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.
BFSG, LLC (CIK 1706836) reported $1.06B across 733 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($40.5M, 3.84%), IAU ($34.1M, 3.23%), NVDA ($30.9M, 2.92%), NEM ($29.2M, 2.76%), IVV ($23.9M, 2.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $40.5M | 3.84% | 126,285 | Added |
| 2 | IAU | ISHARES GOLD TR | $34.1M | 3.23% | 386,861 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $30.9M | 2.92% | 177,081 | Added |
| 4 | NEM | NEWMONT CORP | $29.2M | 2.76% | 269,465 | Trimmed |
| 5 | IVV | ISHARES TR | $23.9M | 2.26% | 36,589 | Trimmed |
| 6 | SGOL | ETFS GOLD TR | $22.3M | 2.11% | 499,442 | Added |
| 7 | MSFT | MICROSOFT CORP | $21.9M | 2.07% | 59,170 | Added |
| 8 | AAPL | APPLE INC | $21.2M | 2.00% | 83,342 | Added |
| 9 | AVUV | AMERICAN CENTY ETF TR | $20.3M | 1.92% | 183,392 | Added |
| 10 | BND | VANGUARD BD INDEX FDS | $19.0M | 1.80% | 258,311 | Added |
| 11 | GLD | SPDR GOLD TR | $17.8M | 1.69% | 41,401 | Trimmed |
| 12 | RTX | RTX CORPORATION | $16.9M | 1.60% | 87,652 | Trimmed |
| 13 | DFEM | DIMENSIONAL ETF TRUST | $14.1M | 1.34% | 408,581 | Added |
| 14 | GOOG | ALPHABET INC | $14.0M | 1.33% | 48,965 | Trimmed |
| 15 | VXUS | VANGUARD STAR FDS | $12.4M | 1.18% | 161,361 | Added |
| 16 | JPST | J P MORGAN EXCHANGE TRADED F | $12.1M | 1.14% | 238,673 | Added |
| 17 | APH | AMPHENOL CORP | $11.9M | 1.12% | 93,919 | Trimmed |
| 18 | BNDX | VANGUARD CHARLOTTE FDS | $11.5M | 1.09% | 238,712 | Added |
| 19 | VDE | VANGUARD WORLD FD | $11.2M | 1.06% | 64,713 | Trimmed |
| 20 | CSX | CSX CORP | $10.9M | 1.03% | 265,480 | Trimmed |
| 21 | TTFNF | TOTALENERGIES SE | $10.7M | 1.01% | 117,570 | Trimmed |
| 22 | XOM | EXXON MOBIL CORP | $10.3M | 0.97% | 60,547 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $10.2M | 0.96% | 48,847 | Added |
| 24 | NI | NISOURCE INC | $9.2M | 0.87% | 198,048 | Trimmed |
| 25 | CHD | CHURCH & DWIGHT CO INC | $9.2M | 0.87% | 98,580 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31