Investor
Bonfire Financial
CIK 0001762539 · filed 2026-05-07 · SEC filing
13F book
$132.9M
Positions
57
1 new · 2 sold
Largest name
14.2%
Wisdomtree Tr
Est. mark
−$4.43M
Price effect on 56 names still held. Flow $3.39M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Wisdomtree Tr | — | 375.5K | $18.9M | 14.2% | $6.42K | Added$2.81M |
| Select Sector Spdr Tr | — | 139K | $18.5M | 13.9% | −$1.5M | Added−$1.05M |
| Vanguard Growth Etf | — | 17.3K | $7.55M | 5.7% | −$883.4K | Cut−$1.2M |
| Berkshire Hathaway Inc Del | — | 15K | $7.2M | 5.4% | −$334K | Added$42.6K |
| Select Sector Spdr Tr | — | 141.5K | $6.99M | 5.3% | −$764.2K | Cut−$886.1K |
| Vanguard World Fd | — | 16.1K | $5.76M | 4.3% | −$559.1K | Cut−$709.5K |
| Select Sector Spdr Tr | — | 51.4K | $5.69M | 4.3% | −$348.6K | Added−$287.1K |
| Select Sector Spdr Tr | — | 38.5K | $5.64M | 4.2% | −$315.2K | Cut−$792.3K |
| Vanguard Index Fds | — | 21.7K | $4.25M | 3.2% | $112.8K | Cut−$213.6K |
| Vanguard World Fd | — | 13.5K | $4.21M | 3.2% | $186.6K | Cut−$453.7K |
| Vanguard World Fd | — | 12.8K | $2.88M | 2.2% | $170.9K | Cut−$40.7K |
| Vanguard Intl Equity Index F | — | 34.4K | $2.84M | 2.1% | — | New |
| Ishares Tr | — | 39.7K | $2.78M | 2.1% | $29.1K | Added$124K |
| Ishares Tr | — | 23.7K | $2.53M | 1.9% | −$4.57K | Added$71.9K |
| Apple Inc. | AAPL | 8.84K | $2.24M | 1.7% | −$158.6K | Added−$143.2K |
| Spdr Series Trust | — | 72.2K | $2.07M | 1.6% | −$13K | Cut−$275.4K |
| Vanguard World Fd | — | 11.7K | $2.02M | 1.5% | $548.9K | Cut−$423.4K |
| Spdr S&P 500 Etf Tr | — | 2.95K | $1.92M | 1.4% | −$92.9K | Added−$89K |
| Ishares Tr | — | 19.3K | $1.87M | 1.4% | $6.25K | Added$1.32M |
| Vanguard Bd Index Fds | — | 25.3K | $1.86M | 1.4% | −$10.9K | Cut−$88K |
| Vanguard Index Fds | — | 2.95K | $1.76M | 1.3% | −$86.9K | Added−$81.5K |
| Ishares Tr | — | 34.3K | $1.75M | 1.3% | $3.07K | Cut−$282K |
| Ishares Tr | — | 19.6K | $1.55M | 1.2% | −$21K | Cut−$70.2K |
| Kroger Co | KR | 21K | $1.52M | 1.1% | $207.9K | Held |
| Spdr Series Trust | — | 10.6K | $1.27M | 1.0% | $68.6K | Cut−$26.6K |
| Microsoft Corp | MSFT | 3.28K | $1.22M | 0.9% | −$350.5K | Added−$279.1K |
| Vanguard World Fd | — | 5.75K | $1.14M | 0.9% | $75.1K | Cut−$149.1K |
| Ishares Tr | — | 5.16K | $1.1M | 0.8% | $17.1K | Added$21.3K |
| Bitwise Bitcoin Etf Tr | — | 28K | $1.03M | 0.8% | −$259.7K | Added−$117.1K |
| Vanguard World Fd | — | 4.19K | $945K | 0.7% | $74.6K | Cut−$178.8K |
| Ishares Tr | — | 8.31K | $882.4K | 0.7% | −$6.44K | Added$168.7K |
| Vanguard World Fd | — | 1.22K | $849.1K | 0.6% | −$68K | Added−$67.3K |
| Ishares Tr | — | 1.2K | $782.2K | 0.6% | −$38K | Held |
| Schwab Strategic Tr | — | 25.4K | $779.6K | 0.6% | $82.4K | Added$83.9K |
| Ishares Tr | — | 11.9K | $673.3K | 0.5% | $24.6K | Added$26.2K |
| Ishares Tr | — | 6.62K | $666K | 0.5% | $24.7K | Added$24.8K |
| Ishares Tr | — | 7.92K | $661.9K | 0.5% | $8.62K | Cut−$44 |
| Ishares Tr | — | 4.7K | $583.9K | 0.4% | $19.4K | Held |
| Strategy Inc | — | 4.21K | $524.8K | 0.4% | −$114.2K | Held |
| Select Sector Spdr Tr | — | 11.3K | $459.5K | 0.3% | $5.44K | Cut−$37.9K |
| Amazon Com Inc | AMZN | 2.05K | $426.2K | 0.3% | −$43.8K | Added−$22.1K |
| Walmart Inc. | WMT | 3.3K | $411.3K | 0.3% | $41.4K | Added$51.9K |
| Tesla, Inc. | TSLA | 945 | $351.4K | 0.3% | −$73.7K | Cut−$74.6K |
| Ishares Tr | — | 789 | $336.5K | 0.3% | −$37K | Held |
| Exxon Mobil Corp | — | 1.97K | $334.4K | 0.3% | $97.2K | Cut$45.9K |
| Ishares Tr | — | 2.52K | $333.2K | 0.3% | $2.29K | Held |
| Vanguard Index Fds | — | 1.47K | $319.6K | 0.2% | $7.76K | Added$24.7K |
| Ishares Tr | — | 2.47K | $274.9K | 0.2% | −$6.29K | Held |
| Ishares Tr | — | 1.51K | $274K | 0.2% | −$27.7K | Added−$27.5K |
| Centene Corp Del | — | 8.09K | $264.7K | 0.2% | −$68K | Held |
| Jpmorgan Chase & Co. | — | 897 | $263.9K | 0.2% | −$24.3K | Added−$15.2K |
| Alphabet Inc | — | 903 | $259K | 0.2% | −$24.3K | Held |
| Broadcom Inc. | AVGO | 816 | $252.5K | 0.2% | −$29.1K | Added−$22K |
| Johnson & Johnson | JNJ | 1.03K | $252.2K | 0.2% | $38.3K | Added$39.8K |
| Vanguard Admiral Fds Inc | — | 1.96K | $243.8K | 0.2% | $6.14K | Cut$4.44K |
| Spdr Gold Tr | — | 539 | $231.9K | 0.2% | $18.3K | Held |
| Palantir Technologies Inc. | PLTR | 1.52K | $222.6K | 0.2% | −$47.8K | Cut−$94.4K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.