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BCO Wealth Management LLC
Updated 5 days agoManaged by Bco Wealth Management Llc • Latest filing Q3 2026
Portfolio value
$185.5M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
18.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $163.1M |
| Q1 2026 | $166.5M |
| Q2 2026 | $183.4M |
| Q3 2026 | $185.5M |
Top holdings
42 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $40M | 900.7K | 21.59% | Added(+2.0%) |
| 2 | ? N/A DFA INVT DIMENSIONS GROUP IN | $34.5M | 417.4K | 18.60% | — |
| 3 | $22.4M | 557.6K | 12.06% | Added(+5.1%) | |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $20.7M | 549.6K | 11.14% | Added(+3.3%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $17.4M | 373.6K | 9.36% | Added(+4.4%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $10.8M | 270.9K | 5.80% | Added(+3.3%) |
| 7 | $8.6M | 84.9K | 4.63% | Added(+2.0%) | |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $5.9M | 128.9K | 3.20% | Added(+15.0%) |
| 9 | $4.6M | 43.9K | 2.47% | Added(+11.2%) | |
| 10 | $3.4M | 48.3K | 1.83% | Trimmed(-0.9%) | |
| 11 | $2.8M | 76.5K | 1.53% | Trimmed(-3.1%) | |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $2.4M | 28.9K | 1.29% | Trimmed(-3.1%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $796K | 10.3K | 0.43% | Trimmed(-0.7%) |
| 14 | $747K | 1 | 0.40% | Unchanged | |
| 15 | $716K | 935 | 0.39% | Unchanged | |
| 16 | $649K | 11.4K | 0.35% | Unchanged | |
| 17 | $614K | 6.6K | 0.33% | Trimmed(-1.7%) | |
| 18 | $600K | 2.6K | 0.32% | Unchanged | |
| 19 | ? N/A SEI EXCHANGE TRADED FUNDS | $523K | 21.6K | 0.28% | Trimmed(-0.9%) |
| 20 | $522K | 4.2K | 0.28% | Trimmed(-10.3%) |