Bonfire Financial Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$130.2B

Holdings

56

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (56 positions)

#StockSharesValue% PortfolioType
1
XLKSELECT SECTOR SPDR TR
66,342$18.7B14.36%
2
USFRWISDOMTREE TR
291,959$14.7B11.27%
3
VUGVANGUARD INDEX FDS
18,439$8.9B6.80%
4
XLFSELECT SECTOR SPDR TR
137,368$7.4B5.68%
5
BRK/BBERKSHIRE HATHAWAY INC DEL
13,679$6.9B5.28%
6
VCRVANGUARD WORLD FD
16,016$6.3B4.87%
7
XLCSELECT SECTOR SPDR TR
48,949$5.8B4.45%
8
XLVSELECT SECTOR SPDR TR
40,621$5.7B4.34%
9
VTVVANGUARD INDEX FDS
25,142$4.7B3.62%
10
VISVANGUARD WORLD FD
15,286$4.5B3.48%
11
VDCVANGUARD WORLD FD
13,288$2.8B2.18%
12
SPTISPDR SERIES TRUST
91,084$2.6B2.02%
13
DGROISHARES TR
38,412$2.6B2.01%
14
SUBISHARES TR
24,174$2.6B1.98%
15
AAPLAPPLE INC
10,018$2.6B1.96%
16
VDEVANGUARD WORLD FD
18,129$2.3B1.75%
17
FLOTISHARES TR
41,152$2.1B1.61%
18
VOOVANGUARD INDEX FDS
3,023$1.9B1.43%
19
IMCGISHARES TR
20,782$1.7B1.32%
20
BNDVANGUARD BD INDEX FDS
21,475$1.6B1.23%
21
MSFTMICROSOFT CORP
3,039$1.6B1.21%
22
SPYSPDR S&P 500 ETF TR
2,197$1.5B1.13%
23
ONEYSPDR SERIES TRUST
12,789$1.4B1.11%
24
KRKROGER CO
21,040$1.4B1.09%
25
BITBBITWISE BITCOIN ETF TR
22,386$1.4B1.07%
26
MIGASTRATEGY INC
4,067$1.3B1.01%
27
VPUVANGUARD WORLD FD
6,740$1.3B0.98%
28
VAWVANGUARD WORLD FD
5,274$1.1B0.83%
29
IWDISHARES TR
5,111$1.0B0.80%
30
VGTVANGUARD WORLD FD
1,320$985.2M0.76%
31
IVVISHARES TR
1,197$801.4M0.62%
32
IDEVISHARES TR
9,788$784.7M0.60%
33
SCHDSCHWAB STRATEGIC TR
25,365$692.5M0.53%
34
MUBISHARES TR
6,478$689.9M0.53%
35
EEMISHARES TR
12,549$670.1M0.51%
36
IJKISHARES TR
6,617$634.5M0.49%
37
IJRISHARES TR
4,516$536.6M0.41%
38
EFAISHARES TR
5,667$529.1M0.41%
39
AMZNAMAZON COM INC
2,394$525.7M0.40%
40
XLRESELECT SECTOR SPDR TR
10,336$435.2M0.33%
41
TSLATESLA INC
945$420.3M0.32%
42
IWFISHARES TR
789$369.6M0.28%
43
WMTWALMART INC
3,214$331.2M0.25%
44
IJJISHARES TR
2,515$326.2M0.25%
45
PLTRPALANTIR TECHNOLOGIES INC
1,768$322.4M0.25%
46
GBTCGRAYSCALE BITCOIN TRUST ETF
3,545$316.0M0.24%
47
VBRVANGUARD INDEX FDS
1,423$298.3M0.23%
48
IYWISHARES TR
1,510$295.7M0.23%
49
CNCCENTENE CORP DEL
8,086$288.5M0.22%
50
EFGISHARES TR
2,468$281.1M0.22%
51
XOMEXXON MOBIL CORP
2,378$268.2M0.21%
52
JPMJPMORGAN CHASE & CO.
847$267.3M0.21%
53
VIOGVANGUARD ADMIRAL FDS INC
2,173$265.3M0.20%
54
PFEPFIZER INC
9,465$241.2M0.19%
55
GOOGALPHABET INC
867$211.2M0.16%
56
HN9HANESBRANDS INC
11,057$72.9M0.06%