§ 13F · FUND PROFILE
BCO Wealth Management LLC.
AUM · $183M (13F)Positions · 45Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 883K | $39M | 21.4% | +2% |
| 2 | DCOR | DIMENSIONAL ETF TRUST | 405K | $33M | 18.1% | +2% |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 531K | $22M | 12.2% | +3% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 532K | $20M | 10.8% | +3% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 358K | $17M | 9.3% | ±0% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 262K | $11M | 5.8% | +1% |
| 7 | MUB | ISHARES TR | 83K | $9M | 4.9% | −2% |
| 8 | DFNM | DIMENSIONAL ETF TRUST | 112K | $5M | 3.0% | +4% |
| 9 | SUB | ISHARES TR | 39K | $4M | 2.3% | +6% |
| 10 | BND | VANGUARD BD INDEX FDS | 49K | $4M | 1.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BCO SIGNAL
AC read
BCO Wealth Management LLC is a Other fund managing $183 million in assets. The fund runs a portfolio of 45 positions.
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