Bco Wealth Management Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    carlsbad, NM
  • CIK
    0002054749
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

37

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

30

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

34

$120.25 M
DFAC, DCOR, DFCF, DFSD
13F-HR
Feb 12, 2025
000166773125000239