BCO Wealth Management LLC
Q3 2026 13F Holdings
Location
Carlsbad, NM
Holdings as of
9/30/2026
Value ($000)
$185,476
Num holdings
42
Date filed
10/14/2026
Form type
13F-HR
Holdings also reported by
RBC Rochdale, LLC
SEI Investments Management Corp
Great Lakes Advisors, LLC
7 more
Cullen Capital Management, LLC
WCM Investment Management, LLC
Pzena Investment Management LLC
Neuberger Berman Investment Advisers LLC
Mar Vista Investment Partners LLC
Copeland Capital Management, LLC
MFS Institutional Advisors, Inc.
Prev filing
7/14/2026
Next filing
SEC
View on sec.gov
Compare Q3 2026 to
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type