BCO Wealth Management

BCO Wealth Management as of March 31, 2026

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