account_balance

Investment manager · 13F filer · SEC CIK 2054749

BCO Wealth Management LLC

Reported value$185Mas of Sep 30, 2026
Positions42 0 new, 3 sold out
Top 10 weight90.7%DFAC alone is 22%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 21.6% Held
DCOR Dfa Invt Dimensions Group In 18.6% Added +3%
DFCF Dimensional ETF Trust 12.1% Added +5%
DFIC Dimensional ETF Trust 11.1% Added +3%
DFSD Dimensional ETF Trust 9.4% Added +4%
DFEM Dimensional ETF Trust 5.8% Added +3%
MUB iShares Tr 4.6% Held
DFNM Dimensional ETF Trust 3.2% Added +15%
SUB iShares Tr 2.5% Added +11%
BND Vanguard Bd Index FDS 1.8% Held
DFAX Dimensional ETF Trust 1.5% Trimmed −3%
DFUS Dimensional ETF Trust 1.3% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 14, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • DFNM +15%
  • SUB +11%
  • DFCF +5%
  • DFSD +4%
arrow_downwardTrimmed
  • COP −10%
  • VOO −7%
  • DFUS −3%
  • DFAX −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist