§ 13F · FUND PROFILE
BCO Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $140.2T (13F)Positions · 37Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$778.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 854K | $33.8T | 20.7% | +4% |
| 2 | DCOR | DIMENSIONAL ETF TRUST | 392K | $28.9T | 17.7% | +5% |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 503K | $21.4T | 13.1% | +8% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 517K | $17.8T | 10.9% | +5% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 343K | $16.4T | 10.1% | +16% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 257K | $8.5T | 5.2% | +5% |
| 7 | MUB | ISHARES TR | 78K | $8.4T | 5.1% | −8% |
| 8 | DFNM | DIMENSIONAL ETF TRUST | 103K | $4.9T | 3.0% | +21% |
| 9 | BND | VANGUARD BD INDEX FDS | 50K | $3.7T | 2.3% | −10% |
| 10 | SUB | ISHARES TR | 33K | $3.6T | 2.2% | +32% |
§ 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 $140198.4 trillion in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed