BCO Wealth Management LLC
Annual return '25
+12.8%
SPY '25
+17.7%
Alpha
-5.0ptsvs SPY
Invested
$332.9M
Holdings
42
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 820.0k shares)
20.2%
02
$DCOR
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 372.5k shares)
17.2%
03
$DFCF
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 467.4k shares)
13.1%
04
$DFIC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 493.0k shares)
11.1%
05
$DFSD
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 295.6k shares)
10.3%
06
$MUB
ISHARES TR
Q4 2025: Exited (was 85.2k shares)
5.4%
07
$DFEM
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 245.7k shares)
5.4%
08
$DFNM
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 85.0k shares)
3.1%
09
$SUB
ISHARES TR
Q4 2025: Exited (was 25.3k shares)
2.4%
10
$BND
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 55.6k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:29 UTC.