DOSSIER · 13F-HR · Q1 2026

BCR Wealth Strategies, LLC

BCR Wealth Strategies's asset manager based in London, UK — $319,088 in tracked AUM across 36 positions as of Q1 2026.

BW

BCR Wealth Strategies·London, UK·Asset Manager

CIK 0001908380 · last filed Mar 31, 2026

Total AUM

$319,088

▲ 8.6%

vs prior

Holdings

36

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

Top sector

Tech

35% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

SEC 13F Filing Analysis: BCR Wealth Strategies, LLC

1. Portfolio Overview

The filing for BCR Wealth Strategies, LLC (CIK: 0001908380) reveals a substantial portfolio expansion during the quarter ended December 31, 2025. The total portfolio value surged by 164.1%, growing from $114.17K to $301.57K. This significant increase in assets under management (AUM) suggests a potential influx of new client capital or a consolidation of accounts during this period.

The portfolio curr...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

AMERICAN CENTY ETF TR

$77,714699K24.4%

02

DIMENSIONAL ETF TRUST

$46,819789K14.7%

03

AMERICAN CENTY ETF TR

$32,123773K10.1%

04

DIMENSIONAL ETF TRUST

$31,711751K9.9%

05

AMERICAN CENTY ETF TR

$28,946341K9.1%

06

VANGUARD MALVERN FDS

$26,547343K8.3%

07

DIMENSIONAL ETF TRUST

$20,304588K6.4%

08

DIMENSIONAL ETF TRUST

$17,858264K5.6%

09

VANGUARD INDEX FDS

$13,021147K4.1%

10

ISHARES TR

$4,16982K1.3%

Filing history

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