BCO Wealth Management LLC - Portfolio Stock Holdings

BCO Wealth Management LLC disclosed 46 stock positions in a recent SEC 13F filing. $183,370,202 of stock holdings were filed, with the largest holdings including DFAC, DCOR, and DFCF. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $359,771,393 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.