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Portfolio (Quarterly) Guide ↗

Bonfire Financial

· CIK 0001762539
13F Portfolio $134M AUM 58 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 25 Added 15 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VUG VANGUARD INDEX FDS 17,952.0 $8.8M 6.54% -487.0 -2.6% $487.87 -82.1%
2 VTV VANGUARD INDEX FDS 23,370.0 $4.5M 3.33% -2K -7.0% $190.99 +9.4%
3 SUB ISHARES TR 23,010.0 $2.5M 1.83% -1K -4.8% $106.70 -0.4%
4 AAPL APPLE INC Technology 8,783.0 $2.4M 1.78% -1K -12.3% $271.85 +12.2%
5 SPTI SPDR SERIES TRUST 81,318.0 $2.3M 1.75% -10K -10.7% $28.84 -2.0%
6 FLOT ISHARES TR 39,940.0 $2.0M 1.52% -1K -3.0% $50.86 +0.3%
7 VOO VANGUARD INDEX FDS 2,939.0 $1.8M 1.38% -84.0 -2.8% $627.19 +8.9%
8 IMCG ISHARES TR 20,255.0 $1.6M 1.21% -527.0 -2.5% $79.84 +13.4%
9 ONEY SPDR SERIES TRUST 11,416.0 $1.3M 0.97% -1K -10.7% $113.56 +10.8%
10 VGT VANGUARD WORLD FD 1,216.0 $916K 0.68% -104.0 -7.9% $753.61 -84.8%
11 IDEV ISHARES TR 8,025.0 $662K 0.49% -2K -18.0% $82.48 +8.8%
12 EEM ISHARES TR 11,828.0 $647K 0.48% -721.0 -5.8% $54.71 +20.7%
13 AMZN AMAZON COM INC Consumer Cyclical 1,942.0 $448K 0.34% -452.0 -18.9% $230.86 +16.3%
14 VBR VANGUARD INDEX FDS 1,393.0 $295K 0.22% -30.0 -2.1% $211.71 +9.0%
15 VIOG VANGUARD ADMIRAL FDS INC 1,973.0 $239K 0.18% -200.0 -9.2% $121.30 +13.8%

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 39.6%
Financial Services 30.2%
Consumer Defensive 13.0%
Consumer Cyclical 6.8%
Healthcare 6.1%
Communication Services 2.2%
Energy 2.2%