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Bonfire Financial
Bonfire Financial is an independent, fee-only, registered investment adviser providing fiduciary, client-centered wealth management and financial planning services. They manage advisory accounts on both discretionary and non-discretionary bases, offer financial planning, pension consulting, and general investment recommendations. The firm emphasizes personalized planning to help clients achieve their financial goals and is staffed by Certified Financial Planner™ professionals.
Investment Strategy
Bonfire Financial offers a range of investment advisory services, including discretionary and non-discretionary account management, general investment recommendations, and wealth management tailored to client goals. They may use third-party investment advisers as managers for client assets, based on parameters provided by Bonfire. The firm focuses on providing plans and efficient solutions rather than selling products, emphasizing a client-centered, fiduciary approach.
Latest 13F Filing Activity
Bonfire Financial filed their most recent 13F report on Jun 30, 2025 disclosing 53 equity positions with a total 13F market value of $122M. The fund increased holdings in Select Sector SPDR TR, Vanguard Index FDS, Microsoft Corp. among other positions. Bonfire Financial reduced exposure to Berkshire Hathaway Inc. Del, SPDR Series Trust, Apple Inc. among others.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XLK | SELECT SECTOR SPDR TR | 13.53% | $16.5M | 65,111 | $231.44 | $253.23 | +$3.9M |
U USFR | WISDOMTREE TR | 11.34% | $13.8M | 274,798 | $50.32 | $50.31 | +$640.8K |
V VUG | VANGUARD INDEX FDS | 7.53% | $9.2M | 20,911 | $410.44 | $438.40 | +$1.4M |
X XLF | SELECT SECTOR SPDR TR | 5.69% | $6.9M | 132,497 | $48.62 | $52.37 | +$667.1K |
| BERKSHIRE HATHAWAY INC DEL | 5.23% | $6.4M | 13,119 | $457.75 | $485.77 | -$259.4K |
Industry Allocation
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