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Portfolio (Quarterly) Guide ↗

BCO Wealth Management LLC

· CIK 0002054749
13F Portfolio $183M AUM 45 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 10 Added 6 Reduced 1 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MGV VANGUARD WORLD FD 3,242.0 $530K 0.29% $163.45 +2.3%
22 NVDA NVIDIA CORPORATION Technology 2,628.0 $526K 0.29% -250.0 -8.7% $200.09 +8.7%
23 BERKSHIRE HATHAWAY INC DEL 1,019.0 $510K 0.28% $500.39
24 EXR EXTRA SPACE STORAGE INC Real Estate 3,437.0 $499K 0.27% $145.30 -1.6%
25 COP CONOCOPHILLIPS Energy 4,652.0 $484K 0.26% +719.0 +18.3% $103.96 +25.4%
26 DFAT DIMENSIONAL ETF TRUST 6,184.0 $432K 0.24% $69.90 +1.8%
27 VOO VANGUARD INDEX FDS 616.0 $423K 0.23% NEW $686.81 +3.0%
28 WTTR SELECT WATER SOLUTIONS INC Utilities 20,389.0 $407K 0.22% -6K -23.1% $19.98 -3.5%
29 CBRE CBRE GROUP INC Real Estate 2,951.0 $397K 0.22% $134.69 +12.0%
30 CAT CATERPILLAR INC Industrials 370.0 $394K 0.21% $1064.90 -24.9%
31 SOXX ISHARES TR 605.0 $388K 0.21% -179.0 -22.8% $640.76 -20.6%
32 DFLV DIMENSIONAL ETF TRUST 9,315.0 $368K 0.20% NEW $39.54 +5.9%
33 XLRE SELECT SECTOR SPDR TR 7,115.0 $313K 0.17% $44.03 +1.0%
34 UMH UMH PPTYS INC Real Estate 19,954.0 $302K 0.17% $15.14 +8.9%
35 AMZN AMAZON COM INC Consumer Cyclical 1,263.0 $301K 0.16% $238.34 +11.8%
36 AAPL APPLE INC Technology 998.0 $289K 0.16% $289.36 +10.5%
37 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 9,650.0 $288K 0.16% $29.85 +1.7%
38 VSS VANGUARD INTL EQUITY INDEX F 1,774.0 $274K 0.15% $154.29 +4.1%
39 IJR ISHARES TR 1,744.0 $259K 0.14% $148.31 -1.8%
40 STAG STAG INDUSTRIAL INC Real Estate 6,200.0 $236K 0.13% $38.06 -2.3%
Page 2 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 52.1%
Technology 14.9%
Energy 8.9%
Utilities 7.5%
Industrials 7.2%
Consumer Cyclical 5.5%
Financial Services 3.9%