0001842974-25-000003.txt : 20250509
0001842974-25-000003.hdr.sgml : 20250509
20250509142147
ACCESSION NUMBER: 0001842974-25-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20250331
FILED AS OF DATE: 20250509
DATE AS OF CHANGE: 20250509
EFFECTIVENESS DATE: 20250509
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BCR Wealth Strategies, LLC
CENTRAL INDEX KEY: 0001908380
ORGANIZATION NAME:
EIN: 943423851
STATE OF INCORPORATION: AL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21790
FILM NUMBER: 25929675
BUSINESS ADDRESS:
STREET 1: 1952 URBAN CENTER PARKWAY
CITY: VESTAVIA
STATE: AL
ZIP: 35173
BUSINESS PHONE: 205-298-1234
MAIL ADDRESS:
STREET 1: 1952 URBAN CENTER PARKWAY
CITY: VESTAVIA
STATE: AL
ZIP: 35173
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001908380
XXXXXXXX
03-31-2025
03-31-2025
BCR Wealth Strategies, LLC
1952 URBAN CENTER PARKWAY
VESTAVIA
AL
35173
13F HOLDINGS REPORT
028-21790
N
Cindi Hill
Filing Agent
6197955986
Cindi Hill
San Diego
CA
05-09-2025
0
26
227736
false
INFORMATION TABLE
2
bcr13fexport03312025.xml
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
330
3791
SH
SOLE
0
0
3791
AMERICAN CENTY ETF TR
US EQT ETF
025072885
59938
648829
SH
SOLE
0
0
648829
AMERICAN CENTY ETF TR
INTL EQT ETF
025072703
21961
331389
SH
SOLE
0
0
331389
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
841
13986
SH
SOLE
0
0
13986
AMERICAN CENTY ETF TR
AVANTIS CORE FI
025072562
24620
594831
SH
SOLE
0
0
594831
AMERICAN CENTY ETF TR
AVANTIS ALL EQT
025072232
212
2981
SH
SOLE
0
0
2981
APPLE INC
COM
037833100
637
2872
SH
SOLE
0
0
2872
DEERE & CO
COM
244199105
439
937
SH
SOLE
0
0
937
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
659
12802
SH
SOLE
0
0
12802
DIMENSIONAL ETF TRUST
CORE FIXED INCOM
25434V872
24272
577098
SH
SOLE
0
0
577098
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
25434V732
14248
538480
SH
SOLE
0
0
538480
DIMENSIONAL ETF TRUST
DIMENSIONAL INTL
25434V542
13898
267847
SH
SOLE
0
0
267847
DIMENSIONAL ETF TRUST
DIMENSIONAL US
25434V559
33778
672151
SH
SOLE
0
0
672151
EMERSON ELEC CO
COM
291011104
392
3578
SH
SOLE
0
0
3578
ENCOMPASS HEALTH CORP
COM
29261A100
381
3771
SH
SOLE
0
0
3771
ISHARES TR
ULTRA SHORT-TERM
46434V878
3617
71348
SH
SOLE
0
0
71348
LOWES COS INC
COM
548661107
322
1384
SH
SOLE
0
0
1384
META PLATFORMS INC
CL A
30303M102
298
518
SH
SOLE
0
0
518
NVIDIA CORPORATION
COM
67066G104
349
3227
SH
SOLE
0
0
3227
PIMCO ETF TR
ACTIVE BD ETF
72201R775
229
2478
SH
SOLE
0
0
2478
SOUTHERN CO
COM
842587107
577
6285
SH
SOLE
0
0
6285
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2148
3840
SH
SOLE
0
0
3840
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
10529
116300
SH
SOLE
0
0
116300
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
677
3935
SH
SOLE
0
0
3935
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
399
3449
SH
SOLE
0
0
3449
VANGUARD MALVERN FDS
CORE BD ETF
922020748
11985
154792
SH
SOLE
0
0
154792