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CIK: 0002054749
Total reported value
$183.4M
$183.4M
41 檔
64.6%
During the Q4 2025 filing period, BCO Wealth Management LLC (CIK: 0002054749) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $183.4M across 41 reported positions.
During Q4 2025, BCO Wealth Management LLC performed routine portfolio adjustments (4 new buys, 10 additions, 14 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 20.75% | +1.20% | +4.20% | |
| 2 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 17.71% | +0.87% | +5.28% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 13.12% | -0.88% | +7.54% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 10.94% | -0.25% | +4.96% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 10.09% | -0.99% | +16.00% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.22% | +0.43% | +4.70% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 5.14% | -0.54% | -8.18% | |
| 8 | DFNM | Dimensional National Muni Bd | ETF-Other | 3.03% | -0.16% | +20.79% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 2.26% | -0.26% | -10.44% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 2.19% | -0.09% | +32.19% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.58% | -0.02% | -2.20% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.36% | +0.06% | -0.46% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.49% | +0.04% | -2.65% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.46% | -0.02% | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.01% | -2.09% | |
| 16 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.36% | +0.02% | -19.34% | |
| 17 | IXC | Ishares Global Energy ETF | ETF-Other | 0.35% | -0.17% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | -0.01% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.01% | — | |
| 20 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.30% | +0.01% | +6.70% | |
| 21 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.29% | -0.02% | -0.17% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.28% | +0.01% | -2.61% | |
| 23 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.27% | — | — | |
| 24 | DFAT | Dimensional US Target Value | ETF-Other | 0.23% | +0.01% | -0.47% | |
| 25 | COP | Conocophillips | Stock-Energy | 0.23% | -0.05% | +13.18% | |
| 26 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.22% | +0.03% | — | |
| 27 | UMH | Umh Properties Inc | Stock-Other | 0.19% | -0.01% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | -0.16% | |
| 29 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.18% | — | — | |
| 30 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.18% | -0.02% | — | |
| 31 | WTTR | Select Water Solutions Inc | Stock-Other | 0.17% | -0.02% | — | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.17% | +0.01% | -1.09% | |
| 33 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.16% | -0.01% | -2.58% | |
| 34 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.15% | -0.15% | EXIT | |
| 35 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.14% | — | — | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.13% | +0.05% | — | |
| 37 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.13% | +0.06% | — | |
| 38 | APLE | Apple Hospitality Reit Inc | Stock-Real Estate | 0.10% | +0.04% | — | |
| 39 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.08% | — | -13.96% | |
| 40 | MPT | Medical Properties Trust Inc | Stock-Real Estate | 0.08% | — | — | |
| 41 | PFLT | Pennantpark Floating Rate Ca | Stock-Other | 0.07% | -0.01% | — |
According to official SEC Form 13F filings, BCO Wealth Management LLC reported a total U.S. public equity portfolio value of $183.4M across 41 disclosed positions in Q4 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 64.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
MAGS
市值: $247.0K
Top Position Liquidated / Trimmed
MUB
前期市值: $9.1M
During Q4 2025, BCO Wealth Management LLC's top holdings by market value included DFAC (20.8%)、DCOR (17.7%)、DFCF (13.1%). The largest single position, DFAC, represented 20.8% of total portfolio value.
In Q4 2025, BCO Wealth Management LLC made 28 total portfolio adjustments, initiating 4 new buys, adding to 10 positions, trimming 14 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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