Long-term investor
Bcr Wealth Strategies, LLC @bcrwealthstrategiesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001908380).
Record
- Tracked since 2025-06-30 (448 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year +16.6% · all +16.6%
- Max drawdown n/a · win rate 50% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 025072885 · 24.8% · long · since 2025-06-30
- 25434V559 · 14.6% · long · since 2025-06-30
- 025072562 · 9.9% · long · since 2025-06-30
- 25434V872 · 9.8% · long · since 2025-06-30
- 025072703 · 9.6% · long · since 2025-06-30
- 922020748 · 8.3% · long · since 2025-06-30
- 25434V732 · 7.0% · long · since 2025-06-30
- 25434V542 · 6.3% · long · since 2025-06-30
- 922908553 · 4.2% · long · since 2025-06-30
- 46434V878 · 1.3% · long · since 2025-06-30
- 78462F103 · 0.8% · long · since 2025-06-30
- 02507A606 · 0.4% · long · since 2026-03-31