Bco Wealth Management LLC Portfolio Holdings

Bco Wealth Management LLC

  • $152 Billion
  • Q3 2025

Bco Wealth Management LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 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 $31.6B, Dimensional ETF Trust with a value of $26.8B, Dimensional ETF Tr Core Fxd In with a value of $20B, Dimensional ETF Tr Dimensional with a value of $16.2B, and Dimensional ETF Tr Short Durat with a value of $14.2B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $140B to 152B.

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 $152 Billion
ETFs: $116 Billion
Real Estate: $2.63 Billion
Financial Services: $1.27 Billion
Technology: $794 Million
Energy: $612 Million
Consumer Cyclical: $278 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.39B
$287 Million 0.19% of portfolio
9,650
Q4 2024 New
$6.89B
$219 Million 0.14% of portfolio
6,200
Q4 2024 New
$2.69B
$165 Million 0.11% of portfolio
13,710
Q4 2024 New
$5.6B
$146 Million 0.1% of portfolio
14,961
Q3 2025 Added 26.9%
$2.96B
$132 Million 0.09% of portfolio
26,100
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $152 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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