Bonfire Financial — 13F Holdings & Portfolio

CIK 1762539 · latest 13F-HR filed 2026-08-10

Bonfire Financial manages $155.6M in 13F-reported U.S. long-equity assets across 60 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are XLK (17.39%), USFR (14.20%), VUG (5.69%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 2, added to 36, and trimmed 7.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
5755 MARK DABLING BLVD
SUITE 220
COLORADO SPRINGS, CO 80919
Phone
(719) 394-3900
Filing Manager
Bonfire Financial
COLORADO SPRINGS, CO
Signatory
Brian Colvert
CCO
Loading holdings…
AUM

$155.6M

Long-equity book

Holdings

60

Distinct positions

Period

2026-06-30

Filed 2026-08-10

Q/Q Activity

+5 / −2 / ↑36 / ↓7

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SELECT SECTOR SPDR TR$8.6M +46.6%
  • WISDOMTREE TR$3.2M +16.9%
  • VANGUARD INDEX FDS$1.3M +17.2%
  • VANGUARD WORLD FD$954.4K +16.6%
  • SELECT SECTOR SPDR TR$902.7K +12.9%
Show all 36 →

Top Trims

  • KROGER CO-$354.1K -23.3%
  • VANGUARD WORLD FD-$230.5K -11.4%
  • ISHARES TR-$178.0K -7.0%
  • STRATEGY INC-$161.0K -30.7%
  • BITWISE BITCOIN ETF TR-$124.1K -12.0%
Show all 7 →

New Positions

  • MICRON TECHNOLOGY INC$243.3K
  • VANGUARD INDEX FDS$235.5K
  • ELI LILLY & CO$226.7K
  • ISHARES TR$217.6K
  • SELECT SECTOR SPDR TR$208.3K
Show all 5 →

Exited Positions

  • SPDR GOLD TR$231.9K
  • PALANTIR TECHNOLOGIES INC$222.6K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SELECT SECTOR SPDR TR XLK 81369Y803 $27.1M 17.39% 142,057 SH
2 WISDOMTREE TR USFR 97717Y527 $22.1M 14.20% 438,875 SH
3 VANGUARD INDEX FDS VUG 922908736 $8.9M 5.69% 102,807 SH
4 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $8.1M 5.19% 16,138 SH
5 SELECT SECTOR SPDR TR XLF 81369Y605 $7.9M 5.07% 147,171 SH
6 VANGUARD WORLD FD VCR 92204A108 $6.7M 4.32% 16,943 SH
7 SELECT SECTOR SPDR TR XLV 81369Y209 $6.4M 4.09% 40,088 SH
8 SELECT SECTOR SPDR TR XLC 81369Y852 $5.8M 3.74% 54,331 SH
9 VANGUARD WORLD FD VIS 92204A603 $5.0M 3.22% 13,890 SH
10 VANGUARD INDEX FDS VTV 922908744 $4.7M 3.04% 21,735 SH
11 VANGUARD INTL EQUITY INDEX F VGK 922042874 $3.4M 2.16% 38,021 SH
12 ISHARES TR DGRO 46434V621 $3.1M 1.98% 40,725 SH
13 APPLE INC AAPL 037833100 $3.1M 1.98% 10,654 SH
14 VANGUARD WORLD FD VDC 92204A207 $3.0M 1.92% 13,277 SH
15 ISHARES TR SUB 464288158 $2.3M 1.51% 22,063 SH
16 ISHARES TR EFA 464287465 $2.3M 1.45% 21,712 SH
17 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.2M 1.42% 2,957 SH
18 VANGUARD INDEX FDS VOO 922908363 $2.0M 1.31% 2,974 SH
19 SPDR SERIES TRUST SPTI 78464A672 $2.0M 1.28% 70,014 SH
20 VANGUARD BD INDEX FDS BND 921937835 $2.0M 1.25% 26,580 SH
21 ISHARES TR IMCG 464288307 $1.9M 1.24% 19,584 SH
22 VANGUARD WORLD FD VDE 92204A306 $1.8M 1.15% 11,911 SH
23 ISHARES TR FLOT 46429B655 $1.8M 1.15% 34,967 SH
24 ISHARES TR IWD 464287598 $1.3M 0.81% 5,172 SH
25 SPDR SERIES TRUST ONEY 78468R770 $1.2M 0.79% 9,656 SH
26 MICROSOFT CORP MSFT 594918104 $1.2M 0.79% 3,305 SH
27 VANGUARD WORLD FD VPU 92204A876 $1.2M 0.75% 6,004 SH
28 KROGER CO KR 501044101 $1.2M 0.75% 21,040 SH
29 VANGUARD WORLD FD VGT 92204A702 $1.2M 0.75% 9,746 SH
30 VANGUARD WORLD FD VAW 92204A801 $968.5K 0.62% 4,234 SH
31 BITWISE BITCOIN ETF TR BITB 09174C104 $907.7K 0.58% 28,491 SH
32 ISHARES TR IVV 464287200 $896.8K 0.58% 1,197 SH
33 ISHARES TR MUB 464288414 $885.9K 0.57% 8,232 SH
34 ISHARES TR EEM 464287234 $819.3K 0.53% 11,976 SH
35 SCHWAB STRATEGIC TR SCHD 808524797 $805.8K 0.52% 25,412 SH
36 ISHARES TR IJK 464287606 $777.8K 0.50% 6,620 SH
37 ISHARES TR IDEV 46435G326 $754.5K 0.48% 8,477 SH
38 ISHARES TR IJR 464287804 $696.7K 0.45% 4,698 SH
39 AMAZON COM INC AMZN 023135106 $520.4K 0.33% 2,183 SH
40 CENTENE CORP DEL CNC 15135B101 $519.0K 0.33% 8,086 SH
41 SELECT SECTOR SPDR TR XLRE 81369Y860 $503.1K 0.32% 11,427 SH
42 TESLA INC TSLA 88160R101 $397.5K 0.26% 945 SH
43 JPMORGAN CHASE & CO JPM 46625H100 $393.6K 0.25% 1,202 SH
44 ISHARES TR IWF 464287614 $391.9K 0.25% 3,156 SH
45 ISHARES TR IYW 464287721 $381.1K 0.24% 1,511 SH
46 WALMART INC WMT 931142103 $377.7K 0.24% 3,335 SH
47 ISHARES TR IJJ 464287705 $371.5K 0.24% 2,515 SH
48 VANGUARD INDEX FDS VBR 922908611 $368.7K 0.24% 1,517 SH
49 STRATEGY INC MSTR 594972408 $363.8K 0.23% 4,185 SH
50 ALPHABET INC GOOG 02079K107 $319.1K 0.21% 903 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $155.6M 60 0001762539-26-000004
2026-03-31 2026-05-07 $132.9M 57 0001762539-26-000003
2025-12-31 2026-01-27 $133.9M 58 0001762539-26-000001