13F Filings History of BCO Wealth Management LLC

Latest 13F report
Q3 2025 - 14 Oct 2025
Value $
$151,538,727
Signature - Title
John Overstreet - CCO
Location
Carlsbad, NM
Summary
This page shows a list of all the recent 13F filings made by BCO Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BCO Wealth Management LLC reported 37 stock holdings with total value $151,538,727 as of Q3 2025. Top holdings included DFAC, DCOR, DFCF, DFIC, and DFSD.

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Holdings Value

List of Other Managers Reporting for BCO Wealth Management LLC:

Name Holdings Value Location File Number
SEI INVESTMENTS MANAGEMENT CORP Oaks, PA 028-16475
CITY NATIONAL ROCHDALE, LLC New York, NY 028-05392
PZENA INVESTMENT MANAGEMENT LLC $30,942,202,495 New York, NY 028-03791
WCM INVESTMENT MANAGEMENT, LLC $48,063,311,351 Laguna Beach, CA 028-07104
GREAT LAKES ADVISORS, LLC $11,980,208,134 Chicago, IL 028-05229
Neuberger Berman Investment Advisers LLC New York, NY 028-17085
Cullen Capital Management, LLC $9,141,133,598 New York, NY 028-11905
MAR VISTA INVESTMENT PARTNERS LLC $1,150,628,940 Los Angeles, CA 028-13243
MFS Institutional Advisors, Inc. Boston, MA 028-13173
Copeland Capital Management, LLC $4,799,101,082 Conshohocken, PA 028-14668
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 37 $151,538,727 +$5,070,453 -$490,318 +$4,580,135 DFAC, DCOR, DFCF, DFIC, DFSD 13F-HR 14 Oct 2025, 17:12
Q2 2025 37 $140,198,376 +$6,678,051 -$1,024,651 +$5,653,400 DFAC, DCOR, DFCF, DFIC, DFSD 13F-HR 18 Jul 2025, 11:54
Q1 2025 30 $127,540,172 +$10,345,693 -$2,185,867 +$8,159,826 DFAC, DCOR, DFCF, DFSD, DFIC 13F-HR 28 Apr 2025, 11:57
Q4 2024 34 $120,244,871 $0 $0 $0 DFAC, DCOR, DFCF, DFSD, DFIC 13F-HR 12 Feb 2025, 08:45