BFI Wealth Solutions, LLC: 13F holdings
CIK 21106512026Q2
| Positions | 82 |
|---|---|
| Reported value | $135.0m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| USFR WISDOMTREE TR | 261,914 | $13.2m | 9.8% |
| FNDX SCHWAB STRATEGIC TR | 231,563 | $7.2m | 5.3% |
| PJAN INNOVATOR ETFS TRUST | 123,584 | $6.1m | 4.5% |
| INNOVATOR ETFS TRUST | 113,715 | $5.2m | 3.8% |
| INNOVATOR ETFS TRUST | 118,824 | $4.7m | 3.5% |
| AVUV AMERICAN CENTY ETF TR | 37,644 | $4.7m | 3.5% |
| EWU SCHWAB STRATEGIC TR | 82,356 | $4.3m | 3.2% |
| SPYM AMERICAN CENTY ETF TR | 46,466 | $4.2m | 3.1% |
| FNDC SCHWAB STRATEGIC TR | 78,258 | $3.8m | 2.8% |
| INNOVATOR ETFS TRUST | 98,837 | $3.7m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110651")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.