BCR Wealth Strategies, LLC
SEC Form 13F institutional filer · CIK 0001908380
13F-HR · 10 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
100.0%
BCR Wealth Strategies, LLC — $6.3K AUM allocation strategy
BCR Wealth Strategies, LLC files SEC Form 13F and reports $6.3K of long US equity value across 10 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 23.3%, followed by Industrials 15.9% and Utilities 10.2%.
The top 10 holdings account for 100% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BCR Wealth Strategies, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$6.3K
total across 10 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
100% of value
higher = narrower conviction; lower = spread / hedging
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$META ($266 last qtr)$IBM ($234 last qtr)$TSLA ($208 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Electric Utilities10.2%—
- Technology Hardware, Storage & Peripherals8.6%—
- Agricultural & Farm Machinery8.4%—
- Electrical Components & Equipment7.6%—
- Semiconductors7.5%—
- Semiconductor Materials & Equipment7.2%—
- Home Improvement Retail5.2%—
- Diversified Banks4.3%—
- Other holdings41.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SO | Southern Company | 6.66K | $642 | -349 | 10.2% |
| $AAPL | Apple Inc | 2.13K | $540 | -200 | 8.6% |
| $DE | Deere & Company | 937 | $527 | +0 | 8.4% |
| $EMR | Emerson Electric Company | 3.64K | $476 | -135 | 7.6% |
| $NVDA | NVIDIA Corporation | 2.7K | $471 | -835 | 7.5% |
| $LRCX | Lam Research Corporation | 2.13K | $455 | -550 | 7.2% |
| $LOW | Lowe's Companies Inc | 1.38K | $327 | -200 | 5.2% |
| $WFC | Wells Fargo & Company | 3.4K | $270 | -382 | 4.3% |
| $PEP | PepsiCo Inc | 1.53K | $236 | -236 | 3.7% |
…and 1 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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