BCO Wealth Management LLC
CIK: 0002054749SEC EDGAR →
Portfolio Value
$163.1B
Holdings
41
As of
Q4 2025
New Positions
1
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 854,456 | $33.8B | 20.75% |
| 2 | DIMENSIONAL ETF TRUST | 392,164 | $28.9B | 17.71% |
| 3 | DIMENSIONAL ETF TRUST | 502,682 | $21.4B | 13.12% |
| 4 | DIMENSIONAL ETF TRUST | 517,431 | $17.8B | 10.93% |
| 5 | DIMENSIONAL ETF TRUST | 342,947 | $16.4B | 10.08% |
| 6 | DIMENSIONAL ETF TRUST | 257,203 | $8.5B | 5.22% |
| 7 | ISHARES TR | 78,249 | $8.4B | 5.14% |
| 8 | DIMENSIONAL ETF TRUST | 102,715 | $4.9B | 3.03% |
| 9 | VANGUARD BD INDEX FDS | 49,751 | $3.7B | 2.26% |
| 10 | ISHARES TR | 33,460 | $3.6B | 2.19% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $157.4B | 96.5% |
| Real Estate | 8 | $2.4B | 1.5% |
| Unknown | 2 | $1.3B | 0.8% |
| Technology | 2 | $807.0M | 0.5% |
| Energy | 1 | $368.0M | 0.2% |
| Consumer Cyclical | 1 | $291.0M | 0.2% |
| Utilities | 1 | $278.0M | 0.2% |
| Industrials | 1 | $211.0M | 0.1% |