BCR Wealth Strategies, LLC

CIK

1908380

Location

VESTAVIA, AL

Portfolio Value

Micro $8,197,505

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,168 / 8,517 ▲ 271

Top Industry

Semiconductor Equipment & Materials 17.6%

3Y Alpha vs SPY

+15.7%

Period ended 46 days ago

Filed Jul 31, 2026 · 15d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+154.5%

SPY

+75.3%

Annualised alpha

+16.0%

Max drawdown

−20.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

12 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

33.0%

+5.4 pts

Top 5

67.9%

+3.6 pts

Top 10

94.5%

+3.8 pts

HHI

1,569

Moderately concentrated+265

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	35.9%	$2,944,964	2
Technology	24.7%	$2,027,668	3
Industrials	13.6%	$1,117,007	2
Financial Services	11.6%	$954,324	2
Utilities	7.8%	$641,544	1
Consumer Cyclical	3.7%	$305,378	1
Consumer Defensive	2.5%	$206,620	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
SO	Southern Co	+43	6,703	$641,544
AAPL	Apple Inc.	+25	2,156	$623,860
EMR	Emerson Electric Co	+14	3,651	$522,640
LOW	Lowes Companies Inc	+1	1,385	$305,378
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
NVDA	Nvidia Corp	−300	2,403	$480,816
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	15,967	$1,199,121
VXF	Vanguard Extended Market ETF	3,624	$745,819
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

12 tracked positions · $8,197,505 total · filing declares 32 positions · $355,941 · as of Jun 30, 2026

All sectors Consumer Cyclical Consumer Defensive Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Held	3,620	0	$2,703,307	+14.8%	32.98%
LRCX	Lam Research Corp Technology	Held	2,130	0	$922,992	+102.8%	11.26%
SFBS	ServisFirst Bancshares, Inc. Financial Services	Held	7,761	0	$673,266	—	8.21%
SO	Southern Co Utilities	Added	6,703	+43	$641,544	−0.2%	7.83%
AAPL	Apple Inc. Technology	Added	2,156	+25	$623,860	+15.4%	7.61%
DE	Deere & Co Industrials	Held	937	0	$594,367	+12.6%	7.25%
EMR	Emerson Electric Co Industrials	Added	3,651	+14	$522,640	+9.7%	6.38%
NVDA	Nvidia Corp Technology	Reduced	2,403	-300	$480,816	+2.0%	5.87%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,385	+1	$305,378	−6.6%	3.73%
WFC	Wells Fargo & Company/Mn Financial Services	Held	3,401	0	$281,058	+3.8%	3.43%
GLD	Spdr Gold Trust	Held	656	0	$241,657	−14.4%	2.95%
PEP	Pepsico Inc Consumer Defensive	Held	1,526	0	$206,620	−12.8%	2.52%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.