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XLE59.920.50%
STOXX50E5,881.511.12%
XLF52.190.10%
FTSE10,320.39-0.56%
IXIC24,892.310.89%
RUT2,799.912.21%
GSPC7,209.011.02%
Temp26.8°C
UV0
Feels29.7°C
Humidity77%
Wind14.4 km/h
Air QualityAQI 1
Cloud Cover0%
Rain86%
Sunrise05:57 AM
Sunset06:48 PM
Time4:42 AM
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1 May 2026

Institutional Manager · CIK 0002054749

BCO Wealth Management LLC

Carlsbad, NM · File #028-24942

Latest AUM
$163.1M
Positions
41
Top-10 Concentration
90.4%
Filings
5

Sector Allocation

Real Estate
0.7%$1.1M
Technology
0.5%$808,065
Energy
0.4%$647,149
Industrials
0.1%$211,962
Financials
0.1%$108,515

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V708854,456$33.8M20.75%
2DIMENSIONAL ETF TRUST25434V625392,164$28.9M17.71%
3DIMENSIONAL ETF TRUST25434V872502,682$21.4M13.12%
4DIMENSIONAL ETF TRUST25434V799517,431$17.8M10.94%
5DIMENSIONAL ETF TRUST25434V864342,947$16.4M10.09%
6DIMENSIONAL ETF TRUST25434V732257,203$8.5M5.22%
7ISHARES TR46428841478,249$8.4M5.14%
8DIMENSIONAL ETF TRUST25434V849102,715$4.9M3.03%
9VANGUARD BD INDEX FDS92193783549,751$3.7M2.26%
10ISHARES TR46428815833,460$3.6M2.19%
11DIMENSIONAL ETF TRUST25434V88078,915$2.6M1.58%
12DIMENSIONAL ETF TRUST25434V40129,835$2.2M1.36%
13DIMENSIONAL ETF TRUST25434V50011,468$798,9740.49%
14BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.46%
15ISHARES TR464287200935$640,4190.39%
16VANGUARD WORLD FD9219108161,439$593,9750.36%
17ISHARES TR46428734113,799$578,5920.35%
18NVIDIA CORPORATIONNVDA2,878$536,7480.33%
19BERKSHIRE HATHAWAY INC DELBRK-A1,019$512,2010.31%
20DIMENSIONAL ETF TRUST25434V5598,118$485,2930.30%