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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 71.87% of BCO Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFSD, MUB, DFCF, DCOR, SUB, DFAC, DFNM, IJR, DFEM, SOXX.
Started 1 new stock position in IJR.
Reduced shares in these 2 stocks: DFAS, MGK.
BCO Wealth Management was a net buyer of stock by $3.7M.
BCO Wealth Management has $167M in assets under management (AUM), dropping by 2.09%.
Central Index Key (CIK): 0002054749

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Portfolio Holdings for BCO Wealth Management

BCO Wealth Management holds 42 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	20.2	$34M		864k	38.86	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	17.2	$29M		398k	72.08	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	13.1	$22M	+2%	516k	42.22	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	11.1	$18M		518k	35.53	View chart
Dimensional Etf Trust Short Duration F (DFSD)	10.3	$17M	+4%	358k	47.88	View chart
Ishares Tr National Mun Etf (MUB)	5.4	$9.0M	+8%	85k	106.15	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.4	$9.0M		259k	34.55	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	3.1	$5.2M	+5%	108k	47.93	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.4	$4.0M	+11%	37k	106.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.2	$3.7M		50k	73.64	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.6	$2.7M		79k	33.97	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.3	$2.1M		30k	70.91	View chart
Ishares Tr Global Energ Etf (IXC)	0.5	$795k		14k	57.61	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$718k		1.00	718140.00	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$713k	-12%	10k	71.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$611k		935.00	653.21	View chart
ConocoPhillips (COP)	0.3	$519k		3.9k	132.00	View chart
NVIDIA Corporation (NVDA)	0.3	$502k		2.9k	174.40	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$495k	-6%	1.3k	367.44	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.3	$490k		8.3k	59.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$488k		1.0k	479.20	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$470k		3.2k	144.95	View chart
Extra Space Storage (EXR)	0.3	$451k		3.4k	131.13	View chart
Iron Mountain (IRM)	0.3	$437k		4.3k	102.14	View chart
Select Water Solutions Cl A Com (WTTR)	0.2	$406k		27k	15.30	View chart
Cbre Group Cl A (CBRE)	0.2	$400k		3.0k	135.46	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$386k		6.2k	62.45	View chart
Essential Properties Realty reit (EPRT)	0.2	$293k		9.7k	30.36	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.2	$291k		7.1k	40.83	View chart
UMH Properties (UMH)	0.2	$288k		20k	14.43	View chart
Amazon (AMZN)	0.2	$263k		1.3k	208.27	View chart
Caterpillar (CAT)	0.2	$262k		370.00	708.46	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$259k		1.8k	145.79	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$258k	+12%	784.00	328.66	View chart
Apple (AAPL)	0.2	$253k		998.00	253.79	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.1	$243k	+12%	4.2k	57.94	View chart
Stag Industrial (STAG)	0.1	$224k		6.2k	36.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$217k	NEW	1.7k	124.31	View chart
Apple Hospitality Reit Com New (APLE)	0.1	$158k		14k	11.51	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$133k	+2%	13k	10.03	View chart
Medical Properties Trust (MPT)	0.1	$121k		26k	4.63	View chart
Pennantpark Floating Rate Capi (PFLT)	0.1	$97k	+2%	12k	8.04	View chart

Past Filings by BCO Wealth Management

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

BCO Wealth Management 2026 Q1 filed April 16, 2026
BCO Wealth Management 2025 Q4 filed Jan. 14, 2026
BCO Wealth Management 2025 Q3 filed Oct. 14, 2025
BCO Wealth Management 2025 Q2 filed July 18, 2025
BCO Wealth Management 2025 Q1 filed April 28, 2025

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