Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BCO Wealth Management LLC (CIK 2054749) reported $166.5M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($33.6M, 20.17%), DCOR ($28.7M, 17.24%), DFCF ($21.8M, 13.09%), DFIC ($18.4M, 11.06%), DFSD ($17.2M, 10.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $33.6M | 20.17% | 864,018 | Added |
| 2 | DCOR | DIMENSIONAL ETF TRUST | $28.7M | 17.24% | 398,200 | Added |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $21.8M | 13.09% | 516,253 | Added |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $18.4M | 11.06% | 518,097 | Added |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $17.2M | 10.31% | 358,326 | Added |
| 6 | MUB | ISHARES TR | $9.0M | 5.42% | 84,975 | Added |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $9.0M | 5.38% | 259,171 | Added |
| 8 | DFNM | DIMENSIONAL ETF TRUST | $5.2M | 3.12% | 108,280 | Added |
| 9 | SUB | ISHARES TR | $4.0M | 2.38% | 37,166 | Added |
| 10 | BND | VANGUARD BD INDEX FDS | $3.7M | 2.21% | 49,894 | Added |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $2.7M | 1.61% | 78,918 | Added |
| 12 | DFUS | DIMENSIONAL ETF TRUST | $2.1M | 1.27% | 29,835 | Hold |
| 13 | IXC | ISHARES TR | $794,960 | 0.48% | 13,799 | Hold |
| 14 | DFAS | DIMENSIONAL ETF TRUST | $712,939 | 0.43% | 10,023 | Trimmed |
| 15 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $718,140 | 0.43% | 1 | Hold |
| 16 | IVV | ISHARES TR | $610,751 | 0.37% | 935 | Hold |
| 17 | COP | CONOCOPHILLIPS | $519,156 | 0.31% | 3,933 | Hold |
| 18 | MGK | VANGUARD WORLD FD | $494,943 | 0.30% | 1,347 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $501,923 | 0.30% | 2,878 | Hold |
| 20 | DXUV | DIMENSIONAL ETF TRUST | $489,934 | 0.29% | 8,255 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $488,305 | 0.29% | 1,019 | Hold |
| 22 | MGV | VANGUARD WORLD FD | $469,929 | 0.28% | 3,242 | Hold |
| 23 | EXR | EXTRA SPACE STORAGE INC | $450,694 | 0.27% | 3,437 | Hold |
| 24 | IRM | IRON MTN INC DEL | $436,649 | 0.26% | 4,275 | Hold |
| 25 | CBRE | CBRE GROUP INC | $399,742 | 0.24% | 2,951 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31