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BFSG, LLC - Portfolio Stock Holdings

BFSG, LLC disclosed 804 stock positions in a recent SEC 13F filing. $1,126,157,908 of stock holdings were filed, with the largest holdings including VTI, NVDA, and IAU. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,535,338,692 and has 31 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

804

Est. Stock Holding Value:

$1,126,157,908

Top Stock Holdings By Sector

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Portfolio Stock Holdings - BFSG, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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