Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Balefire, LLC (CIK 1750924) reported $612.9M across 475 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($15.6M, 2.54%), IVV ($13.2M, 2.15%), NVDA ($13.0M, 2.12%), SPTM ($12.0M, 1.96%), VOO ($11.9M, 1.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $15.6M | 2.54% | 177,210 | Added |
| 2 | IVV | ISHARES TR | $13.2M | 2.15% | 17,608 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $13.0M | 2.12% | 65,016 | Trimmed |
| 4 | SPTM | SPDR SERIES TRUST | $12.0M | 1.96% | 132,332 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $11.9M | 1.94% | 17,339 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $11.9M | 1.94% | 16,165 | Trimmed |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $11.8M | 1.92% | 15,785 | Trimmed |
| 8 | BIL | SPDR SERIES TRUST | $10.9M | 1.79% | 119,431 | Trimmed |
| 9 | SDY | SPDR SERIES TRUST | $10.3M | 1.68% | 67,754 | Trimmed |
| 10 | AAPL | APPLE INC | $8.3M | 1.36% | 28,714 | Added |
| 11 | DE | DEERE & CO | $8.3M | 1.35% | 13,062 | Trimmed |
| 12 | SPAB | SPDR SERIES TRUST | $8.0M | 1.30% | 312,379 | Trimmed |
| 13 | HYG | ISHARES TR | $8.0M | 1.30% | 99,603 | Trimmed |
| 14 | MU | MICRON TECHNOLOGY INC | $7.8M | 1.27% | 6,721 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $7.2M | 1.17% | 19,292 | Trimmed |
| 16 | GOOG | ALPHABET INC | $6.4M | 1.05% | 18,131 | Added |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $6.3M | 1.03% | 29,649 | Trimmed |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.3M | 1.03% | 12,669 | Trimmed |
| 19 | IVW | ISHARES TR | $6.3M | 1.02% | 45,598 | Added |
| 20 | DYNF | BLACKROCK ETF TRUST | $6.2M | 1.02% | 91,726 | Added |
| 21 | LQD | ISHARES TR | $6.1M | 0.99% | 55,539 | Trimmed |
| 22 | IUSB | ISHARES TR | $5.6M | 0.91% | 120,307 | Added |
| 23 | GLD | SPDR GOLD TR | $5.4M | 0.88% | 14,712 | Trimmed |
| 24 | SPDW | SPDR INDEX SHS FDS | $5.1M | 0.83% | 100,882 | Trimmed |
| 25 | LLY | ELI LILLY & CO | $5.1M | 0.83% | 4,262 | Added |
Source: SEC Form 13F filings · as of 2026-06-30