BFI Wealth Solutions, LLC
CIK: 0002110651SEC EDGAR →
Portfolio Value
$105.0M
Holdings
73
As of
Q4 2025
New Positions
73
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 226,376 | $11.4M | 10.85% |
| 2 | SCHWAB STRATEGIC TR | 239,738 | $6.5M | 6.21% |
| 3 | INNOVATOR ETFS TRUST | 123,552 | $5.8M | 5.53% |
| 4 | INNOVATOR ETFS TRUST | 111,045 | $4.6M | 4.38% |
| 5 | INNOVATOR ETFS TRUST | 112,032 | $3.9M | 3.75% |
| 6 | SCHWAB STRATEGIC TR | 80,845 | $3.7M | 3.48% |
| 7 | FIRST TR EXCHNG TRADED FD VI | 145,144 | $3.4M | 3.25% |
| 8 | INNOVATOR ETFS TRUST | 80,306 | $2.9M | 2.77% |
| 9 | SCHWAB STRATEGIC TR | 78,989 | $2.8M | 2.71% |
| 10 | ISHARES TR | 25,205 | $2.5M | 2.41% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 57 | $85.7M | 81.7% |
| Unknown | 14 | $18.4M | 17.5% |
| Technology | 2 | $832K | 0.8% |