account_balance
Investment manager · 13F filer · SEC CIK 2110651
BFI Wealth Solutions, LLC
Reported value$146Mas of Sep 30, 2026
Positions84 3 new, 1 sold out
Top 10 weight40.6%USFR alone is 8%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
USFRWisdomtree Tr
8.5%Trimmed −7%
FNDXSchwab Strategic Tr
4.9%Trimmed −6%
PJANInnovator Etfs Trust
4.2%Trimmed −2%
KJANInnovator Etfs Trust
3.8%Added +7%
AVLCAmerican Centy ETF Tr
3.7%Added +28%
KAPRInnovator Etfs Trust
3.3%Added +3%
SCHOSchwab Strategic Tr
3.3%Added +68%
FNDFSchwab Strategic Tr
3.1%
AVUVAmerican Centy ETF Tr
3.0%
KOCTInnovator Etfs Trust
2.9%Added +12%
FNDCSchwab Strategic Tr
2.7%+3%
EBUFInnovator Etfs Trust
2.2%
USFRWisdomtree Tr
8.5%Trimmed −7%
FNDXSchwab Strategic Tr
4.9%−6%
PJANInnovator Etfs Trust
4.2%−2%
KJANInnovator Etfs Trust
3.8%+7%
AVLCAmerican Centy ETF Tr
3.7%+28%
KAPRInnovator Etfs Trust
3.3%
SCHOSchwab Strategic Tr
3.3%
FNDFSchwab Strategic Tr
3.1%
AVUVAmerican Centy ETF Tr
3.0%
KOCT2.9%
FNDC2.7%
EBUF
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
USFR Wisdomtree Tr 8.5% Trimmed −7%
FNDX Schwab Strategic Tr 4.9% Trimmed −6%
PJAN Innovator Etfs Trust 4.2% Trimmed −2%
KJAN Innovator Etfs Trust 3.8% Added +7%
AVLC American Centy ETF Tr 3.7% Added +28%
KAPR Innovator Etfs Trust 3.3% Added +3%
SCHO Schwab Strategic Tr 3.3% Added +68%
FNDF Schwab Strategic Tr 3.1% Held
AVUV American Centy ETF Tr 3.0% Held
KOCT Innovator Etfs Trust 2.9% Added +12%
FNDC Schwab Strategic Tr 2.7% Added +3%
EBUF Innovator Etfs Trust 2.2% New
What changed
Biggest moves since Jun 30, 2026
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