BCO Wealth Management LLC reported 45 holdings worth US$183M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
BCO Wealth Management LLC reported 45 holdings worth US$183M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Iron Mountain Incorporated (delaware) and Nvidia Corporation. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$183M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 2,516 | US$1.26M | 0.69% |
| Iron Mountain Incorporated (delaware) | 4,275 | US$540K | 0.29% |
| Nvidia Corporation | 2,628 | US$526K | 0.29% |
| Extra Space Storage Inc | 3,437 | US$499K | 0.27% |
| Conocophillips | 4,652 | US$484K | 0.26% |
| Select Water Solutions, Inc. | 20,389 | US$407K | 0.22% |
| Cbre Group Inc | 2,951 | US$397K | 0.22% |
| Caterpillar, Inc. | 370 | US$394K | 0.21% |
| Umh Properties, Inc. | 19,954 | US$302K | 0.16% |
| Amazon.com, Inc. | 1,263 | US$301K | 0.16% |
| Apple Inc | 998 | US$289K | 0.16% |
| Essential Properties Realty Trust, Inc. | 9,650 | US$288K | 0.16% |
| Stag Industrial, Inc. | 6,200 | US$236K | 0.13% |
| Apple Hospitality Reit, Inc. | 13,710 | US$230K | 0.13% |
| W. P. Carey Inc. Reit | 2,850 | US$204K | 0.11% |
| Agnc Investment Corp. | 13,214 | US$144K | 0.08% |
| Medical Properties Trust, Inc. | 26,100 | US$121K | 0.07% |
| Pennantpark Floating Rate Capital Ltd. | 12,019 | US$89,902 | 0.05% |