BCO Wealth Management LLC

Q4 2025 13F Holdings

  • Location
    carlsbad, NM
  • Num holdings

    41

  • Value ($000)

    $163,056

  • Date Filed
    01/14/2026
  • Form type
    13F-HR
  • CIK
    0002054749
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$33.83M
21 %

854,456

D
DCOR

DIMENSIONAL ETF TRUST

US CORE EQUITY 1
25434V625
$28.88M
18 %

392,164

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
25434V872
$21.39M
13 %

502,682

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$17.83M
11 %

517,431

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$16.44M
10 %

342,947

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$8.51M
5 %

257,203

M
MUB

ISHARES TR

NATIONAL MUN ETF
464288414
$8.38M
5 %

78,249

D
DFNM

DIMENSIONAL ETF TRUST

NATL MUN BD ETF
25434V849
$4.95M
3 %

102,715

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$3.69M
2 %

49,751

S
SUB

ISHARES TR

SHRT NAT MUN ETF
464288158
$3.57M
2 %

33,460

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