BFI Wealth Solutions, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
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
Q1 2026
75
104,262
USFR, KJAN, FNDX, PJAN
13F-HR
5/15/2026
000117266126002267
Q4 2025
73
104,964
USFR, FNDX, PJAN, KJAN
13F-HR
2/19/2026
000117266126001316