Fund Holdings — Balefire, LLC

Total Portfolio Value
$530.72M
Total Bought
$106.21M
Total Sold
$87.26M
Net Transaction
+$18.95M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
▲▼
Change
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PIMCO ETF TR
ENHAN SHRT MA AC
6,68195,455+88,7746709,6001.81%+8,930
SPDR SERIES TRUST
ST STR SP DIV
28,99871,408+42,4104,03510,4211.96%+6,386
SPDR SERIES TRUST
ST STR BLO 1 ETF
62,530121,442+58,9125,71411,1292.10%+5,415
HUNTINGTON BANCSHARES INC(HBAN)0223,114+223,11403,4920.66%+3,492
ISHARES TR64,585104,998+40,4135,2078,3541.57%+3,146
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
8,38167,334+58,9533322,6170.49%+2,285
SELECT SECTOR SPDR TR
ST STR ENERG ETF
028,722+28,72201,7600.33%+1,760
ISHARES U S ETF TR
GSCI CMDTY STGY
051,334+51,33401,7360.33%+1,736
WISDOMTREE TR(WT)010,824+10,82401,7160.32%+1,716
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
015,772+15,77201,6940.32%+1,694
WISDOMTREE TR(WT)064,214+64,21401,6910.32%+1,691
LANDSTAR SYS INC(LSTR)09,627+9,62701,5430.29%+1,543
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
025,765+25,76501,5340.29%+1,534
SOTERA HEALTH CO(SHC)0102,934+102,93401,4760.28%+1,476
UNITED RENTALS INC(URI)01,889+1,88901,3760.26%+1,376
PIMCO ETF TR
ENHNCD LW DUR AC
014,321+14,32101,3720.26%+1,372
AMERICAN CENTY ETF TR029,211+29,21101,3670.26%+1,367
DEERE & CO(DE)13,30613,304-26,1957,4941.41%+1,299
CHENIERE ENERGY INC(LNG)15,41715,038-3792,9974,2670.80%+1,270
SPDR INDEX SHS FDS
ST STR PO EX ETF
103,155125,446+22,2914,5815,7271.08%+1,145
MEDTRONIC PLC(MDT)23,59838,358+14,7602,2673,3240.63%+1,057
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
029,591+29,59101,0510.20%+1,051
ISHARES TR11,79622,810+11,0141,1342,1770.41%+1,043
MASCO CORP(MAS)016,912+16,91201,0210.19%+1,021
ISHARES TR08,599+8,59909730.18%+973
MANAGED PORTFOLIO SERIES
LEUTHOLD SELECT
023,624+23,62409560.18%+956
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
018,794+18,79409420.18%+942
DIMENSIONAL ETF TRUST
US TARGETED VLU
013,116+13,11608190.15%+819
SMURFIT WESTROCK PLC(SW)020,396+20,39608130.15%+813
ENTERGY CORP NEW(ETR)24,27727,162+2,8852,2443,0520.58%+808
DBX ETF TR024,556+24,55608020.15%+802
ISHARES TR
CORE UNIVRSL USD
4,85821,995+17,1372261,0160.19%+790
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
010,995+10,99507820.15%+782
ISHARES TR014,862+14,86207810.15%+781
ANGEL OAK FUNDS TRUST
OAK ULTRASHORT
014,652+14,65207480.14%+748
LEGGETT & PLATT INC(LEG)073,481+73,48107260.14%+726
DIMENSIONAL ETF TRUST
NATL MUN BD ETF
015,086+15,08607230.14%+723
CHEVRON CORPORATION(CVX)11,29711,790+4931,7222,4390.46%+718
NOBLE CORP PLC(NE)014,265+14,26507000.13%+700
INVESCO EXCH TRADED FD TR II
SR LN ETF
032,767+32,76706690.13%+669
CF INDUSTRIES HOLD(CF)04,813+4,81306250.12%+625
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
012,807+12,80706210.12%+621
ISHARES TR02,858+2,85806030.11%+603
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
017,632+17,63205680.11%+568
CIRCLE INTERNET GROUP INC(CRCL)05,830+5,83005560.10%+556
BLACKROCK ETF TRUST
ISHARES US EQUIT
4,33813,195+8,8572647680.14%+504
BROWN & BROWN INC(BRO)07,668+7,66805000.09%+500
LIBERTY BROADBAND CORP(LBRDA)15,03524,424+9,3897311,2290.23%+498
FLOOR & DECOR HLDGS INC(FND)09,766+9,76604960.09%+496
WILLIAMS COS INC(WMB)44,83043,733-1,0972,6953,1830.60%+488
SPDR SERIES TRUST
ST STR P500VAL
33,14141,883+8,7421,8832,3700.45%+487
AMCOR PLC
COM NEW
012,102+12,10204810.09%+481
CORNING INC(GLW)9,5309,595+658341,3050.25%+470
ISHARES TR
US TREAS BD ETF
13,20633,529+20,3233047680.14%+464
ASTRAZENECA PLC(AZN)02,334+2,33404600.09%+460
SPDR SERIES TRUST
ST STR AGGRE ETF
317,892337,451+19,5598,1868,6451.63%+460
SPDR SERIES TRUST
STATE STRET SPDR
18,17027,178+9,0085199580.18%+439
BLACKROCK MUNIHOLDINGS FD IN(MHD)038,811+38,81104380.08%+438
TJX COS INC NEW(TJX)4,4276,698+2,2716801,0700.20%+390
ISHARES INC
CORE MSCI EMKT
25,83530,387+4,5521,7372,1190.40%+383
SURF AIR MOBILITY INC(SRFM)0326,831+326,83103760.07%+376
LAM RESEARCH CORP(LRCX)01,742+1,74203720.07%+372
VANGUARD BD INDEX FDS05,042+5,04203710.07%+371
FIRST TR EXCHANGE TRADED FD
DORSY WR MOMNT
22,30233,142+10,8407811,1460.22%+364
ISHARES TR60,94765,066+4,1193,3343,6950.70%+361
ISHARES TR
MSCI USA QLT FCT
01,837+1,83703520.07%+352
DIMENSIONAL ETF TRUST
US REAL ESTA ETF
014,606+14,60603450.07%+345
BERKSHIRE HATHAWAY INC DEL11,52012,801+1,2815,7916,1341.16%+344
ISHARES TR03,408+3,40803430.06%+343
GCI LIBERTY INC(GLIBA)09,147+9,14703400.06%+340
TRANSDIGM GROUP INC(TDG)0291+29103370.06%+337
SPDR GOLD TR(GLD)15,44014,983-4576,1196,4471.21%+328
ISHARES TR
IBONDS DEC 28
012,843+12,84303280.06%+328
ISHARES TR
IBONDS DEC 27
012,879+12,87903280.06%+328
ISHARES TR
IBONDS DEC 2030
012,684+12,68403280.06%+328
ISHARES TR012,915+12,91503270.06%+327
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
06,410+6,41003270.06%+327
ISHARES TR
IBONDS DEC 26
012,748+12,74803270.06%+327
ISHARES TR03,415+3,41503240.06%+324
VANGUARD WORLD FD
INF TECH ETF
0457+45703190.06%+319
ISHARES TR02,810+2,81003130.06%+313
PALO ALTO NETWORKS INC(PANW)01,876+1,87603010.06%+301
CARILLON SER TR
RJ EA GCM DI ETF
011,024+11,02402950.06%+295
APTIV PLC(APTV)04,201+4,20102920.05%+292
VERSANT MEDIA GROUP INC(VSNT)07,832+7,83202900.05%+290
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0718+71802810.05%+281
VERIZON COMMUNICATIONS INC(VZ)28,79128,888+971,1731,4500.27%+278
EOG RES INC(EOG)01,900+1,90002750.05%+275
EAGLE MATLS INC(EXP)1,7373,332+1,5953596310.12%+272
EXXON MOBIL CORP5,6685,622-466829540.18%+272
JPMORGAN CHASE & CO(JPM)9,98111,836+1,8553,2163,4820.66%+265
BNY MELLON ETF TRUST
GLOBAL INFRASCTR
05,945+5,94502650.05%+265
ISHARES INC8,6258,964+3398391,1030.21%+264
SPDR SERIES TRUST
ST LONG BD ETF
011,675+11,67502590.05%+259
WESTERN DIGITAL CORP(WDC)0954+95402580.05%+258
BLACKROCK ETF TRUST
ISHA I IN TE ETF
07,830+7,83002580.05%+258
SPDR SERIES TRUST
ST STR P500ETF
96,484104,453+7,9697,7407,9951.51%+255
CARPENTER TECHNOLOGY CORP(CRS)0640+64002520.05%+252
ISHARES TR
CORE INTL AGGR
05,012+5,01202510.05%+251
SPDR SERIES TRUST
ST STR SP600 SML
36,45840,500+4,0421,7081,9570.37%+249
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Balefire, LLC — 13F Holdings — Q1 2026 | TickerTrail