account_balance
Investment manager · 13F filer · SEC CIK 1706836
BFSG, LLC
Reported value$1.14Bas of Sep 30, 2026
Positions915 192 new, 42 sold out
Top 10 weight25.7%VTI alone is 4%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
4.2%
NVDANVIDIA Corp
3.5%
MSFTMicrosoft Corp
2.7%
IAUiShares Gold Trust
2.6%Trimmed −3%
NEMNewmont Corp
2.6%Trimmed −3%
AAPLApple Inc.
2.5%Added +5%
IVViShares Tr
2.4%
AVUVAmerican Centy ETF Tr
1.9%
SGOLabrdn Gold ETF Trust
1.7%
MRVLMarvell Technology, Inc.
1.7%−2%
BNDVanguard Bd Index FDS
1.6%
GOOGAlphabet Inc.
1.5%Added +4%
VTIVanguard Index FDS
4.2%
NVDANVIDIA Corp
3.5%
MSFTMicrosoft Corp
2.7%
IAUiShares Gold Trust
2.6%−3%
NEMNewmont Corp
2.6%−3%
AAPLApple Inc.
2.5%
IVViShares Tr
2.4%
AVUVAmerican Centy ETF Tr
1.9%
SGOLabrdn Gold ETF Trust
1.7%
MRVL1.7%BND1.6%
GOOG1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 4.2% Held
NVDA NVIDIA Corp 3.5% HeldMSFT Microsoft Corp 2.7% HeldIAU iShares Gold Trust 2.6% Trimmed −3%NEM Newmont Corp 2.6% Trimmed −3%AAPL Apple Inc. 2.5% Added +5%IVV iShares Tr 2.4% Held
AVUV American Centy ETF Tr 1.9% Held
SGOL abrdn Gold ETF Trust 1.7% HeldMRVL Marvell Technology, Inc. 1.7% Trimmed −2%BND Vanguard Bd Index FDS 1.6% Held
GOOG Alphabet Inc. 1.5% Added +4%What changed
Biggest moves since Jun 30, 2026
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