StockDriftsStockDriftsTop 50 Bfi Wealth Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 6.17% | 127.8K | $6.4M | -43.53%(-98.55K) | $50.30(+0.27%) | 2026-03-31 | |
| KJAN | INNOVATOR ETFS TRUST | 4.56% | 113.2K | $4.8M | +1.96%(+2.17K) | $40.90(+7.93%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 4.48% | 166.8K | $4.7M | -30.42%(-72.92K) | $26.75(+13.25%) | 2026-03-31 | |
| PJAN | INNOVATOR ETFS TRUST | 4.42% | 99.2K | $4.6M | -19.72%(-24.36K) | $46.41(+5.52%) | 2026-03-31 | |
| KAPR | INNOVATOR ETFS TRUST | 4.15% | 118.5K | $4.3M | +5.75%(+6.44K) | $34.72(+10.57%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 4% | 84.0K | $4.2M | +3.84%(+3.11K) | $44.20(+18.95%) | 2026-03-31 | |
| SFEB | FIRST TR EXCHNG TRADED FD VI | 3.2% | 139.2K | $3.3M | -4.12%(-5.97K) | $23.15(+9.02%) | 2026-03-31 | |
| KOCT | INNOVATOR ETFS TRUST | 2.92% | 89.1K | $3.0M | +23.08%(+16.70K) | $33.43(+7.84%) | 2026-03-31 | |
| FNDC | SCHWAB STRATEGIC TR | 2.86% | 63.1K | $3.0M | +11.17%(+6.34K) | $44.62(+10.50%) | 2026-03-31 | |
| PMAR | INNOVATOR ETFS TRUST | 2.83% | 65.7K | $2.9M | +57.07%(+23.88K) | $44.55(+6.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.52% | +14.18% |
| Top 20 Holdings Unweighted | +4.15% | +12.96% |
Sign up free to track Bfi Wealth Solutions LLC, compare funds side by side, and get alerts the moment positions change.