BCO Wealth Management LLC

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    carlsbad, NM
  • CIK
    0002054749
  • All SEC filings
Q3 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

37

$151.54M
DFAC, DCOR, DFCF, DFIC
13F-HR
Oct 14, 2025
000208585325000081

37

$140.20M
DFAC, DCOR, DFCF, DFIC
13F-HR
Jul 18, 2025
000166773125000876

30

$127.54M
DFAC, DCOR, DFCF, DFSD
13F-HR
Apr 28, 2025
000166773125000539

34

$120.25M
DFAC, DCOR, DFCF, DFSD
13F-HR
Feb 12, 2025
000166773125000239
Bco Wealth Management Llc 13F Filings