13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002054749
Total reported value
$183.4M
$183.4M
37 檔
59.3%
According to the latest 13F quarterly dataset, BCO Wealth Management LLC managed an equity portfolio of $183.4M at the end of Q3 2025, spanning 37 distinct U.S. exchange-listed positions.
In Q3 2025, BCO Wealth Management LLC displayed an active expansion posture, initiating 7 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 20.87% | +1.20% | +3.16% | |
| 2 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 17.68% | +0.87% | +4.00% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 13.19% | -0.88% | +2.58% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 10.67% | -0.25% | +3.59% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 9.40% | -0.99% | +0.63% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 5.99% | -0.54% | -2.42% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.20% | +0.43% | +3.55% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 2.73% | -0.26% | -0.53% | |
| 9 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.69% | -0.16% | +15.97% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 1.78% | -0.09% | +9.22% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.67% | -0.02% | +0.06% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.43% | +0.06% | -0.35% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.53% | +0.04% | +6.97% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.50% | -0.02% | — | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.47% | +0.02% | -0.28% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.01% | +2.14% | |
| 17 | IXC | Ishares Global Energy ETF | ETF-Other | 0.38% | -0.17% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | -0.01% | +0.38% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.01% | — | |
| 20 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.32% | — | — | |
| 21 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.31% | -0.02% | — | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.30% | +0.01% | -0.09% | |
| 23 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.29% | +0.01% | — | |
| 24 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.29% | +0.03% | — | |
| 25 | DFAT | Dimensional US Target Value | ETF-Other | 0.24% | +0.01% | -0.89% | |
| 26 | COP | Conocophillips | Stock-Energy | 0.22% | -0.05% | — | |
| 27 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.20% | — | — | |
| 28 | UMH | Umh Properties Inc | Stock-Other | 0.20% | -0.01% | — | |
| 29 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.19% | -0.02% | — | |
| 30 | WTTR | Select Water Solutions Inc | Stock-Other | 0.19% | -0.02% | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | — | |
| 32 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.17% | -0.01% | — | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.17% | +0.01% | +1.51% | |
| 34 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.14% | — | — | |
| 35 | APLE | Apple Hospitality Reit Inc | Stock-Real Estate | 0.11% | +0.04% | — | |
| 36 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.10% | — | +26.90% | |
| 37 | MPT | Medical Properties Trust Inc | Stock-Real Estate | 0.09% | — | — |
According to official SEC Form 13F filings, BCO Wealth Management LLC reported a total U.S. public equity portfolio value of $183.4M across 37 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 59.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
BRK-A
市值: $754.2K
Top Position Liquidated / Trimmed
MUB
前期市值: $9.5M
During Q3 2025, BCO Wealth Management LLC's top holdings by market value included DFAC (20.9%)、DCOR (17.7%)、DFCF (13.2%). The largest single position, DFAC, represented 20.9% of total portfolio value.
In Q3 2025, BCO Wealth Management LLC made 27 total portfolio adjustments, initiating 7 new buys, adding to 12 positions, trimming 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.