13F Insight
DOSSIER · 13F-HR · Q1 2026

BFSG, LLC

$1.1B in tracked AUM across 751 positions as of Q1 2026.

BL
CIK 0001706836 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
751
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

BFSG, 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$41M126K3.8%02
IAU
ISHARES GOLD TR
$34M387K3.2%03
NVDA
NVIDIA CORPORATION
$31M177K2.9%04
NEM
NEWMONT CORP
$29M269K2.8%05
IVV
ISHARES TR
$24M37K2.3%06
SGOL
ETFS GOLD TR
$22M499K2.1%07
MSFT
MICROSOFT CORP
$22M59K2.1%08
AAPL
APPLE INC
$21M83K2.0%09
AVUV
AMERICAN CENTY ETF TR
$20M183K1.9%10
BND
VANGUARD BD INDEX FDS
$19M258K1.8%

Filing history

2026Q1Mar 31
$1.1B▲ 2.6%
751 positionsView →2025Q4Dec 31
$1.0B▼ 0.4%
719 positionsView →2025Q3Sep 30
$1.0B▲ 15.6%
705 positionsView →2025Q2Jun 30
$894M▲ 8.8%
672 positionsLocked2025Q1Mar 31
$822M▼ 3.9%
675 positionsLocked2024Q4Dec 31
$855M▼ 0.6%
673 positionsLocked2024Q3Sep 30
$861M▲ 9.0%
640 positionsLocked2024Q2Jun 30
$789M▲ 4.2%
619 positionsLocked2024Q1Mar 31
$757M▲ 10.2%
783 positionsLocked2023Q4Dec 31
$687M▲ 11.6%
605 positionsLocked2023Q3Sep 30
$616M▲ 4.7%
247 positionsLocked2023Q2Jun 30
$588M▲ 8.6%
208 positionsLocked
Showing 12 of 35