Bco Wealth Management LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 37 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 $28.5B, Dimensional ETF Trust with a value of $23.9B, Dimensional ETF Tr Core Fxd In with a value of $19.3B, Dimensional ETF Tr Dimensional with a value of $14.8B, and Dimensional ETF Tr Short Durat with a value of $14.1B.
Examining the 13F form we can see an increase of $12.7B in the current position value, from $128B to 140B.
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.
