Arkolith/Funds/BDFS Capital LLC

BDFS Capital LLC

CIK 2112636
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

BDFS Capital LLC holds a focused book of 116 stocks worth $230.0M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Broadcom Inc and trimmed Dim US Large Cap Value ETF. Their largest long position is First Trust Enh Short Mat FD at 30% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
22
new positions
Added to
65
existing
Trimmed
28
reduced
Sold out
33
exited

Concentration

Top-heavy: focused book

Top 5 holdings
48%
Top 10 holdings
60%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

21% mapped to company sectors

ETF / fund or unclassified
79%
Information Technology
10%
Consumer Discretionary
3%
Industrials
3%
Financials
2%
Materials
2%
Health Care
2%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

116 positions
#SecurityValueShares% PortLast moveHistory
1First TR Exchange-Traded FD
FIRST TR ENH NEW
$68.8M1.15M
29.9%
+3.1%
Added · +34K sh
2Dimensional ETF Trust
US COR EQU 2 ETF
$11.9M267.7K
5.2%
+7.6%
Added · +19K sh
3Ishares TR
TRUST ISHARE 0-1
$11.6M104.9K
5.0%
+73%
Added · +44K sh
4Vanguard Charlotte FDS
TOTAL INT BD ETF
$9.3M192.2K
4.0%
+26%
Added · +40K sh
5Dimensional ETF Trust
US COR EQU 1 ETF
$9.1M111.5K
4.0%
+8.7%
Added · +9K sh
6Dimensional ETF Trust
INTL CORE EQUITY
$7.7M207.9K
3.4%
+21%
Added · +36K sh
7Dimensional ETF Trust
SHOR DUR FIX ETF
$7.2M150.1K
3.1%
+26%
Added · +31K sh
8Dimensional ETF Trust
US HIGH PROF ETF
$4.9M116.7K
2.1%
+9.0%
Added · +10K sh
9Dimensional ETF Trust
US LARG VALU ETF
$4.4M111.3K
1.9%
−3.9%
Reduced · −5K sh
10Nvidia Corporation
COM
$3.5M17.6K
1.5%
+68%
Added · +7K sh
11Vanguard BD Index FDS
TOTAL BND MRKT
$3.4M46.4K
1.5%
+5.2%
Added · +2K sh
12Apple Inc
COM
$3.3M11.4K
1.4%
+15%
Added · +2K sh
13Vanguard Scottsdale FDS
SHORT TERM TREAS
$3.3M56.5K
1.4%
+22%
Added · +10K sh
14John Hancock Exchange Traded
PFD INCOME ETF
$3.1M137.3K
1.4%
−7.4%
Reduced · −11K sh
15Dimensional ETF Trust
EMERGING MKTS CO
$2.7M65.3K
1.2%
+22%
Added · +12K sh
16Microsoft Corp
COM
$2.2M5.8K
0.9%
+15%
Added · +771 sh
17Vanguard Index FDS
TOTAL STK MKT
$2.1M5.6K
0.9%
+4.3%
Added · +229 sh
18Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$2.0M42.1K
0.9%
+9.8%
Added · +4K sh
19Boeing Co
COM
$1.7M7.9K
0.7%
+0.7%
Added · +55 sh
20Northrop Grumman Corp
COM
$1.7M3.4K
0.7%
Held
21Dimensional ETF Trust
INTL HIGH PROFIT
$1.7M48.5K
0.7%
−0.6%
Reduced · −289 sh
22Amazon Com Inc
COM
$1.6M6.9K
0.7%
−10%
Reduced · −796 sh
23Wisdomtree TR
FLOATNG RAT TREA
$1.6M32.3K
0.7%
+1.4%
Added · +449 sh
24Vanguard BD Index FDS
SHORT TRM BOND
$1.6M20.8K
0.7%
+30%
Added · +5K sh
25Meta Platforms Inc
CL A
$1.6M2.8K
0.7%
+110%
Added · +1K sh
26Carpenter Technology Corp
COM
$1.5M2.5K
0.7%
+0.3%
Added · +7 sh
27Amkor Technology Inc
COM
$1.4M16.7K
0.6%
+0.9%
Added · +156 sh
28Johnson & Johnson
COM
$1.4M5.6K
0.6%
+0.1%
Added · +6 sh
29State STR SPDR S&P 500 ETF T
TR UNIT
$1.4M1.9K
0.6%
+0.6%
Added · +11 sh
30Dimensional ETF Trust
US SMALL CAP ETF
$1.3M32.8K
0.6%
+22%
Added · +6K sh
31Alphabet Inc
CAP STK CL C
$1.3M3.6K
0.5%
+22%
Added · +654 sh
32Ishares TR
A RATE CP BD ETF
$1.2M26.2K
0.5%
+101%
Added · +13K sh
33Dimensional ETF Trust
INTL SMALL CAP V
$1.2M29.2K
0.5%
+12%
Added · +3K sh
34Monolithic PWR Sys Inc
COM
$1.1M831
0.5%
+0.7%
Added · +6 sh
35Dimensional ETF Trust
EMERGING MKTS HI
$1.1M26.5K
0.5%
−0.3%
Reduced · −79 sh
36Dimensional ETF Trust
NATL MUN BD ETF
$1.1M23.2K
0.5%
+82%
Added · +10K sh
37Firstcash Holdings Inc
COM
$1.1M5.0K
0.5%
+0.4%
Added · +21 sh
38Stride Inc
COM
$1.1M12.4K
0.5%
+1.4%
Added · +176 sh
39Ishares TR
SHRT NAT MUN ETF
$1.0M9.7K
0.4%
+250%
Added · +7K sh
40Alphabet Inc
CAP STK CL A
$1.0M2.9K
0.4%
−1.8%
Reduced · −53 sh
41Vse Corp
COM
$997K4.4K
0.4%
+5.0%
Added · +210 sh
42Vanguard Mun BD FDS
TAX EXEMPT BD
$990K19.6K
0.4%
+86%
Added · +9K sh
43Citigroup Inc
COM NEW
$987K7.0K
0.4%
−1.8%
Reduced · −126 sh
44Ishares U S ETF TR
SHOR MAT MUN ETF
$979K19.4K
0.4%
+363%
Added · +15K sh
45Ishares TR
NATIONAL MUN ETF
$972K9.0K
0.4%
+20%
Added · +2K sh
46Broadcom Inc
COM
$905K2.4K
0.4%
New
New position
47Schwab Strategic TR
SHT TM US TRES
$901K37.3K
0.4%
+1.0%
Added · +383 sh
48Api Group Corp
COM STK
$898K21.2K
0.4%
+3.4%
Added · +700 sh
49Taiwan Semiconductor Manufac
SPONSORED ADS
$860K1.8K
0.4%
−12%
Reduced · −242 sh
50Dimensional ETF Trust
US LARG VECT ETF
$839K10.2K
0.4%
New
New position
Showing 50 of 116 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 2026116$230.0M13F-HR
Q1 2026Mar 31, 2026Apr 16, 2026137$207.8M13F-HR
Q4 2025Dec 31, 2025Feb 26, 2026134$198.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.