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Bco Wealth Management - Q1 2026 13F Filings

BC

Bco Wealth Management LLC

CIK: 0002054749
Address: New Mexico Carlsbad 412 N Canal St
$166.47 M
Portfolio Value
42
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. DFSD Dimensional Short-Duration Fixed Income Etf
+$736,347.3
2. MUB Ishares National Muni Bond Etf
+$713,964.96
3. DFCF Dimensional Core Fixed Income Etf
+$572,967.39
4. DCOR Dimensional Us Core Equity 1 Etf
+$435,074.83
5. SUB Ishares Short-Term National Muni Bond Etf
+$394,691.19

Top Sells

Q1 2026
1. DFAS Dimensional Us Small Cap Etf
−$102,783.28
2. MGK Vanguard Mega Cap Growth Etf
−$33,804.57

Asset Allocation

Stocks/ETFs
+2.09%
$166.47 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bco Wealth Management Q1 2026 Filing Summary

Bco Wealth Management LLC filed its 13F report for Q1 2026 on April 16, 2026. The portfolio totaled 166.47 M reflecting a +2.09% change from the prior quarter, spanning 42 assets. The top 10 holdings comprised 90.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Bco Wealth Management’s Q1 2026 Filing

Bco Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/16/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Bco Wealth Management reported a managed portfolio value of 166.47 M, consisting of 42 individual positions.

This page displays the raw filing documents. To see which stocks Bco Wealth Management bought or sold during Q1 2026, please visit Bco Wealth Management's Portfolio Analysis page.