§ 13F · FUND PROFILE
BFI Wealth Solutions, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 73Turnover · — · Q4Filed · Feb 19, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$105.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 19, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 226K | $11.4T | 10.9% | NEW |
| 2 | FNDX | SCHWAB STRATEGIC TR | 240K | $6.5T | 6.2% | NEW |
| 3 | PJAN | INNOVATOR ETFS TRUST | 124K | $5.8T | 5.5% | NEW |
| 4 | KJAN | INNOVATOR ETFS TRUST | 111K | $4.6T | 4.4% | NEW |
| 5 | KAPR | INNOVATOR ETFS TRUST | 112K | $3.9T | 3.7% | NEW |
| 6 | FNDF | SCHWAB STRATEGIC TR | 81K | $3.7T | 3.5% | NEW |
| 7 | SFEB | FIRST TR EXCHNG TRADED FD VI | 145K | $3.4T | 3.2% | NEW |
| 8 | IJAN | INNOVATOR ETFS TRUST | 80K | $2.9T | 2.8% | NEW |
| 9 | FNDE | SCHWAB STRATEGIC TR | 79K | $2.8T | 2.7% | NEW |
| 10 | SGOV | ISHARES TR | 25K | $2.5T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BFI SIGNAL
AC read
BFI Wealth Solutions, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed