Quick Takeaways
- BFI Wealth Solutions, LLC reported 13f holdings report, stock holdings for Q4 2025.
- Reported holdings value: $104,964,213.
- 73 holdings are listed in this filing snapshot.
BFI Wealth Solutions, LLC
Q4 2025 13F Holdings Report, Stock Holdings
- Signature - Title
- James Clemensen - CEO & CCO
- Location
- Dallas, TX
- Holdings as of
- 31 Dec 2025
- Value $
- $104,964,213
- Num holdings
- 73
- Filing time
- 19 Feb 2026, 16:41:03 UTC
- Form type
- 13F-HR
- Description
- All US holdings of this investor are reported in this report. Top holdings included USFR, FNDX, PJAN, KJAN, and KAPR.
- SEC
- View on sec.gov
BFI Wealth Solutions, LLC Q4 2025 Portfolio
Quoteable Key Fact
"BFI Wealth Solutions, LLC reported $104,964,213 across 73 holdings in Q4 2025."
What Changed
- No earlier comparable filing is available in this series.
- This page will show quarter-over-quarter deltas once prior reports are present.
Why This Matters
- This filing-level page explains what the portfolio report tells you before the holdings table.
- You can cite quarter, value, and filing timestamp directly from SEC-linked data.
Official SEC Source
Backed by Form 13F
Portfolio-level numbers on this page come from the original SEC Form 13F filing.
See Original Filing| Sym | Weight | Trade Impact | Company | Class | Share Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
|---|
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
| Name | Title | City, State | Date |
|---|---|---|---|
| James Clemensen | CEO & CCO | Dallas, Texas | 19 Feb 2026 |