BFI Wealth Solutions, LLC
Long book
$104.3M
Q1 2026
Positions
75
Top-10 weight
40%
concentration
Last quarter
+7.7%
SPY +14.8%
Turnover
5%
of book per quarter
Strategy in plain words
auto-generated from filingsBFI Wealth Solutions, LLC is a wealth-management firm allocating client money, specialised in technology (60% of the long book), running a $104.3M US long book across 75 positions.
The portfolio is moderately concentrated (top 10 ≈ 40% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: WISDOMTREE FLOATING RATE TRE, INNOVATOR U.S. SMALL CAP POW, SCHWAB FNDMNTL US LRG CO ETF, INNOVATOR U.S. EQUITY POWER, INNOVATOR U.S. SMALL CAP POW.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+1.0%
Q1 2026
+7.7%
Sector allocation
Technology 60%
Financials 21%
Energy 19%