BFI Wealth Solutions, LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Dallas, TX
CIK
0002110651
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 73 104,964 USFR, FNDX, PJAN, KJAN 13F-HR 2/19/2026 000117266126001316