXUV, AVIG, DFCF, and AVDE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 37 $301,570,000 +$12,916,790 -$854,890 +$12,061,900 AVUS, DXUV, AVIG, DFCF, AVDE 13F-HR 23 Jan 2026, 16:19
Q3 2025 30 $284,351,000 +$12,421,136 -$442,002 +$11,979,134 AVUS, DXUV, AVIG, DFCF, AVDE 13F-HR 10 Oct 2025, 16:09
Q2 2025 27 $258,336,000 +$16,406,014 -$919,774 +$15,486,240 AVUS, DXUV, AVIG, DFCF, AVDE 13F-HR 24 Jul 2025, 17:49
Q1 2025 26 $227,736,000 +$16,869,273 -$1,876,286 +$14,992,987 AVUS, DXUV, AVIG, DFCF, AVDE 13F-HR 09 May 2025, 14:21
Q4 2024 26 $213,788,000 +$8,398,770 -$1,017,484 +$7,381,286 AVUS, DXUV, AVIG, DFCF, AVDE 13F-HR 29 Jan 2025, 16:07
Q3 2024 24 $211,874,000 +$52,123,074 -$3,156,337 +$48,966,737 AVUS, DXUV, AVIG, DFCF, AVDE 13F-HR 18 Oct 2024, 11:59
Q2 2024 30 $153,689,000 +$7,716,387 -$1,528,351 +$6,188,036 AVUS, AVIG, DFCF, AVDE, DFEM 13F-HR 26 Jul 2024, 16:38
Q1 2024 21 $147,726,000 +$2,441,503 -$620,941 +$1,820,562 AVUS, AVIG, DFCF, AVDE, DFEM 13F-HR 03 May 2024, 12:07
Q4 2023 19 $139,480,000 +$3,376,409 -$632,117 +$2,744,292 AVUS, AVIG, DFCF, AVDE, DFEM 13F-HR 26 Jan 2024, 12:27
Q3 2023 19 $125,506,000 +$2,014,482 -$1,409,398 +$605,084 AVUS, AVIG, DFCF, AVDE, DFEM 13F-HR 20 Oct 2023, 16:50
Q2 2023 19 $129,285,000 +$1,676,148 -$831,908 +$844,240 AVUS, AVIG, DFCF, AVDE, VNQ 13F-HR 14 Jul 2023, 13:45
Q1 2023 18 $125,392,000 +$5,669,094 -$733,549 +$4,935,545 AVUS, AVIG, DFCF, AVDE, VNQ 13F-HR 05 May 2023, 12:32
Q4 2022 17 $115,922,000 +$14,452,363 -$3,127,640 +$11,324,723 AVUS, AVIG, DFCF, AVDE, VNQ 13F-HR 30 Jan 2023, 15:53
Q3 2022 98 $97,488,000 +$7,077,427 -$188,262 +$6,889,165 AVUS, AVIG, AVDE, DFCF, VNQ 13F-HR 04 Nov 2022, 16:05
Q2 2022 102 $96,753,000 +$7,120,954 -$665,897 +$6,455,057 AVUS, AVIG, AVDE, VNQ, DFCF 13F-HR 22 Jul 2022, 14:34
Q1 2022 108 $104,535,000 +$4,406,250 -$248,243 +$4,158,007 AVUS, AVIG, AVDE, VNQ, SPY 13F-HR 28 Apr 2022, 19:29
Q4 2021 113 $105,676,000 $0 $0 $0 AVUS, AVIG, AVDE, VNQ, SPY 13F-HR 11 Feb 2022, 11:21