BFI Wealth Solutions, LLC reported 82 holdings worth US$135M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
BFI Wealth Solutions, LLC reported 82 holdings worth US$135M as of Jun 30, 2026. Largest: Microsoft Corp., Cisco Systems, Inc. and Southwest Airlines Company. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 82
- Value as reported
- US$135M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 1,071 | US$400K | 0.30% |
| Cisco Systems, Inc. | 3,062 | US$360K | 0.27% |
| Southwest Airlines Company | 6,715 | US$345K | 0.26% |
| Apple Inc | 1,166 | US$337K | 0.25% |
| Origin Bancorp, Inc. | 5,699 | US$292K | 0.22% |
| Jp Morgan Chase & Co. | 713 | US$233K | 0.17% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |