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

Bonfire Financial

$156M in tracked AUM across 60 positions as of Q2 2026.

BF
CIK 0001762539 · last filed Jun 30, 2026
Total AUM
$156M
as of Q2 2026
Holdings
60
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Bonfire Financial 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
XLK
SELECT SECTOR SPDR TR
$27M142K17.4%02
USFR
WISDOMTREE TR
$22M439K14.2%03
VUG
VANGUARD INDEX FDS
$9M103K5.7%04
BRK/B
BERKSHIRE HATHAWAY INC DEL
$8M16K5.2%05
XLF
SELECT SECTOR SPDR TR
$8M147K5.1%06
VCR
VANGUARD WORLD FD
$7M17K4.3%07
XLV
SELECT SECTOR SPDR TR
$6M40K4.1%08
XLC
SELECT SECTOR SPDR TR
$6M54K3.7%09
VIS
VANGUARD WORLD FD
$5M14K3.2%10
VTV
VANGUARD INDEX FDS
$5M22K3.0%

Filing history

2026Q2Jun 30
$156M▲ 17.1%
60 positionsView →2026Q1Mar 31
$133M▼ 0.8%
57 positionsView →2025Q4Dec 31
$134M▲ 2.9%
58 positionsView →2025Q3Sep 30
$130M▲ 6.8%
56 positionsView →2025Q2Jun 30
$122M▲ 12.4%
53 positionsLocked2025Q1Mar 31
$108M▼ 1.8%
49 positionsLocked2024Q4Dec 31
$111M—
51 positionsLocked