Bco Wealth Management Q1 2026 Portfolio Changes
Bco Wealth Management Llc's portfolio value reached $182 million as of June 30, 2026. The firm increased its holdings in Dimensional ETFs and Vanguard funds while adding exposure to energy stocks.
As of June 30, 2026, Bco Wealth Management Llc's portfolio value stood at $182,270,698 (approximately $182 million). This filing reveals several notable changes in the investor's holdings during the quarter.
Consistent with previous periods, Bco Wealth Management maintained a strong focus on Dimensional Fund Trust ETFs. The top five largest positions by weight were all Dimensional ETFs: DFAC (21.37%), DCOR (18.11%), DFCF (12.21%), DFIC (10.81%) and DFEM (5.81%). All these funds showed positive changes in shares held, with increases ranging from 1.21% to 2.77%, indicating continued confidence in this diversified approach.
Significant purchases were noted for MGK during the quarter, which represents a Vanguard fund. The position increased by an impressive 400% (5388 shares added), making it one of Bco Wealth Management's notable buys. Another Dimensional ETF, DFLV, also showed substantial growth with a 100% increase in holdings.
Conversely, the investor reduced positions in several stocks during Q1 2026. WTTR experienced an 89.37% decrease (-6130 shares) and Select Water Solutions Inc saw its position eliminated entirely (100% change). Additionally, BND held by Vanguard decreased by 2.42%, while IXC held by iShares decreased by 17.39%. WPC also showed a significant reduction of -85.65% (-2400 shares) and COP experienced an 18.28% increase.
Overall, Bco Wealth Management demonstrated active management during the quarter ending June 30, 2026. The investor added new positions through purchases of Dimensional ETFs (DFLV), Vanguard funds (MGK) and energy stocks (WTTR). Exits occurred for iShares funds (IXC) and Select Water Solutions Inc.
For more detailed information on Bco Wealth Management's portfolio holdings, you can visit their profile page at https://www.insiderset.com/institutions/bco-wealth-management-llc. To explore specific stock positions mentioned in this report, please check the individual company pages for DFAC (DFAC), DFLV (DFLV), MGK (MGK) and WTTR (WTTR).