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CIK: 0002054749
Total reported value
$183.4M
$183.4M
30 檔
49.5%
As reported in its official Q1 2025 Form 13F filing, BCO Wealth Management LLC's tracked investment portfolio stood at $183.4M with 30 total positions.
During Q1 2025, BCO Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 20.10% | +1.20% | +8.35% | |
| 2 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 16.60% | +0.87% | +12.15% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 14.23% | -0.88% | +11.43% | |
| 4 | DFSD | Dimensional Short Duration | ETF-Other | 10.29% | -0.99% | +8.49% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 9.98% | -0.25% | +15.07% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 7.46% | -0.54% | -2.24% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.73% | +0.43% | +14.86% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.69% | -0.26% | -6.05% | |
| 9 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.53% | -0.16% | +14.95% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 1.73% | -0.09% | +14.76% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.66% | -0.02% | +0.91% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.43% | +0.06% | +0.84% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.59% | +0.04% | -10.31% | |
| 14 | IXC | Ishares Global Energy ETF | ETF-Other | 0.46% | -0.17% | — | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.43% | +0.02% | -17.78% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.01% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.01% | — | |
| 18 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.40% | — | — | |
| 19 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.34% | +0.01% | -19.79% | |
| 20 | UMH | Umh Properties Inc | Stock-Other | 0.29% | -0.01% | — | |
| 21 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.29% | +0.03% | — | |
| 22 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.29% | -0.02% | — | |
| 23 | COP | Conocophillips | Stock-Energy | 0.26% | -0.05% | — | |
| 24 | DFAT | Dimensional US Target Value | ETF-Other | 0.25% | +0.01% | +0.90% | |
| 25 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.25% | -0.02% | — | |
| 26 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.23% | — | — | |
| 27 | WTTR | Select Water Solutions Inc | Stock-Other | 0.22% | -0.02% | — | |
| 28 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.18% | — | — | |
| 29 | APLE | Apple Hospitality Reit Inc | Stock-Real Estate | 0.14% | +0.04% | — | |
| 30 | MPT | Medical Properties Trust Inc | Stock-Real Estate | 0.12% | — | — |
According to official SEC Form 13F filings, BCO Wealth Management LLC reported a total U.S. public equity portfolio value of $183.4M across 30 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DCOR, DFCF) accounted for 49.5% of total reported equity market value during Q1 2025.
During Q1 2025, BCO Wealth Management LLC's top holdings by market value included DFAC (20.1%)、DCOR (16.6%)、DFCF (14.2%). The largest single position, DFAC, represented 20.1% of total portfolio value.
In Q1 2025, BCO Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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