BFI Wealth Solutions, LLC - Portfolio Stock Holdings
BFI Wealth Solutions, LLC disclosed 85 stock positions in a recent SEC 13F filing. $145,578,935 of stock holdings were filed, with the largest holdings including USFR, FNDX, and PJAN. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $145,000,000 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
85Est. Stock Holding Value:
$145,578,935Top Stock Holdings By Sector
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Portfolio Stock Holdings - BFI Wealth Solutions, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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