BFI Wealth Solutions, LLC — 13F holdings

BFI Wealth Solutions, LLC reported 84 holdings worth $146M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. USFR WISDOMTREE TR — $12.3M (8.5%)
  2. FNDX SCHWAB STRATEGIC TR — $7.13M (4.9%)
  3. PJAN INNOVATOR ETFS TRUST — $6.14M (4.2%)
  4. KJAN INNOVATOR ETFS TRUST — $5.54M (3.8%)
  5. AVLC AMERICAN CENTY ETF TR — $5.42M (3.7%)
  6. KAPR INNOVATOR ETFS TRUST — $4.81M (3.3%)
  7. SCHO SCHWAB STRATEGIC TR — $4.79M (3.3%)
  8. FNDF SCHWAB STRATEGIC TR — $4.50M (3.1%)
  9. AVUV AMERICAN CENTY ETF TR — $4.40M (3.0%)
  10. KOCT INNOVATOR ETFS TRUST — $4.17M (2.9%)