BFSG, LLC - Portfolio overview

BFSG, LLC has 796 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 3.74%
2. IAU - ISHARES GOLD TR, 3.14%
3. NVDA - NVIDIA CORPORATION, 2.80%

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

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