Bonfire Financial

Est. AUM

$132.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WISDOMTREE TR	FLOATNG RAT TREA	$18.9M	375546	14.23%	SOLE
2	SELECT SECTOR SPDR TR	STATE STREET TEC	$18.5M	138956	13.90%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$7.6M	17295	5.68%	SOLE
4	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.2M	15030	5.42%	SOLE
5	SELECT SECTOR SPDR TR	STATE STREET FIN	$7.0M	141526	5.26%	SOLE
6	VANGUARD WORLD FD	CONSUM DIS ETF	$5.8M	16055	4.34%	SOLE
7	SELECT SECTOR SPDR TR	STATE STREET COM	$5.7M	51369	4.29%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET HEA	$5.6M	38492	4.25%	SOLE
9	VANGUARD INDEX FDS	VALUE ETF	$4.3M	21661	3.20%	SOLE
10	VANGUARD WORLD FD	INDUSTRIAL ETF	$4.2M	13484	3.17%	SOLE
11	VANGUARD WORLD FD	CONSUM STP ETF	$2.9M	12813	2.17%	SOLE
12	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$2.8M	34418	2.13%	SOLE
13	ISHARES TR	CORE DIV GRWTH	$2.8M	39663	2.09%	SOLE
14	ISHARES TR	SHRT NAT MUN ETF	$2.5M	23728	1.90%	SOLE
15	APPLE INC	COM	$2.2M	8844	1.69%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	72217	1.56%	SOLE
17	VANGUARD WORLD FD	ENERGY ETF	$2.0M	11674	1.52%	SOLE
18	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	2949	1.45%	SOLE
19	ISHARES TR	MSCI EAFE ETF	$1.9M	19258	1.41%	SOLE
20	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.9M	25307	1.40%	SOLE
21	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	2948	1.33%	SOLE
22	ISHARES TR	FLTG RATE NT ETF	$1.7M	34334	1.32%	SOLE
23	ISHARES TR	MRGSTR MD CP GRW	$1.5M	19639	1.16%	SOLE
24	KROGER CO	COM	$1.5M	21040	1.15%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	10578	0.96%	SOLE
26	MICROSOFT CORP	COM	$1.2M	3282	0.91%	SOLE
27	VANGUARD WORLD FD	UTILITIES ETF	$1.1M	5751	0.86%	SOLE
28	ISHARES TR	RUS 1000 VAL ETF	$1.1M	5156	0.83%	SOLE
29	BITWISE BITCOIN ETF TR	SHS BEN INT	$1.0M	28030	0.78%	SOLE
30	VANGUARD WORLD FD	MATERIALS ETF	$945K	4194	0.71%	SOLE
31	ISHARES TR	NATIONAL MUN ETF	$882K	8313	0.66%	SOLE
32	VANGUARD WORLD FD	INF TECH ETF	$849K	1217	0.64%	SOLE
33	ISHARES TR	CORE S&P500 ETF	$782K	1197	0.59%	SOLE
34	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$780K	25412	0.59%	SOLE
35	ISHARES TR	MSCI EMG MKT ETF	$673K	11857	0.51%	SOLE
36	ISHARES TR	S&P MC 400GR ETF	$666K	6619	0.50%	SOLE
37	ISHARES TR	CORE MSCI INTL	$662K	7920	0.50%	SOLE
38	ISHARES TR	CORE S&P SCP ETF	$584K	4697	0.44%	SOLE
39	STRATEGY INC	CL A NEW	$525K	4205	0.40%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET REA	$459K	11252	0.35%	SOLE
41	AMAZON COM INC	COM	$426K	2046	0.32%	SOLE
42	WALMART INC	COM	$411K	3303	0.31%	SOLE
43	TESLA INC	COM	$351K	945	0.26%	SOLE
44	ISHARES TR	RUS 1000 GRW ETF	$336K	789	0.25%	SOLE
45	EXXON MOBIL CORP	COM	$334K	1971	0.25%	SOLE
46	ISHARES TR	S&P MC 400VL ETF	$333K	2515	0.25%	SOLE
47	VANGUARD INDEX FDS	SM CP VAL ETF	$320K	1471	0.24%	SOLE
48	ISHARES TR	EAFE GRWTH ETF	$275K	2468	0.21%	SOLE
49	ISHARES TR	U.S. TECH ETF	$274K	1511	0.21%	SOLE
50	CENTENE CORP DEL	COM	$265K	8086	0.20%	SOLE

1–50 of 57

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.