BCO Wealth Management LLC
Q3 2025 13F Holdings
- Locationcarlsbad, NM
- Num holdings
37
- Value ($000)
$151,539
- Date Filed10/14/2025
- Form type13F-HR
- CIK0002054749
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $31.63 M | 21 % | 819,982 | ||
DCOR DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $26.80 M | 18 % | 372,487 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $19.99 M | 13 % | 467,423 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $16.16 M | 11 % | 492,982 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $14.25 M | 9 % | 295,646 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $9.07 M | 6 % | 85,218 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $7.88 M | 5 % | 245,651 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $4.13 M | 3 % | 55,551 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $4.08 M | 3 % | 85,033 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $2.70 M | 2 % | 25,313 |
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