Data as of Q4 2025 (Dec 31, 2025)

BCO Wealth Management LLC

•CIK: 2054749•Filing: Q4 2025

**BCO Wealth Management LLC** manages $163M across a portfolio of 41 positions. The strategy exhibits a concentrated focus, with top holdings including DFAC at $33.8M and DCOR at $28.9M. Significant allocations are also maintained in DFCF ($21.4M) and DFIC ($17.8M). This structure suggests a deep conviction in select names within the current market cycle.

Total AUM
$163.1M
QoQ Performance
+7.6%
Positions
24
Top 10 Concentration
90.4%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DCOR
DFCF
DFIC
DFSD
DFEM
MUB
DFAC20.7%
DCOR17.7%
DFCF13.1%
DFIC10.9%
DFSD10.1%
DFEM5.2%
MUB5.1%
DFNM3.0%

📈 Biggest Buys

DFSD
DIMENSIONAL ETF TRUST
+16.0%
10.1% of portfolio
DFCF
DIMENSIONAL ETF TRUST
+7.5%
13.1% of portfolio
DCOR
DIMENSIONAL ETF TRUST
+5.3%
17.7% of portfolio
DFAC
DIMENSIONAL ETF TRUST
+4.2%
20.7% of portfolio
SUB
ISHARES TR
+32.2%
2.2% of portfolio

📉 Biggest Sells

MUB
ISHARES TR
-8.2%
5.1% of portfolio
BND
VANGUARD BD INDEX FDS
-10.4%
2.3% of portfolio
MGK
VANGUARD WORLD FD
-19.3%
0.4% of portfolio
DFAX
DIMENSIONAL ETF TRUST
-2.2%
1.6% of portfolio
AGNC
AGNC INVT CORP
-14.0%
0.1% of portfolio

Sector Breakdown

Other97.8%
Financial0.8%
Technology0.5%
ETF0.4%
Energy0.2%
Consumer0.2%
Industrial0.1%

Changes from Q3 2025

NEW4 new positions
↑10 increased
↓14 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

DFAC20.7%
DIMENSIONAL ETF TRUST
$33.8M
DCOR17.7%
DIMENSIONAL ETF TRUST
$28.9M
DFCF13.1%
DIMENSIONAL ETF TRUST
$21.4M
DFIC10.9%
DIMENSIONAL ETF TRUST
$17.8M
DFSD10.1%
DIMENSIONAL ETF TRUST
$16.4M

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