BFSG, LLC 13F Holdings
CIK 0001706836 · IRVINE, CA
As of Sep 30, 2025, BFSG, LLC reported 705 positions worth $992.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 114,649 | $37.6M | 3.79% |
| NVIDIA CORP | NVDA | Technology | 179,703 | $33.5M | 3.38% |
| MICROSOFT CORP | MSFT | Technology | 57,812 | $29.9M | 3.02% |
| ISHARES GOLD TRUST | IAU | — | 381,016 | $27.7M | 2.79% |
| ISHARES CORE S&P 500 ETF | IVV | — | 35,661 | $23.9M | 2.40% |
| NEWMONT CORP | NEM | Basic Materials | 278,562 | $23.5M | 2.37% |
| APPLE INC | AAPL | Technology | 85,491 | $21.8M | 2.19% |
| ABRDN GOLD ETF TRUST | SGOL | — | 503,086 |