AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
BCO Wealth Management LLC reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value increased by 24.9%, rising from $130.59 million to $163.06 million. This growth was driven by a combination of market appreciation and substantial capital inflows, evidenced by the initiation of 18 new positions. The portfolio consists of 41 holdings, indicating a focused yet diversified approach. The firm relies heavily...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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