Bco Wealth Management LLC Portfolio Holdings

Bco Wealth Management LLC

  • $128 Billion
  • Q1 2025

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.

Portfolio value $128 Billion
ETFs: $101 Billion
Real Estate: $2.49 Billion
Energy: $613 Million
Financial Services: $543 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $128 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Bco Wealth Management LLC Portfolio

Follow Bco Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bco Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bco Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email