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Bonfire Financial

Portfolio Manager
Bonfire Financial
Performance
-3.34% (2026 Q1)
AUM (13F)
$132.89M
# of Holdings
57
Performance Rank
Allocation (Top 20)
81.06%

Bonfire Financial Holdings Map

Top 50 Bonfire Financial Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
USFR
WISDOMTREE TR
14.23%375.5K$18.9M
+17.41%(+55.69K)
2025-Q1: 262.0K shares2025-Q2: 274.8K shares2025-Q3: 292.0K shares2025-Q4: 319.9K shares2026-Q1: 375.5K shares
$50.28(+0.17%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
13.9%139.0K$18.5M
+2.48%(+3.36K)
2025-Q1: 61.0K shares2025-Q2: 65.1K shares2025-Q3: 66.3K shares2025-Q4: 135.6K shares2026-Q1: 139.0K shares
$115.68(+56.12%)
2026-03-31
VUG
VANGUARD INDEX FDS
5.68%17.3K$7.6M
-3.66%(-657)
2025-Q1: 21.0K shares2025-Q2: 20.9K shares2025-Q3: 18.4K shares2025-Q4: 18.0K shares2026-Q1: 17.3K shares
$66.20(+29.16%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
5.42%15.0K$7.2M
+5.52%(+786)
2025-Q1: 12.5K shares2025-Q2: 13.1K shares2025-Q3: 13.7K shares2025-Q4: 14.2K shares2026-Q1: 15.0K shares
$464.30(+9.36%)
2026-03-31
XLF
SELECT SECTOR SPDR TR
5.26%141.5K$7.0M
-1.55%(-2.23K)
2025-Q1: 125.9K shares2025-Q2: 132.5K shares2025-Q3: 137.4K shares2025-Q4: 143.8K shares2026-Q1: 141.5K shares
$47.67(+16.67%)
2026-03-31
VCR
VANGUARD WORLD FD
4.34%16.1K$5.8M
-2.32%(-382)
2025-Q1: 15.5K shares2025-Q2: 16.1K shares2025-Q3: 16.0K shares2025-Q4: 16.4K shares2026-Q1: 16.1K shares
$357.91(+10.52%)
2026-03-31
XLC
SELECT SECTOR SPDR TR
4.29%51.4K$5.7M
+1.09%(+555)
2025-Q1: 47.2K shares2025-Q2: 48.9K shares2025-Q3: 48.9K shares2025-Q4: 50.8K shares2026-Q1: 51.4K shares
$95.16(+15.18%)
2026-03-31
XLV
SELECT SECTOR SPDR TR
4.25%38.5K$5.6M
-7.41%(-3.08K)
2025-Q1: 37.5K shares2025-Q2: 39.8K shares2025-Q3: 40.6K shares2025-Q4: 41.6K shares2026-Q1: 38.5K shares
$145.00(+12.93%)
2026-03-31
VTV
VANGUARD INDEX FDS
3.2%21.7K$4.2M
-7.31%(-1.71K)
2025-Q1: 28.9K shares2025-Q2: 29.1K shares2025-Q3: 25.1K shares2025-Q4: 23.4K shares2026-Q1: 21.7K shares
$171.94(+27.47%)
2026-03-31
VIS
VANGUARD WORLD FD
3.17%13.5K$4.2M
-13.73%(-2.15K)
2025-Q1: 14.6K shares2025-Q2: 15.2K shares2025-Q3: 15.3K shares2025-Q4: 15.6K shares2026-Q1: 13.5K shares
$258.06(+37.61%)
2026-03-31

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