BCO Wealth Management LLC 13F Holdings

CIK 0002054749 · Carlsbad, NM

As of Sep 30, 2025, BCO Wealth Management LLC reported 37 positions worth 51.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETFDFAC—819,982$31.6M20.87%
DIMENSIONAL US CORE EQUITY 1 ETFDCOR—372,487$26.8M17.68%
DIMENSIONAL CORE FIXED INCOME ETFDFCF—467,423$20.0M13.19%
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFDFIC—492,982 6.2M10.67%
DIMENSIONAL SHORT-DURATION FIXED INCOME ETFDFSD—295,646 4.2M9.40%
ISHARES NATIONAL MUNI BOND ETFMUB—85,218$9.1M5.99%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFDFEM—245,651$7.9M5.20%
VANGUARD TOTAL BOND MARKET INDEX FUNDBND—55,551$4.1M2.73%
DIMENSIONAL NATIONAL MUNICIPAL BOND ETFDFNM—85,033$4.1M2.69%
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSUB—25,313$2.7M1.78%
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETFDFAX—80,694$2.5M1.67%
DIMENSIONAL US EQUITY MARKET ETFDFUS—29,972$2.2M1.43%
DIMENSIONAL US SMALL CAP ETFDFAS—11,780$806.5K0.53%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services1$754.2K0.50%
VANGUARD WORLD FUNDMGK—1,784$717.9K0.47%
ISHARES CORE S&P 500 ETFIVV—955$639.2K0.42%
ISHARES GLOBAL ENERGY ETFIXC—13,799$576.1K0.38%
NVIDIA CORPNVDATechnology2,878$537.0K0.35%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services1,019$512.3K0.34%
EXTRA SPACE STORAGE INCEXRReal Estate3,437$484.4K0.32%
CBRE GROUP INCCBREReal Estate2,956$465.7K0.31%
VANGUARD MEGA CAP VALUE INDEX FUNDMGV—3,329$458.5K0.30%
DFA U.S. Vector Equity ETF——7,608$444.6K0.29%
IRON MOUNTAIN INCIRMReal Estate4,275$435.8K0.29%
DIMENSIONAL US TARGETED VALUE ETFDFAT—6,213$361.7K0.24%