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BCO Wealth Management LLC
RIA/Wealth
BCO Wealth Management LLC is a RIA/Wealth based in Carlsbad, NM led by John Milo Overstreet, reporting $300.5M in AUM as of Q3 2025 with 96% ETF concentration, 90% concentrated in top 10 holdings, and 21% allocation to DFAC.
Managing PartnerJohn Milo Overstreet
- Portfolio Value
- $151.1M
- Positions
- 36
- Top Holding
- DFAC at 20.93%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BCO Wealth Management LLC's portfolio (90.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $31.6M | 20.93% | +$967.7K Bought | — 820.0K shares | |
ETF ETF | $26.8M | 17.74% | +$1.0M Bought | — 372.5K shares | |
ETF ETF | $20.0M | 13.23% | +$502.7K Bought | — 467.4K shares | |
ETF ETF | $16.2M | 10.70% | +$560.3K Bought | — 493.0K shares | |
ETF ETF | $14.2M | 9.43% | +$89.7K Bought | — 295.6K shares | |
ETF ETF | $9.1M | 6.01% | -$225.1K Sold | — 85.2K shares | |
ETF ETF | $7.9M | 5.21% | +$269.9K Bought | — 245.7K shares | |
ETF ETF | $4.1M | 2.73% | -$22.0K Sold | — 55.6K shares | |
ETF ETF | $4.1M | 2.70% | +$561.9K Bought | — 85.0K shares | |
ETF ETF | $2.7M | 1.79% | +$228.1K Bought | — 25.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BCO Wealth Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+26.9% | |
+15.97% | |
+9.22% | |
+6.97% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-2.42% | |
-0.89% | |
-0.53% | |
-0.35% |
Analytics
Portfolio insights and performance metrics for BCO Wealth Management LLC
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