13F Insight
DOSSIER · 13F-HR · Q2 2026

BG Investment Services, Inc.

$139M in tracked AUM across 52 positions as of Q2 2026.

BI
CIK 0001873989 · last filed Jun 30, 2026
Total AUM
$139M
as of Q2 2026
Holdings
52
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BG Investment Services, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FBND
FIDELITY MERRIMACK STR TR
$24M527K17.3%02
FBCG
FIDELITY COVINGTON TRUST
$22M361K16.1%03
IVV
ISHARES TR
$14M19K10.1%04
FENI
FIDELITY COVINGTON TRUST
$8M193K5.6%05
FDVV
FIDELITY COVINGTON TRUST
$8M126K5.5%06
IEFA
ISHARES TR
$7M76K5.3%07
FDHY
FIDELITY COVINGTON TRUST
$6M115K4.0%08
IWD
ISHARES TR
$3M14K2.5%09
SCHG
SCHWAB STRATEGIC TR
$3M93K2.3%10
JEPI
J P MORGAN EXCHANGE TRADED F
$3M52K2.1%

Filing history

2026Q2Jun 30
$139M▲ 15.2%
52 positionsView →2026Q1Mar 31
$120M▲ 7.4%
48 positionsView →2025Q4Dec 31
$112M▲ 10.7%
45 positionsView →2025Q3Sep 30
$101M▲ 26.7%
45 positionsLocked2025Q2Jun 30
$80M▼ 13.8%
41 positionsLocked2025Q1Mar 31
$93M▼ 6.5%
35 positionsLocked2024Q4Dec 31
$99M▲ 8.3%
29 positionsLocked2022Q4Dec 31
$92M▲ 11.5%
11 positionsLocked2022Q3Sep 30
$82M▼ 9.4%
11 positionsLocked2022Q2Jun 30
$91M▼ 11.2%
12 positionsLocked2022Q1Mar 31
$102M▼ 7.8%
11 positionsLocked2021Q4Dec 31
$111M—
8 positionsLocked