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Portfolio (Quarterly) Guide ↗

Bonfire Financial

· CIK 0001762539
13F Portfolio $156M AUM 60 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 6 New 26 Added 15 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGK VANGUARD INTL EQUITY INDEX F 38,021.0 $3.4M 2.16% NEW $88.54 +3.9%
2 MU MICRON TECHNOLOGY INC Technology 211.0 $243K 0.16% NEW $1152.90 -19.1%
3 VTI VANGUARD INDEX FDS 636.0 $236K 0.15% NEW $370.31 +2.4%
4 LLY ELI LILLY & CO Healthcare 189.0 $227K 0.15% NEW $1199.25 -2.2%
5 AIA ISHARES TR 1,536.0 $218K 0.14% NEW $141.66 -2.2%
6 XLI SELECT SECTOR SPDR TR 1,125.0 $208K 0.13% NEW $185.19 -4.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.0%
Financial Services 28.2%
Consumer Defensive 12.4%
Healthcare 8.1%
Consumer Cyclical 7.4%
Energy 2.0%