Investor
BCO Wealth Management LLC
CIK 0002054749 · filed 2026-04-16 · SEC filing
13F book
$166.5M
Positions
42
1 new · 0 sold
Largest name
20.2%
Dimensional Etf Trust
Est. mark
−$326.2K
Price effect on 41 names still held. Flow $3.74M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 864K | $33.6M | 20.2% | −$623.7K | Added−$252.2K |
| Dimensional Etf Trust | — | 398.2K | $28.7M | 17.2% | −$607.9K | Added−$172.8K |
| Dimensional Etf Trust | — | 516.3K | $21.8M | 13.1% | −$170.9K | Added$402.1K |
| Dimensional Etf Trust | — | 518.1K | $18.4M | 11.1% | $553.6K | Added$577.3K |
| Dimensional Etf Trust | — | 358.3K | $17.2M | 10.3% | −$24K | Added$712.3K |
| Ishares Tr | — | 85K | $9.02M | 5.4% | −$75.1K | Added$638.8K |
| Dimensional Etf Trust | — | 259.2K | $8.95M | 5.4% | $378.1K | Added$446.1K |
| Dimensional Etf Trust | — | 108.3K | $5.19M | 3.1% | −$24.7K | Added$242.1K |
| Ishares Tr | — | 37.2K | $3.96M | 2.4% | −$6.68K | Added$388K |
| Vanguard Bd Index Fds | — | 49.9K | $3.67M | 2.2% | −$21.4K | Added−$10.9K |
| Dimensional Etf Trust | — | 78.9K | $2.68M | 1.6% | $97.9K | Added$98K |
| Dimensional Etf Trust | — | 29.8K | $2.12M | 1.3% | −$97.3K | Held |
| Ishares Tr | — | 13.8K | $795K | 0.5% | $216.4K | Held |
| Berkshire Hathaway Inc Del | — | 1 | $718.1K | 0.4% | −$36.7K | Held |
| Dimensional Etf Trust | — | 10K | $712.9K | 0.4% | $14.6K | Cut−$86K |
| Ishares Tr | — | 935 | $610.8K | 0.4% | −$29.7K | Held |
| Conocophillips | COP | 3.93K | $519.2K | 0.3% | $151K | Held |
| Nvidia Corp | NVDA | 2.88K | $501.9K | 0.3% | −$34.8K | Held |
| Vanguard World Fd | — | 1.35K | $494.9K | 0.3% | −$61.1K | Cut−$99K |
| Dimensional Etf Trust | — | 8.26K | $489.9K | 0.3% | −$3.49K | Added$4.64K |
| Berkshire Hathaway Inc Del | — | 1.02K | $488.3K | 0.3% | −$23.9K | Held |
| Vanguard World Fd | — | 3.24K | $469.9K | 0.3% | $12.3K | Held |
| Extra Space Storage Inc. | EXR | 3.44K | $450.7K | 0.3% | $3.13K | Held |
| Iron Mtn Inc Del | — | 4.28K | $436.6K | 0.3% | $82K | Held |
| Select Water Solutions, Inc. | WTTR | 26.5K | $405.7K | 0.2% | $126.8K | Held |
| Cbre Group, Inc. | CBRE | 2.95K | $399.7K | 0.2% | −$74.7K | Held |
| Dimensional Etf Trust | — | 6.18K | $386.2K | 0.2% | $18K | Held |
| Essential Pptys Rlty Tr Inc | — | 9.65K | $293K | 0.2% | $6.75K | Held |
| Select Sector Spdr Tr | — | 7.12K | $290.5K | 0.2% | $3.42K | Held |
| Umh Pptys Inc | — | 20K | $287.9K | 0.2% | −$29.5K | Held |
| Amazon Com Inc | AMZN | 1.26K | $263K | 0.2% | −$28.5K | Held |
| Caterpillar Inc | CAT | 370 | $262.1K | 0.2% | $50.2K | Held |
| Vanguard Intl Equity Index F | — | 1.77K | $258.6K | 0.2% | $4.36K | Held |
| Ishares Tr | — | 784 | $257.7K | 0.2% | $19.3K | Added$46.9K |
| Apple Inc. | AAPL | 998 | $253.3K | 0.2% | −$18K | Held |
| Listed Fds Tr | — | 4.2K | $243.2K | 0.1% | −$30K | Added−$3.78K |
| Stag Indl Inc | STAG | 6.2K | $223.6K | 0.1% | −$4.34K | Held |
| Ishares Tr | — | 1.74K | $216.8K | 0.1% | — | New |
| Apple Hospitality REIT, Inc. | APLE | 13.7K | $157.8K | 0.1% | −$4.66K | Held |
| Agnc Invt Corp | — | 13.2K | $132.5K | 0.1% | −$8.88K | Added−$5.46K |
| Medical Pptys Trust Inc | MPT | 26.1K | $120.8K | 0.1% | −$9.66K | Held |
| Pennantpark Floating Rate Ca | — | 12K | $96.6K | 0.1% | −$14.4K | Added−$11.9K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.