What does BFI Wealth Solutions, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

BFI Wealth Solutions, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

WISDOMTREE TR

$6M128K6.2%

INNOVATOR ETFS TRUST

$5M113K4.6%

SCHWAB STRATEGIC TR

$5M167K4.5%

INNOVATOR ETFS TRUST

$5M99K4.4%

INNOVATOR ETFS TRUST

$4M118K4.1%

SCHWAB STRATEGIC TR

$4M84K4.0%

FIRST TR EXCHNG TRADED FD VI

$3M139K3.2%

INNOVATOR ETFS TRUST

$3M89K2.9%

SCHWAB STRATEGIC TR

$3M63K2.9%

INNOVATOR ETFS TRUST

$3M66K2.8%

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