BCO Wealth Management

Latest statistics and disclosures from BCO Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DFAC, DCOR, DFCF, DFIC, DFSD, and represent 71.81% of BCO Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: DCOR, DFAC, BRK.A, DFNM, DFIC, DFCF, DFEM, SUB, DFSD, DFAS.
  • Started 1 new stock position in BRK.A.
  • Reduced shares in these 7 stocks: CAT, MUB, BND, DFUS, DFAT, MGK, MGV.
  • Sold out of its position in CAT.
  • BCO Wealth Management was a net buyer of stock by $4.6M.
  • BCO Wealth Management has $152M in assets under management (AUM), dropping by 8.09%.
  • Central Index Key (CIK): 0002054749

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Portfolio Holdings for BCO Wealth Management

BCO Wealth Management holds 37 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 20.9 $32M +3% 820k 38.57
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Dimensional Etf Trust Us Core Equity 1 (DCOR) 17.7 $27M +4% 373k 71.94
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Dimensional Etf Trust Core Fixed Incom (DFCF) 13.2 $20M +2% 467k 42.76
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Dimensional Etf Trust Intl Core Equity (DFIC) 10.7 $16M +3% 493k 32.79
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Dimensional Etf Trust Short Duration F (DFSD) 9.4 $14M 296k 48.19
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Ishares Tr National Mun Etf (MUB) 6.0 $9.1M -2% 85k 106.49
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.2 $7.9M +3% 246k 32.07
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.7 $4.1M 56k 74.37
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 2.7 $4.1M +15% 85k 47.98
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Ishares Tr Shrt Nat Mun Etf (SUB) 1.8 $2.7M +9% 25k 106.78
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.7 $2.5M 81k 31.38
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Dimensional Etf Trust Us Equity Market (DFUS) 1.4 $2.2M 30k 72.44
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $807k +6% 12k 68.46
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $754k NEW 1.00 754200.00
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Vanguard World Mega Grwth Ind (MGK) 0.5 $718k 1.8k 402.42
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $639k +2% 955.00 669.30
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Ishares Tr Global Energ Etf (IXC) 0.4 $576k 14k 41.75
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NVIDIA Corporation (NVDA) 0.4 $537k 2.9k 186.58
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $512k 1.0k 502.74
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Extra Space Storage (EXR) 0.3 $484k 3.4k 140.94
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Cbre Group Cl A (CBRE) 0.3 $466k 3.0k 157.56
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Vanguard World Mega Cap Val Etf (MGV) 0.3 $459k 3.3k 137.74
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Dimensional Etf Trust Dimensional Us (DXUV) 0.3 $445k 7.6k 58.44
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Iron Mountain (IRM) 0.3 $436k 4.3k 101.94
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $362k 6.2k 58.21
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ConocoPhillips (COP) 0.2 $329k 3.5k 94.59
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $300k 7.1k 42.13
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UMH Properties (UMH) 0.2 $296k 20k 14.85
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Essential Properties Realty reit (EPRT) 0.2 $287k 9.7k 29.76
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Select Water Solutions Cl A Com (WTTR) 0.2 $284k 27k 10.69
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Amazon (AMZN) 0.2 $278k 1.3k 219.57
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $260k 1.8k 142.55
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Apple (AAPL) 0.2 $257k 1.0k 254.63
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Stag Industrial (STAG) 0.1 $219k 6.2k 35.29
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Apple Hospitality Reit Com New (APLE) 0.1 $165k 14k 12.01
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Agnc Invt Corp Com reit (AGNC) 0.1 $147k +26% 15k 9.79
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Medical Properties Trust (MPW) 0.1 $132k 26k 5.07
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Past Filings by BCO Wealth Management

SEC 13F filings are viewable for BCO Wealth Management going back to 2025