BDFS Capital LLC - Portfolio overview

BDFS Capital LLC has 137 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. FTSM - FIRST TR EXCHANGE-TRADED FD, 32.17%
2. DFAC - DIMENSIONAL ETF TRUST, 4.65%
3. DCOR - DIMENSIONAL ETF TRUST, 3.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.