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 $1.13B across 765 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($47.8M, 4.24%), NVDA ($35.0M, 3.11%), IAU ($30.1M, 2.66%), IVV ($27.0M, 2.39%), NEM ($25.0M, 2.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $47.8M | 4.24% | 129,234 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $35.0M | 3.11% | 172,109 | Trimmed |
| 3 | IAU | ISHARES GOLD TR | $30.1M | 2.66% | 397,969 | Added |
| 4 | IVV | ISHARES TR | $27.0M | 2.39% | 36,072 | Trimmed |
| 5 | NEM | NEWMONT CORP | $25.0M | 2.22% | 268,080 | Trimmed |
| 6 | AAPL | APPLE INC | $23.3M | 2.07% | 80,639 | Trimmed |
| 7 | AVUV | AMERICAN CENTY ETF TR | $22.7M | 2.01% | 182,054 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $22.5M | 2.00% | 60,361 | Added |
| 9 | MRVL | MARVELL TECHNOLOGY INC | $22.0M | 1.95% | 73,918 | Trimmed |
| 10 | BND | VANGUARD BD INDEX FDS | $19.3M | 1.71% | 262,844 | Added |
| 11 | SGOL | ETFS GOLD TR | $19.2M | 1.70% | 501,622 | Added |
| 12 | GOOG | ALPHABET INC | $16.9M | 1.50% | 47,912 | Trimmed |
| 13 | RTX | RTX CORPORATION | $16.6M | 1.48% | 87,730 | Added |
| 14 | APH | AMPHENOL CORP | $16.5M | 1.46% | 93,567 | Trimmed |
| 15 | DFEM | DIMENSIONAL ETF TRUST | $15.5M | 1.37% | 380,727 | Trimmed |
| 16 | GLD | SPDR GOLD TR | $15.2M | 1.35% | 41,371 | Trimmed |
| 17 | VXUS | VANGUARD STAR FDS | $14.3M | 1.27% | 167,054 | Added |
| 18 | JPST | J P MORGAN EXCHANGE TRADED F | $12.9M | 1.15% | 256,007 | Added |
| 19 | CSX | CSX CORP | $12.4M | 1.10% | 260,640 | Trimmed |
| 20 | BNDX | VANGUARD CHARLOTTE FDS | $12.0M | 1.06% | 247,281 | Added |
| 21 | AMZN | AMAZON COM INC | $11.8M | 1.04% | 49,361 | Added |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.7M | 1.03% | 24,446 | Trimmed |
| 23 | PANW | PALO ALTO NETWORKS INC | $11.7M | 1.03% | 34,221 | Trimmed |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $10.4M | 0.92% | 13,876 | Added |
| 25 | VDE | VANGUARD WORLD FD | $9.8M | 0.87% | 65,083 | Added |
Source: SEC Form 13F filings · as of 2026-06-30