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John Overstreet

Bco Wealth Management Llc

Assets Managed
$183.37M
Holdings
45
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.16%(2Q avg: 6.13%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Bco Wealth Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 45 positions.

Assets under management

The assets under management (AUM) of Bco Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 183.37M in assets, with a quarterly growth rate of 10.16% and a 2-quarter average growth rate of 6.13%. The portfolio is managed by John Overstreet, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.24%
21.37%
$39.184M
883,317 shares@ $44.36 avg price
DCOR
Dimensional Us Core Eq 1 Etf
Recent Activity
Increased 1.73%
18.11%
$33.208M
405,069 shares@ $81.99 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 2.78%
12.22%
$22.395M
530,572 shares@ $42.22 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 2.71%
10.82%
$19.826M
532,087 shares@ $37.26 avg price
DFSD
Dimensional Short Duration
Recent Activity
Decreased -0.09%
9.33%
$17.094M
357,978 shares@ $47.76 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 1.22%
5.82%
$10.661M
262,316 shares@ $40.64 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Decreased -2.09%
4.89%
$8.953M
83,192 shares@ $107.62 avg price
DFNM
Dimensional National Muni Bd
Recent Activity
Increased 3.57%
2.96%
$5.42M
112,137 shares@ $48.34 avg price
SUB
Ishares Short-term National
Recent Activity
Increased 6.18%
2.3%
$4.201M
39,461 shares@ $106.48 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -2.41%
1.95%
$3.574M
48,688 shares@ $73.41 avg price

1-10 of 45