Bfsg, LLC Portfolio Holdings
Bfsg, LLC
- $998 Million
- Q3 2025
Bfsg, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $998 Million distributed in 705 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $37.6M, Nvidia Corp with a value of $33M, Microsoft Corp with a value of $29.9M, Ishares Gold Trust with a value of $27.7M, and Ishares Core S&P 500 ETF with a value of $23.9M.
Examining the 13F form we can see an increase of $133M in the current position value, from $865M to 998M.
Below you can find more details about Bfsg, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$998 Million
ETFs: $380 Million
Technology: $160 Million
Industrials: $89.4 Million
Healthcare: $56 Million
Consumer Defensive: $53.5 Million
Communication Services: $46.4 Million
Consumer Cyclical: $45.2 Million
Financial Services: $44.1 Million
Other: $121 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 705
- Current Value $998 Million
- Prior Value $865 Million
- Filing
- Period Q3 2025
- Filing Date October 28, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 57 stocks
- Additional Purchases 185 stocks
- Sold out of 0 stocks
- Reduced holdings in 211 stocks