Bco Wealth Management LLC Portfolio Holdings

Bco Wealth Management LLC

  • $163 Billion
  • Q4 2025

Bco Wealth Management LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 41 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 $33.8B, Dimensional ETF Trust with a value of $28.9B, Dimensional ETF Tr Core Fxd In with a value of $21.4B, Dimensional ETF Tr Dimensional with a value of $17.8B, and Dimensional ETF Tr Short Durat with a value of $16.4B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $152B to 163B.

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.

Portfolio value $163 Billion
ETFs: $125 Billion
Real Estate: $2.54 Billion
Financial Services: $1.38 Billion
Technology: $808 Million
Energy: $647 Million
Consumer Cyclical: $292 Million
Industrials: $212 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$755 Million 0.46% of portfolio
1
Q3 2025 New
$465B
$537 Million 0.33% of portfolio
2,878
Q3 2025 Added 0.38%
$662B
$512 Million 0.31% of portfolio
1,019
Q4 2024 New
$2.39T
$292 Million 0.18% of portfolio
1,263
Q4 2025 Reduced 0.16%
$4.3T
$271 Million 0.17% of portfolio
998
Q4 2025 Reduced 1.09%
$291B
$212 Million 0.13% of portfolio
370
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $163 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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