TraderTrends
Manager Profile

BFSG, LLC

Diversified · Financial Services 32%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

IRVINE, CA

Portfolio Value

$1.1B

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

VANGUARD INDEX FDS

Latest disclosed holding

Top 4

922908769 NVDA 464285204 464287200 651639106

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
32.1%
Technology
16.4%
Industrials
10.8%
Healthcare
8.9%
Consumer Cyclical
7.3%
Basic Materials
6.7%
Consumer Defensive
5.3%
Communication Services
4.3%
Utilities
3.4%
Energy
2.9%
Real Estate
1.2%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
VANGUARD INDEX FDS

Shares: 129.2K

47.8M

Position Value
2
NVIDIA Corp

Shares: 172.1K

34.4M

Position Value
3
ISHARES GOLD TR

Shares: 398K

30.1M

Position Value
4
ISHARES TR

Shares: 36.1K

27M

Position Value
5
NEWMONT CORP

Shares: 268.1K

25M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID