account_balance
Investment manager · 13F filer · SEC CIK 1762539
Bonfire Financial
Reported value$163Mas of Sep 30, 2026
Positions61 4 new, 3 sold out
Top 10 weight65.4%XLK alone is 17%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XLKSelect Sector SPDR Tr
17.1%
USFRWisdomtree Tr
14.5%Added +7%
VUGVanguard Index FDS
6.1%Added +8%
BRK-BBerkshire Hathaway Inc
5.1%Added +4%
XLFSelect Sector SPDR Tr
4.9%Added +2%
XLVSelect Sector SPDR Tr
4.2%Added +2%
VCRVanguard World Fd
3.9%Added +3%
XLCSelect Sector SPDR Tr
3.8%Added +3%
VTVVanguard Index FDS
2.9%
VISVanguard World Fd
2.7%
DGROiShares Tr
2.6%Added +36%
VGKVanguard Intl Equity Index F
2.2%+7%
XLKSelect Sector SPDR Tr
17.1%
USFRWisdomtree Tr
14.5%Added +7%
VUGVanguard Index FDS
6.1%
BRK-BBerkshire Hathaway Inc
5.1%
XLFSelect Sector SPDR Tr
4.9%+2%
XLVSelect Sector SPDR Tr
4.2%
VCRVanguard World Fd
3.9%
XLC3.8%
VTV2.9%
VIS2.7%
DGRO2.6%
VGK2.2%
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
XLK Select Sector SPDR Tr 17.1% Held
USFR Wisdomtree Tr 14.5% Added +7%
VUG Vanguard Index FDS 6.1% Added +8%
BRK-B Berkshire Hathaway Inc 5.1% Added +4%XLF Select Sector SPDR Tr 4.9% Added +2%
XLV Select Sector SPDR Tr 4.2% Added +2%
VCR Vanguard World Fd 3.9% Added +3%
XLC Select Sector SPDR Tr 3.8% Added +3%
VTV Vanguard Index FDS 2.9% Held
VIS Vanguard World Fd 2.7% Held
DGRO iShares Tr 2.6% Added +36%
VGK Vanguard Intl Equity Index F 2.2% Added +7%
What changed
Biggest moves since Jun 30, 2026
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