BCO Wealth Management LLC - Portfolio overview

BCO Wealth Management LLC has 43 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 20.15%
2. DCOR - DIMENSIONAL ETF TRUST, 17.23%
3. DFCF - DIMENSIONAL ETF TRUST, 13.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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