BFSG, LLC
•CIK: 1706836•Filing: Q4 2025
**BFSG, LLC** manages $1.0B across a diversified portfolio of 714 positions. The fund maintains significant exposure to core US equities, evidenced by top holdings including VTI at $40.6M and NVDA at $32.2M. Notable allocations also include commodity exposure via IAU* ($31.2M) and a substantial weighting in technology leaders like MSFT ($27.9M). This structure suggests a tactical blend of broad market indexing, high-growth technology, and commodity diversification.
Total AUM
$1.0B
QoQ Performance
-0.8%
Positions
564
Top 10 Concentration
27.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI4.0%
NVDA3.2%
IAU*3.1%
IVV2.7%
MSFT2.7%
NEM2.7%
AAPL2.2%
SGOL2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.5%
Technology11.4%
ETF4.4%
Consumer4.1%
Financial3.2%
Healthcare2.9%
Industrial2.3%
Materials2.1%
🚪 Exited Positionssold since Q3 2025
+498 more exited positions
Changes from Q3 2025
NEW5 new positions
↑78 increased
↓105 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022