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Super Investors BCO Wealth Management LLC
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BCO Wealth Management LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$185M
Positions
42
Quarter ended
September 30, 2026
Filed
October 14, 2026

Reported portfolio value by quarter (8 quarters reported)

$185M $120M
Q4 24 Q2 25 Q4 25 Q2 26 Q3 26

$120M in Q4 2024 → $185M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 21.6% Added 2.0% 900,737 $40M
DI Dfa Invt Dimensions Group In 18.6% New 417,412 $34.5M
DE Dimensional ETF Trust 12.1% Added 5.1% 557,596 $22.4M
DE Dimensional ETF Trust 11.1% Added 3.3% 549,555 $20.7M
DE Dimensional ETF Trust 9.4% Added 4.4% 373,603 $17.4M
DE Dimensional ETF Trust 5.8% Added 3.3% 270,862 $10.8M
IT Ishares Tr 4.6% Added 2.0% 84,853 $8.58M
DE Dimensional ETF Trust 3.2% Added 15% 128,922 $5.93M
IT Ishares Tr 2.5% Added 11% 43,896 $4.59M
VB Vanguard Bd Index Fds 1.8% Trimmed 0.9% 48,261 $3.39M
DE Dimensional ETF Trust 1.5% Trimmed 3.1% 76,497 $2.83M
DE Dimensional ETF Trust 1.3% Trimmed 3.1% 28,915 $2.4M
DE Dimensional ETF Trust 0.4% Trimmed 0.7% 10,281 $796K
BH Berkshire Hathaway Inc Del 0.4% Unchanged 1 $747K
IT Ishares Tr 0.4% Unchanged 935 $716K
IT Ishares Tr 0.4% Unchanged 11,399 $649K
VW Vanguard World Fd 0.3% Trimmed 1.7% 6,623 $614K
Nvidia Corporation 0.3% Unchanged 2,628 $600K
SE Sei Exchange Traded Funds 0.3% Trimmed 0.9% 21,598 $523K
Conocophillips 0.3% Trimmed 10% 4,172 $522K
BH Berkshire Hathaway Inc Del 0.3% Unchanged 1,019 $507K
IM Iron Mtn Inc Del 0.3% Unchanged 4,275 $474K
Extra Space Storage Inc 0.2% Unchanged 3,437 $452K
VI Vanguard Index Fds 0.2% Trimmed 6.8% 574 $402K
DE Dimensional ETF Trust 0.2% Trimmed 3.0% 5,998 $399K
Cbre Group Inc 0.2% Unchanged 2,951 $379K
DE Dimensional ETF Trust 0.2% Trimmed 1.4% 9,180 $369K
VW Vanguard World Fd 0.2% Trimmed 36% 2,081 $335K
IT Ishares Tr 0.2% Trimmed 2.8% 588 $334K
Apple Inc 0.2% Unchanged 998 $332K
Amazon Com Inc 0.2% Unchanged 1,263 $315K
UP Umh Pptys Inc 0.2% Unchanged 19,954 $307K
Caterpillar Inc 0.2% Unchanged 370 $300K
SS Select Sector SPDR Tr 0.2% Unchanged 7,115 $291K
Select Water Solutions Inc 0.2% Trimmed 30% 14,259 $282K
VI Vanguard Intl Equity Index F 0.1% Unchanged 1,774 $275K
EP Essential Pptys Rlty Tr Inc 0.1% Unchanged 9,650 $249K
IT Ishares Tr 0.1% Trimmed 3.3% 1,686 $229K
Stag Industrial Inc 0.1% Unchanged 6,200 $222K
Apple Hospitality REIT Inc 0.1% Unchanged 13,710 $222K
AI Agnc Invt Corp 0.1% Unchanged 13,214 $120K
Medical Properties Trust Inc 0.0% Unchanged 26,100 $90.3K

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 7 quarters.

Q3 2026

quarter ended September 30, 2026 · filed October 14, 2026

Company Action Shares changed Value of change % of portfolio
DI Dfa Invt Dimensions Group In New +417,412 +$34.5M 18.6%
DE Dimensional ETF Trust Exited −405,069 −$33.2M —
DE Dimensional ETF Trust Added +27,024 +$1.08M 12.1%
DE Dimensional ETF Trust Added +17,420 +$774K 21.6%
DE Dimensional ETF Trust Added +16,785 +$773K 3.2%
DE Dimensional ETF Trust Added +15,625 +$726K 9.4%
DE Dimensional ETF Trust Added +17,468 +$657K 11.1%
DE Dimensional ETF Trust Exited −8,285 −$551K —
IT Ishares Tr Added +4,435 +$464K 2.5%
DE Dimensional ETF Trust Added +8,546 +$339K 5.8%

Showing the 10 largest of 27 changes.

Q2 2026

quarter ended June 30, 2026 · filed July 14, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +19,299 +$856K 21.4%
DE Dimensional ETF Trust Added +14,319 +$604K 12.2%
DE Dimensional ETF Trust Added +6,869 +$563K 18.1%
SE Sei Exchange Traded Funds New +21,795 +$549K 0.3%
DE Dimensional ETF Trust Added +13,990 +$521K 10.8%
VW Vanguard World Fd Added +5,388 +$474K 0.3%
VI Vanguard Index Fds New +616 +$423K 0.2%
DE Dimensional ETF Trust New +9,315 +$368K 0.2%
IT Ishares Tr Added +2,295 +$244K 2.3%
LF Listed Fds Tr Exited −4,197 −$243K —

Showing the 10 largest of 24 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 16, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +15,379 +$736K 10.3%
IT Ishares Tr Added +6,726 +$714K 5.4%
DE Dimensional ETF Trust Added +13,571 +$573K 13.1%
DE Dimensional ETF Trust Added +6,036 +$435K 17.2%
IT Ishares Tr Added +3,706 +$395K 2.4%
DE Dimensional ETF Trust Added +9,562 +$372K 20.2%
DE Dimensional ETF Trust Added +5,565 +$267K 3.1%
IT Ishares Tr New +1,744 +$217K 0.1%
DE Dimensional ETF Trust Trimmed −1,445 −$103K 0.4%
DE Dimensional ETF Trust Added +1,968 +$68K 5.4%

Showing the 10 largest of 19 changes.

Q4 2025

quarter ended December 31, 2025 · filed January 14, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +47,301 +$2.27M 10.1%
DE Dimensional ETF Trust Added +35,259 +$1.5M 13.1%
DE Dimensional ETF Trust Added +19,677 +$1.45M 17.7%
DE Dimensional ETF Trust Added +34,474 +$1.36M 20.7%
IT Ishares Tr Added +8,147 +$869K 2.2%
DE Dimensional ETF Trust Added +17,682 +$852K 3.0%
DE Dimensional ETF Trust Added +24,449 +$843K 10.9%
IT Ishares Tr Trimmed −6,969 −$746K 5.1%
VB Vanguard Bd Index Fds Trimmed −5,800 −$430K 2.3%
DE Dimensional ETF Trust Added +11,552 +$382K 5.2%

Showing the 10 largest of 28 changes.

Q3 2025

quarter ended September 30, 2025 · filed October 14, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +14,338 +$1.03M 17.7%
DE Dimensional ETF Trust Added +25,090 +$968K 20.9%
BH Berkshire Hathaway Inc Del New +1 +$754K 0.5%
DE Dimensional ETF Trust Added +11,712 +$562K 2.7%
DE Dimensional ETF Trust Added +17,087 +$560K 10.7%
DE Dimensional ETF Trust Added +11,756 +$503K 13.2%
DE Dimensional ETF Trust Added +8,416 +$270K 5.2%
Caterpillar Inc Exited −592 −$230K —
IT Ishares Tr Added +2,136 +$228K 1.8%
IT Ishares Tr Trimmed −2,114 −$225K 6.0%

Showing the 10 largest of 22 changes.

Q2 2025

quarter ended June 30, 2025 · filed July 18, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +24,280 +$1.03M 13.7%
DE Dimensional ETF Trust Added +12,936 +$865K 17.1%
DE Dimensional ETF Trust Added +17,534 +$842K 10.1%
DE Dimensional ETF Trust Added +17,762 +$637K 20.3%
VB Vanguard Bd Index Fds Trimmed −8,264 −$608K 2.9%
DE Dimensional ETF Trust Added +17,438 +$542K 10.6%
Nvidia Corporation New +2,867 +$453K 0.3%
DE Dimensional ETF Trust New +7,608 +$413K 0.3%
IT Ishares Tr Trimmed −2,886 −$302K 6.5%
Amazon Com Inc New +1,265 +$278K 0.2%

Showing the 10 largest of 24 changes.

Q1 2025

quarter ended March 31, 2025 · filed April 28, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +37,406 +$2.29M 16.6%
DE Dimensional ETF Trust Added +59,884 +$1.98M 20.1%
DE Dimensional ETF Trust Added +44,258 +$1.86M 14.2%
DE Dimensional ETF Trust Added +60,048 +$1.67M 10.0%
DE Dimensional ETF Trust Added +21,610 +$1.03M 10.3%
DE Dimensional ETF Trust Added +29,500 +$781K 4.7%
SS Schwab Strategic Tr Exited −28,101 −$722K —
DE Dimensional ETF Trust Added +8,806 +$419K 2.5%
VB Vanguard Bd Index Fds Trimmed −4,126 −$303K 3.7%
IT Ishares Tr Added +2,684 +$283K 1.7%

Showing the 10 largest of 20 changes.

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