BFSG, LLC: 13F holdings
CIK 17068362026Q2
| Positions | 765 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 765 (+18 vs prior quarter) |
|---|
| Reported value | $1.1bn (+6.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 129,234 | $47.8m | 4.2% |
| NVDA NVIDIA CORPORATION | 172,109 | $34.4m | 3.1% |
| IAU ISHARES GOLD TR | 397,969 | $30.1m | 2.7% |
| IVV ISHARES TR | 36,072 | $27.0m | 2.4% |
| NEM NEWMONT CORP | 268,080 | $25.0m | 2.2% |
| AAPL APPLE INC | 80,639 | $23.3m | 2.1% |
| AVUV AMERICAN CENTY ETF TR | 182,054 | $22.7m | 2.0% |
| MSFT MICROSOFT CORP | 60,361 | $22.5m | 2.0% |
| MRVL MARVELL TECHNOLOGY INC | 73,918 | $22.0m | 2.0% |
| BND VANGUARD BD INDEX FDS | 262,844 | $19.3m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1706836")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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