BFI Wealth Solutions, LLC
BFI Wealth Solutions, LLC reported 82 positions worth $135.0M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: USFR (9.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | USFR | SH | $13.2M | 9.77% | 261,914 | — | — | |
| ▸ 2 | FNDX | SH | $7.2M | 5.33% | 231,563 | — | — | |
| ▸ 3 | PJAN | SH | $6.1M | 4.53% | 123,584 | — | — | |
| ▸ 4 | KJAN | SH | $5.2M | 3.84% | 113,715 | — | — | |
| ▸ 5 | KAPR | SH | $4.7M | 3.50% | 118,824 | — | — | |
| ▸ 6 | AVUV | SH | $4.7M | 3.48% | 37,644 | — | — | |
| ▸ 7 | FNDF | SH | $4.3M | 3.22% | 82,356 | — | — | |
| ▸ 8 | AVLC | SH | $4.2M | 3.10% | 46,466 | — | — | |
| ▸ 9 | FNDC | SH | $3.8M | 2.81% | 78,258 | — | — | |
| ▸ 10 | KOCT | SH | $3.7M | 2.73% | 98,837 | — | — |
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Frequently Asked Questions
What stocks does BFI Wealth Solutions, LLC hold as of Q2 2026?
BFI Wealth Solutions, LLC reported 82 positions worth $135.0M in its Q2 2026 13F filing. Largest positions: USFR (9.8%), FNDX (5.3%), PJAN (4.5%), KJAN (3.8%) and KAPR (3.5%).
What did BFI Wealth Solutions, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BFI Wealth Solutions, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.