BFI Wealth Solutions, LLC - Portfolio overview

BFI Wealth Solutions, LLC has 75 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. USFR - WISDOMTREE TR, 6.17%
2. KJAN - INNOVATOR ETFS TRUST, 4.56%
3. FNDX - SCHWAB STRATEGIC TR, 4.48%

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

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