Bco Wealth Management LLC
BCO Wealth Management LLC is a registered investment adviser headquartered in Carlsbad, New Mexico. Founded in 2022, the firm provides wealth management and investment advisory services to individuals including high-net-worth clients, charitable organizations, and pension plans. With a small team of around 7 employees, BCO serves over 1,000 client accounts and manages hundreds of millions in client assets. Its advisory practice is focused on creating tailored investment strategies to help clients achieve their financial objectives.
Investment Strategy
BCO Wealth Management LLC constructs and manages investment portfolios on a discretionary basis, primarily serving individuals, high-net-worth individuals, charities, and pension plans. The firm utilizes a blend of individual securities and funds, focusing on diversification and risk management. Its philosophy emphasizes long-term goals, client suitability, and prudent asset allocation to meet diverse client objectives. Its reported 13F holdings suggest use of ETF and mutual fund products to create broad-based exposures while seeking tax efficiency and cost effectiveness.
Top Holdings
Equity Positions (37)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 20.87% | $31.6M | 819,982 | $34.62 | $38.57 | +$3.1M |
D DCOR | DIMENSIONAL ETF TRUST | 17.68% | $26.8M | 372,487 | $64.27 | $71.94 | +$2.9M |
D DFCF | DIMENSIONAL ETF TRUST | 13.19% | $20.0M | 467,423 | $41.43 | $42.76 | +$730.5K |
D DFIC | DIMENSIONAL ETF TRUST | 10.67% | $16.2M | 492,982 | $26.51 | $32.79 | +$1.4M |
D DFSD | DIMENSIONAL ETF TRUST | 9.40% | $14.2M | 295,646 | $47.00 | $48.19 | +$142.6K |