Investor
BCO Wealth Management LLC
CIK 0002054749 · filed 2026-01-14 · SEC filing
13F book
$163.1M
Positions
41
Largest name
20.7%
Dimensional Etf Trust
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 854.5K | $33.8M | 20.7% | — | Held |
| Dimensional Etf Trust | — | 392.2K | $28.9M | 17.7% | — | Held |
| Dimensional Etf Trust | — | 502.7K | $21.4M | 13.1% | — | Held |
| Dimensional Etf Trust | — | 517.4K | $17.8M | 10.9% | — | Held |
| Dimensional Etf Trust | — | 342.9K | $16.4M | 10.1% | — | Held |
| Dimensional Etf Trust | — | 257.2K | $8.51M | 5.2% | — | Held |
| Ishares Tr | — | 78.2K | $8.38M | 5.1% | — | Held |
| Dimensional Etf Trust | — | 102.7K | $4.95M | 3.0% | — | Held |
| Vanguard Bd Index Fds | — | 49.8K | $3.69M | 2.3% | — | Held |
| Ishares Tr | — | 33.5K | $3.57M | 2.2% | — | Held |
| Dimensional Etf Trust | — | 78.9K | $2.58M | 1.6% | — | Held |
| Dimensional Etf Trust | — | 29.8K | $2.21M | 1.4% | — | Held |
| Dimensional Etf Trust | — | 11.5K | $799K | 0.5% | — | Held |
| Berkshire Hathaway Inc Del | — | 1 | $754.8K | 0.5% | — | Held |
| Ishares Tr | — | 935 | $640.4K | 0.4% | — | Held |
| Vanguard World Fd | — | 1.44K | $594K | 0.4% | — | Held |
| Ishares Tr | — | 13.8K | $578.6K | 0.4% | — | Held |
| Nvidia Corp | NVDA | 2.88K | $536.7K | 0.3% | — | Held |
| Berkshire Hathaway Inc Del | — | 1.02K | $512.2K | 0.3% | — | Held |
| Dimensional Etf Trust | — | 8.12K | $485.3K | 0.3% | — | Held |
| Cbre Group, Inc. | CBRE | 2.95K | $474.5K | 0.3% | — | Held |
| Vanguard World Fd | — | 3.24K | $457.6K | 0.3% | — | Held |
| Extra Space Storage Inc. | EXR | 3.44K | $447.6K | 0.3% | — | Held |
| Dimensional Etf Trust | — | 6.18K | $368.2K | 0.2% | — | Held |
| Conocophillips | COP | 3.93K | $368.2K | 0.2% | — | Held |
| Iron Mtn Inc Del | — | 4.28K | $354.6K | 0.2% | — | Held |
| Umh Pptys Inc | — | 20K | $317.5K | 0.2% | — | Held |
| Amazon Com Inc | AMZN | 1.26K | $291.5K | 0.2% | — | Held |
| Select Sector Spdr Tr | — | 7.12K | $287.1K | 0.2% | — | Held |
| Essential Pptys Rlty Tr Inc | — | 9.65K | $286.2K | 0.2% | — | Held |
| Select Water Solutions, Inc. | WTTR | 26.5K | $279K | 0.2% | — | Held |
| Apple Inc. | AAPL | 998 | $271.3K | 0.2% | — | Held |
| Vanguard Intl Equity Index F | — | 1.77K | $254.3K | 0.2% | — | Held |
| Listed Fds Tr | — | 3.74K | $247K | 0.2% | — | Held |
| Stag Indl Inc | STAG | 6.2K | $227.9K | 0.1% | — | Held |
| Caterpillar Inc | CAT | 370 | $212K | 0.1% | — | Held |
| Ishares Tr | — | 700 | $210.8K | 0.1% | — | Held |
| Apple Hospitality REIT, Inc. | APLE | 13.7K | $162.5K | 0.1% | — | Held |
| Agnc Invt Corp | — | 12.9K | $138K | 0.1% | — | Held |
| Medical Pptys Trust Inc | MPT | 26.1K | $130.5K | 0.1% | — | Held |
| Pennantpark Floating Rate Ca | — | 11.7K | $108.5K | 0.1% | — | Held |
Positions as of Q4 2025. 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.