13F Filings History of BFI Wealth Solutions, LLC

Latest 13F report
Q4 2025 - 19 Feb 2026
Value $
$104,964,213
Signature - Title
James Clemensen - CEO & CCO
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by BFI Wealth Solutions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BFI Wealth Solutions, LLC reported 73 stock holdings with total value $104,964,213 as of Q4 2025. Top holdings included USFR, FNDX, PJAN, KJAN, and KAPR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 73 $104,964,213 $0 $0 $0 USFR, FNDX, PJAN, KJAN, KAPR 13F-HR 19 Feb 2026, 16:41