BFI Wealth Solutions, LLC

Institutional manager·CIK 2110651

Annual return

—

SPY

—

Alpha

—

Invested

$104.3M

Holdings

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$USFR

WISDOMTREE TR

Q4 2025: New position (226.4k shares)

6.2%

$KJAN

INNOVATOR ETFS TRUST

Q4 2025: New position (111.0k shares)

4.6%

$FNDX

SCHWAB STRATEGIC TR

Q4 2025: New position (239.7k shares)

4.5%

$PJAN

INNOVATOR ETFS TRUST

Q4 2025: New position (123.6k shares)

4.4%

$KAPR

INNOVATOR ETFS TRUST

Q4 2025: New position (112.0k shares)

4.1%

$FNDF

SCHWAB STRATEGIC TR

Q4 2025: New position (80.8k shares)

4.0%

$SFEB

FIRST TR EXCHNG TRADED FD VI

Q4 2025: New position (145.1k shares)

3.2%

$KOCT

INNOVATOR ETFS TRUST

Q4 2025: New position (72.4k shares)

2.9%

$FNDC

SCHWAB STRATEGIC TR

Q4 2025: New position (56.8k shares)

2.9%

$PMAR

INNOVATOR ETFS TRUST

Q4 2025: New position (41.8k shares)

2.8%

See all 75 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 11:43 UTC.