BCO Wealth Management LLC
$183M
21
4.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $2.91M | 1.59% | Not reported | 0.0% | Q4 2024 |
 BRK.A | $749K | 0.41% | Not reported | Not reported | Q3 2025 |
 LEND | $549K | 0.30% | Not reported | New | Q2 2026 |
 IRM | $540K | 0.29% | 0.00% | Not reported | Q4 2024 |
 NVDA | $526K | 0.29% | 0.00% | -8.7% | Q2 2025 |
| BRK.B | $510K | 0.28% | Not reported | Not reported | Q4 2024 |
 EXR | $499K | 0.27% | 0.00% | Not reported | Q4 2024 |
 COP | $484K | 0.26% | 0.00% | +18.3% | Q4 2024 |
 WTTR | $407K | 0.22% | 0.05% | -23.1% | Q4 2024 |
 CBRE | $397K | 0.22% | 0.00% | Not reported | Q4 2024 |
 CAT | $394K | 0.21% | 0.00% | Not reported | Q4 2024 |
 UMH | $302K | 0.16% | 0.02% | Not reported | Q4 2024 |
 AMZN | $301K | 0.16% | 0.00% | Not reported | Q2 2025 |
 AAPL | $289K | 0.16% | 0.00% | Not reported | Q4 2024 |
 EPRT | $288K | 0.16% | 0.00% | Not reported | Q4 2024 |
 STAG | $236K | 0.13% | 0.00% | Not reported | Q4 2024 |
 APLE | $230K | 0.13% | 0.01% | Not reported | Q4 2024 |
 WPC | $204K | 0.11% | 0.00% | New | Q2 2026 |
 AGNC | $144K | 0.08% | 0.00% | Not reported | Q2 2025 |
 MPT | $121K | 0.07% | 0.00% | Not reported | Q4 2024 |
 PFLT | $89.9K | 0.05% | 0.01% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| DFAX | $2.68M | 1.61% | Not reported | 0.0% | Q4 2024 |
| BRK.A | $718K | 0.43% | Not reported | Not reported | Q3 2025 |
| COP | $519K | 0.31% | 0.00% | Not reported | Q4 2024 |
| NVDA | $502K | 0.30% | 0.00% | Not reported | Q2 2025 |
| BRK.B | $488K | 0.29% | Not reported | Not reported | Q4 2024 |
| EXR | $451K | 0.27% | 0.00% | Not reported | Q4 2024 |
| IRM | $437K | 0.26% | 0.00% | Not reported | Q4 2024 |
| WTTR | $406K | 0.24% | 0.07% | Not reported | Q4 2024 |
| CBRE | $400K | 0.24% | 0.00% | Not reported | Q4 2024 |
| EPRT | $293K | 0.18% | 0.00% | Not reported | Q4 2024 |
| UMH | $288K | 0.17% | 0.02% | Not reported | Q4 2024 |
| AMZN | $263K | 0.16% | 0.00% | Not reported | Q2 2025 |
| CAT | $262K | 0.16% | 0.00% | Not reported | Q4 2024 |
| AAPL | $253K | 0.15% | 0.00% | Not reported | Q4 2024 |
| STAG | $224K | 0.13% | 0.00% | Not reported | Q4 2024 |
| APLE | $158K | 0.09% | 0.01% | Not reported | Q4 2024 |
| AGNC | $133K | 0.08% | 0.00% | +2.7% | Q2 2025 |
| MPT | $121K | 0.07% | 0.00% | Not reported | Q4 2024 |
| PFLT | $96.6K | 0.06% | 0.01% | +2.7% | Q4 2025 |
| Q4 2025 | |||||
| DFAX | $2.58M | 1.58% | Not reported | -2.2% | Q4 2024 |
| BRK.A | $755K | 0.46% | Not reported | Not reported | Q3 2025 |
| NVDA | $537K | 0.33% | 0.00% | Not reported | Q2 2025 |
| BRK.B | $512K | 0.31% | Not reported | Not reported | Q4 2024 |
| CBRE | $474K | 0.29% | 0.00% | -0.2% | Q4 2024 |
| EXR | $448K | 0.27% | 0.00% | Not reported | Q4 2024 |
| COP | $368K | 0.23% | 0.00% | +13.2% | Q4 2024 |
| IRM | $355K | 0.22% | 0.00% | Not reported | Q4 2024 |
| UMH | $317K | 0.19% | 0.02% | Not reported | Q4 2024 |
| AMZN | $292K | 0.18% | 0.00% | -0.2% | Q2 2025 |
| EPRT | $286K | 0.18% | 0.00% | Not reported | Q4 2024 |
| WTTR | $279K | 0.17% | 0.07% | Not reported | Q4 2024 |
| AAPL | $271K | 0.17% | 0.00% | -1.1% | Q4 2024 |
| STAG | $228K | 0.14% | 0.00% | Not reported | Q4 2024 |
| CAT | $212K | 0.13% | 0.00% | Not reported | Q4 2024 |
| APLE | $162K | 0.10% | 0.01% | Not reported | Q4 2024 |
| AGNC | $138K | 0.08% | 0.00% | -14.0% | Q2 2025 |
| MPT | $131K | 0.08% | 0.00% | Not reported | Q4 2024 |
| PFLT | $109K | 0.07% | 0.01% | New | Q4 2025 |
| Q3 2025 | |||||
| DFAX | $2.53M | 1.67% | Not reported | +0.1% | Q4 2024 |
| BRK.A | $754K | 0.50% | Not reported | New | Q3 2025 |
| NVDA | $537K | 0.35% | 0.00% | +0.4% | Q2 2025 |
| BRK.B | $512K | 0.34% | Not reported | Not reported | Q4 2024 |
| EXR | $484K | 0.32% | 0.00% | Not reported | Q4 2024 |
| CBRE | $466K | 0.31% | 0.00% | Not reported | Q4 2024 |
| IRM | $436K | 0.29% | 0.00% | Not reported | Q4 2024 |
| COP | $329K | 0.22% | 0.00% | Not reported | Q4 2024 |
| UMH | $296K | 0.20% | 0.02% | Not reported | Q4 2024 |
| EPRT | $287K | 0.19% | 0.00% | Not reported | Q4 2024 |
| WTTR | $283K | 0.19% | 0.07% | Not reported | Q4 2024 |
| AMZN | $278K | 0.18% | 0.00% | Not reported | Q2 2025 |
| AAPL | $257K | 0.17% | 0.00% | +1.5% | Q4 2024 |
| STAG | $219K | 0.14% | 0.00% | Not reported | Q4 2024 |
| APLE | $165K | 0.11% | 0.01% | Not reported | Q4 2024 |
| AGNC | $146K | 0.10% | 0.00% | +26.9% | Q2 2025 |
| MPT | $132K | 0.09% | 0.00% | Not reported | Q4 2024 |