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Funds / Balefire, LLC
Institutional Fund

Balefire, LLC

Dallas, TXCIK 17509245 filings on record

Portfolio Value
$530.72M
Q1 2026
Holdings
439
Reported positions
New Buys
93
Opened this quarter
QoQ Change
+3.4%
from $513.35M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Nvidia Corporation2.2%
  • Spdr S&P 500 ETF Tr2.1%
  • Spdr Series Trust2.1%
  • Spdr Series Trust2.1%
  • Vanguard Index Fds2.0%
  • Spdr Series Trust2.0%
  • Other87.5%

Portfolio Holdings

439 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Nvidia Corporation67.7K$11.81M2.2%+2.2KAdded
2Spdr S&P 500 ETF Tr17.3K$11.24M2.1%777Reduced
3Spdr Series Trust121.4K$11.13M2.1%+58.9KAdded
4Spdr Series Trust139.9K$11.06M2.1%81.1KReduced
5Vanguard Index Fds17.5K$10.48M2.0%+881Added
6Spdr Series Trust71.4K$10.42M2.0%+42.4KAdded
7Invesco Qqq Tr17.1K$9.87M1.9%+71Added
8Pimco ETF Tr95.5K$9.60M1.8%+88.8KAdded
9Spdr Series Trust337.5K$8.65M1.6%+19.6KAdded
10Ishares Tr105.0K$8.35M1.6%+40.4KAdded

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