§ 13F · FUND PROFILE
BCO Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $152M (13F)Positions · 37Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$217K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 864K | $34M | 20.2% | +1% |
| 2 | DCOR | DIMENSIONAL ETF TRUST | 398K | $29M | 17.2% | +2% |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 516K | $22M | 13.1% | +3% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 518K | $18M | 11.1% | ±0% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 358K | $17M | 10.3% | +4% |
| 6 | MUB | ISHARES TR | 85K | $9M | 5.4% | +9% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 259K | $9M | 5.4% | +1% |
| 8 | DFNM | DIMENSIONAL ETF TRUST | 108K | $5M | 3.1% | +5% |
| 9 | SUB | ISHARES TR | 37K | $4M | 2.4% | +11% |
| 10 | BND | VANGUARD BD INDEX FDS | 50K | $4M | 2.2% | ±0% |
§ 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 $152 million in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed