Bco Wealth Management LLC Portfolio Holdings

Bco Wealth Management LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $25.6B, Dimensional ETF Trust with a value of $21.2B, Dimensional ETF Tr Core Fxd In with a value of $18.1B, Dimensional ETF Tr Short Durat with a value of $13.1B, and Dimensional ETF Tr Dimensional with a value of $12.7B.

Examining the 13F form we can see an increase of $7.3B in the current position value, from $120B to 128B.

Bco Wealth Management LLC is based out at Carlsbad, NM

Below you can find more details about Bco Wealth Management LLC portfolio as well as his latest detailed transactions.