BCO Wealth Management LLC

Est. AUM

$166.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$33.6M	864018	20.17%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$28.7M	398200	17.24%	SOLE
3	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$21.8M	516253	13.09%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$18.4M	518097	11.06%	SOLE
5	DIMENSIONAL ETF TRUST	SHORT DURATION F	$17.2M	358326	10.31%	SOLE
6	ISHARES TR	NATIONAL MUN ETF	$9.0M	84975	5.42%	SOLE
7	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$9.0M	259171	5.38%	SOLE
8	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$5.2M	108280	3.12%	SOLE
9	ISHARES TR	SHRT NAT MUN ETF	$4.0M	37166	2.38%	SOLE
10	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.7M	49894	2.21%	SOLE
11	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$2.7M	78918	1.61%	SOLE
12	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.1M	29835	1.27%	SOLE
13	ISHARES TR	GLOBAL ENERG ETF	$794K	13799	0.48%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.43%	SOLE
15	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$712K	10023	0.43%	SOLE
16	ISHARES TR	CORE S&P500 ETF	$610K	935	0.37%	SOLE
17	CONOCOPHILLIPS	COM	$519K	3933	0.31%	SOLE
18	NVIDIA CORPORATION	COM	$501K	2878	0.30%	SOLE
19	VANGUARD WORLD FD	MEGA GRWTH IND	$494K	1347	0.30%	SOLE
20	DIMENSIONAL ETF TRUST	DIMENSIONAL US	$489K	8255	0.29%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$488K	1019	0.29%	SOLE
22	VANGUARD WORLD FD	MEGA CAP VAL ETF	$469K	3242	0.28%	SOLE
23	EXTRA SPACE STORAGE INC	COM	$450K	3437	0.27%	SOLE
24	IRON MTN INC DEL	COM	$436K	4275	0.26%	SOLE
25	SELECT WATER SOLUTIONS INC	CL A COM	$405K	26519	0.24%	SOLE
26	CBRE GROUP INC	CL A	$399K	2951	0.24%	SOLE
27	DIMENSIONAL ETF TRUST	US TARGETED VLU	$386K	6184	0.23%	SOLE
28	ESSENTIAL PPTYS RLTY TR INC	COM	$292K	9650	0.18%	SOLE
29	SELECT SECTOR SPDR TR	STATE STREET REA	$290K	7115	0.17%	SOLE
30	UMH PPTYS INC	COM	$287K	19954	0.17%	SOLE
31	AMAZON COM INC	COM	$263K	1263	0.16%	SOLE
32	CATERPILLAR INC	COM	$262K	370	0.16%	SOLE
33	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$258K	1774	0.15%	SOLE
34	ISHARES TR	ISHARES SEMICDTR	$257K	784	0.15%	SOLE
35	APPLE INC	COM	$253K	998	0.15%	SOLE
36	LISTED FDS TR	ROUNDHILL MAGNIF	$243K	4197	0.15%	SOLE
37	STAG INDUSTRIAL INC	COM	$223K	6200	0.13%	SOLE
38	ISHARES TR	CORE S&P SCP ETF	$216K	1744	0.13%	SOLE
39	APPLE HOSPITALITY REIT INC	COM NEW	$157K	13710	0.09%	SOLE
40	AGNC INVT CORP	COM	$132K	13214	0.08%	SOLE
41	MEDICAL PROPERTIES TRUST INC	COM	$120K	26100	0.07%	SOLE
42	PENNANTPARK FLOATING RATE CA	COM	$96K	12019	0.06%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.