BCO Wealth Management
BCO Wealth Management reported 42 stocks worth $185M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are Dimensional ETF Trust (21.6%), DCOR (18.6%) and DFCF (12.1%). Compared with Q2 2026, the fund opened new positions in DCOR, added to DFCF, DFIC and DFSD, trimmed BND, DFAX and DFUS and sold out of WPC and PFLT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $40M | 21.6% | 901K | +17K (+2%) | 8 of 8 | |
| 2 |  DCOR DFA US Core Equity 1 ETF | $34.5M | 18.6% | 417K | New position | 1 of 8 | |
| 3 |  DFCF Dimensional Core Fixed | $22.4M | 12.1% | 558K | +27K (+5%) | 8 of 8 | |
| 4 |  DFIC Dimensional Intern Core | $20.7M | 11.1% | 550K | +17K (+3%) | 8 of 8 | |
| 5 |  DFSD Dimensional Shrt Drt Fxd | $17.4M | 9.4% | 374K | +16K (+4%) | 8 of 8 | |
| 6 |  DFEM Dimensional ETF Trust | $10.8M | 5.8% | 271K | +8,546 (+3%) | 8 of 8 | |
| 7 |  MUB Ishares TR | $8.6M | 4.6% | 85K | +1,661 (+2%) | 8 of 8 | |
| 8 |  DFNM Dimensional Nationl | $5.9M | 3.2% | 129K | +17K (+15%) | 8 of 8 | |
| 9 |  SUB Ishares Short Term Ntnl | $4.6M | 2.5% | 44K | +4,435 (+11%) | 8 of 8 | |
| 10 |  BND Vanguard BD Index Fds | $3.4M | 1.8% | 48K | −427 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →BCO Wealth Management 13F FAQ
What does BCO Wealth Management own?
BCO Wealth Management reported 42 stocks worth $185M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are Dimensional ETF Trust (21.6%), DCOR (18.6%) and DFCF (12.1%). The table above lists every position in the filing (the top 10 without an account).
What did BCO Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 8 added to, 14 trimmed and 4 sold out. New positions include DCOR. It sold all of WPC and PFLT.
When will BCO Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is BCO Wealth Management's portfolio worth?
The Q3 2026 filing reports $185M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.