account_balance
Investment manager · 13F filer · SEC CIK 2112636
BDFS Capital LLC
Reported value$203Mas of Sep 30, 2026
Positions117 9 new, 8 sold out
Top 10 weight60.8%FTSM alone is 33%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FTSMFirst Tr Exchange-Traded Fd
32.7%Trimmed −3%
SHViShares Tr
5.7%
BNDXVanguard Charlotte FDS
4.6%Added +5%
DFSDDimensional ETF Trust
4.6%Added +33%
DFICDimensional ETF Trust
4.0%Added +5%
DFLVDimensional ETF Trust
2.0%Trimmed −8%
NVDANVIDIA Corp
2.0%
AAPLApple Inc.
1.9%
VGSHVanguard Scottsdale FDS
1.6%
BNDVanguard Bd Index FDS
1.6%
DFEM1.4%
FTSMFirst Tr Exchange-Traded Fd
32.7%Trimmed −3%
SHViShares Tr
5.7%
BNDXVanguard Charlotte FDS
4.6%
DFSDDimensional ETF Trust
4.6%
DFICDimensional ETF Trust
4.0%
DFLV
NVDAAAPLVGSH
BND
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
FTSM First Tr Exchange-Traded Fd 32.7% Trimmed −3%
SHV iShares Tr 5.7% Held
BNDX Vanguard Charlotte FDS 4.6% Added +5%
DFSD Dimensional ETF Trust 4.6% Added +33%
DFIC Dimensional ETF Trust 4.0% Added +5%
DFLV Dimensional ETF Trust 2.0% Trimmed −8%
NVDA NVIDIA Corp 2.0% HeldAAPL Apple Inc. 1.9% HeldVGSH Vanguard Scottsdale FDS 1.6% Held
BND Vanguard Bd Index FDS 1.6% Held
MSFT Microsoft Corp 1.5% Added +5%DFEM Dimensional ETF Trust 1.4% Added +10%
What changed
Biggest moves since Jun 30, 2026
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