BCO Wealth Management LLC

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...