Fund HoldingsBonfire Financial

Total Portfolio Value
$132.89M
Total Bought
$9.86M
Total Sold
$6.54M
Net Transaction
+$3.31M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD INTL EQUITY INDEX F034,418+34,41802,8372.13%+2,837
WISDOMTREE TR(WT)319,858375,546+55,68816,09518,90514.23%+2,810
ISHARES TR5,68819,258+13,5705461,8711.41%+1,324
KROGER CO(KR)21,04021,04001,3151,5221.15%+208
ISHARES TR6,6638,313+1,6507148820.66%+169
ISHARES TR
CORE DIV GRWTH
38,31139,663+1,3522,6602,7842.09%+124
SCHWAB STRATEGIC TR25,36525,412+476967800.59%+84
ISHARES TR23,01023,728+7182,4552,5271.90%+72
WALMART INC(WMT)3,2193,303+843594110.31%+52
EXXON MOBIL CORP2,3981,971-4272893340.25%+46
BERKSHIRE HATHAWAY INC DEL14,24415,030+7867,1607,2025.42%+43
JOHNSON & JOHNSON(JNJ)1,0261,032+62122520.19%+40
ISHARES TR11,82811,857+296476730.51%+26
ISHARES TR6,6186,619+16416660.50%+25
VANGUARD INDEX FDS1,3931,471+782953200.24%+25
ISHARES TR5,1365,156+201,0801,1020.83%+21
ISHARES TR4,6974,69705645840.44%+19
SPDR GOLD TR(GLD)53953902142320.17%+18
VANGUARD ADMIRAL FDS INC1,9731,959-142392440.18%+4
ISHARES TR2,5152,51503313330.25%+2
ISHARES TR
CORE MSCI INTL
8,0257,920-1056626620.50%-0
ISHARES TR2,4682,46802812750.21%-6
JPMORGAN CHASE & CO(JPM)866897+312792640.20%-15
BROADCOM INC(AVGO)793816+232752530.19%-22
AMAZON COM INC(AMZN)1,9422,046+1044484260.32%-22
ALPHABET INC(GOOG)90390302832590.19%-24
SPDR SERIES TRUST
ST STR R1K YLD
11,41610,578-8381,2961,2700.96%-27
ISHARES TR1,5101,511+13022740.21%-27
ISHARES TR78978903743360.25%-37
SELECT SECTOR SPDR TR
ST STR REAL ETF
12,32711,252-1,0754974590.35%-38
ISHARES TR1,1971,19708207820.59%-38
VANGUARD WORLD FD
CONSUM STP ETF
13,81512,813-1,0022,9182,8782.17%-41
VANGUARD WORLD FD
INF TECH ETF
1,2161,217+19168490.64%-67
CENTENE CORP DEL(CNC)8,0868,08603332650.20%-68
ISHARES TR20,25519,639-6161,6171,5471.16%-70
TESLA INC(TSLA)947945-24263510.26%-75
VANGUARD INDEX FDS2,9392,948+91,8431,7621.33%-82
VANGUARD BD INDEX FDS26,34825,307-1,0411,9521,8641.40%-88
STATE STR SPDR S&P 500 ETF T(SPY)2,9432,949+62,0121,9231.45%-89
PALANTIR TECHNOLOGIES INC(PLTR)1,7831,521-2623172230.17%-94
STRATEGY INC(MSTR)4,2054,20506395250.39%-114
BITWISE BITCOIN ETF TR(BITB)24,15728,030+3,8731,1491,0320.78%-117
APPLE INC(AAPL)8,7838,844+612,3882,2441.69%-143
VANGUARD WORLD FD
UTILITIES ETF
6,9635,751-1,2121,2881,1390.86%-149
VANGUARD WORLD FD
MATERIALS ETF
5,4154,194-1,2211,1249450.71%-179
VANGUARD INDEX FDS23,37021,661-1,7094,4634,2503.20%-214
PFIZER INC(PFE)9,7250-9,7252420-242
GRAYSCALE BITCOIN TRUST ETF(GBTC)3,5580-3,5582510-251
SPDR SERIES TRUST
ST INTER ETF
81,31872,217-9,1012,3452,0701.56%-275
MICROSOFT CORP(MSFT)3,0893,282+1931,4941,2150.91%-279
ISHARES TR
FLTG RATE NT ETF
39,94034,334-5,6062,0311,7491.32%-282
SELECT SECTOR SPDR TR
ST STR SVC ETF
50,81451,369+5555,9825,6954.29%-287
VANGUARD WORLD FD
ENERGY ETF
19,39611,674-7,7222,4422,0191.52%-423
VANGUARD WORLD FD
INDUSTRIAL ETF
15,63013,484-2,1464,6634,2103.17%-454
VANGUARD WORLD FD
CONSUM DIS ETF
16,43716,055-3826,4745,7654.34%-710
SELECT SECTOR SPDR TR
ST STR CARE ETF
41,57438,492-3,0826,4365,6434.25%-792
SELECT SECTOR SPDR TR
ST STR FINL ETF
143,752141,526-2,2267,8736,9875.26%-886
SELECT SECTOR SPDR TR
ST STR TECHN ETF
135,595138,956+3,36119,52218,46713.90%-1,054
VANGUARD INDEX FDS17,95217,295-6578,7587,5545.68%-1,204
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