BFSG, LLC
BFSG, LLC reported 768 positions worth $1.13B as of June 30, 2026 (13F filed July 20, 2026). Largest holding: VTI (4.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $47.8M | 4.24% | 129,234 | — | — | |
| ▸ 2 | NVDA | SH | $34.4M | 3.05% | 172,109 | — | — | |
| ▸ 3 | IAU | SH | $30.1M | 2.66% | 397,969 | — | — | |
| ▸ 4 | IVV | SH | $27.0M | 2.39% | 36,072 | — | — | |
| ▸ 5 | NEM | SH | $25.0M | 2.22% | 268,080 | — | — | |
| ▸ 6 | AAPL | SH | $23.3M | 2.07% | 80,639 | — | — | |
| ▸ 7 | AVUV | SH | $22.7M | 2.01% | 182,054 | — | — | |
| ▸ 8 | MSFT | SH | $22.5M | 2.00% | 60,361 | — | — | |
| ▸ 9 | MRVL | SH | $22.0M | 1.95% | 73,918 | — | — | |
| ▸ 10 | BND | SH | $19.3M | 1.71% | 262,844 | — | — |
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Frequently Asked Questions
What stocks does BFSG, LLC hold as of Q2 2026?
BFSG, LLC reported 768 positions worth $1.13B in its Q2 2026 13F filing. Largest positions: VTI (4.2%), NVDA (3.1%), IAU (2.7%), IVV (2.4%) and NEM (2.2%).
What did BFSG, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BFSG, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.