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Bco Wealth Management - Q2 2026 13F Filings

BC

Bco Wealth Management LLC

CIK: 0002054749
Address: New Mexico Carlsbad 412 N Canal St
$183.37 M
Portfolio Value
45
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. DFAC Dimensional Us Core Equity 2 Etf
+$856,103.16
2. DFCF Dimensional Core Fixed Income Etf
+$604,405.04
3. DCOR Dimensional Us Core Equity 1 Etf
+$563,120.78
4. LEND Sei High Yield Bond & Alternative Credit Etf
+$548,606
5. DFIC Dimensional International Core Equity 2 Etf
+$521,267.36

Top Sells

Q2 2026
1. MAGS Roundhill Magnificent Seven Etf
−$243,174
2. MUB Ishares National Muni Bond Etf
−$191,886.46
3. WTTR Select Water Solutions
−$122,477.33
4. IXC Ishares Global Energy Etf
−$117,912.03
5. SOXX Ishares Semiconductor Etf
−$114,695.8

Asset Allocation

Stocks/ETFs
+10.15%
$183.37 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bco Wealth Management Q2 2026 Filing Summary

Bco Wealth Management LLC filed its 13F report for Q2 2026 on July 14, 2026. The portfolio totaled 183.37 M reflecting a +10.15% change from the prior quarter, spanning 45 assets. The top 10 holdings comprised 89.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Bco Wealth Management’s Q2 2026 Filing

Bco Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Bco Wealth Management reported a managed portfolio value of 183.37 M, consisting of 45 individual positions.

This page displays the raw filing documents. To see which stocks Bco Wealth Management bought or sold during Q2 2026, please visit Bco Wealth Management's Portfolio Analysis page.