SEC Form 13F

BCO Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$183,370,257
Positions45

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$39,183,920883,317
DIMENSIONAL ETF TRUSTDCORUS COR EQU 1 ETF$33,207,566405,069
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$22,395,446530,572
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$19,825,560532,087
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$17,093,512357,978
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$10,660,522262,316
ISHARES TRMUBNATIONAL MUN ETF$8,953,12383,192
DIMENSIONAL ETF TRUSTDFNMNATL MUN BD ETF$5,420,144112,137
ISHARES TRSUBSHRT NAT MUN ETF$4,201,41539,461
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$3,574,18248,688

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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