Balefire, LLC

Holdings as of 2026-06-30, filed 2026-07-07

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 7 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
475
Value reported by manager
$612.9M
Sum of our stored positions
$612.9M
should match the line above
Disclosure lag
7 d
quarter end to filing
Top 5 concentration
12.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
SPDR SERIES TRUSTST STR P500ETF$15.6M177,21078464A854
ISHARES TRCORE S&P500 ETF$13.2M17,608464287200
NVIDIA CORPORATIONCOM$13M65,01667066G104
SPDR SERIES TRUSTST STR PR SP1500$12M132,33278464A805
VANGUARD INDEX FDSS&P 500 ETF SHS$11.9M17,339922908363
INVESCO QQQ TRUNIT SER 1$11.9M16,16546090E103
STATE STR SPDR S&P 500 ETF TTR UNIT$11.8M15,78578462F103
SPDR SERIES TRUSTST STR BLO 1 ETF$10.9M119,43178468R663
SPDR SERIES TRUSTST STR SP DIV$10.3M67,75478464A763
APPLE INCCOM$8.3M28,714037833100
DEERE & COCOM$8.3M13,062244199105
SPDR SERIES TRUSTST STR AGGRE ETF$8M312,37978464A649
ISHARES TRIBOXX HI YD ETF$8M99,603464288513
MICRON TECHNOLOGY INCCOM$7.8M6,721595112103
MICROSOFT CORPCOM$7.2M19,292594918104
ALPHABET INCCAP STK CL C$6.4M18,13102079K107
BERKSHIRE HATHAWAY INC DELCL B NEW$6.3M12,669084670702
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT$6.3M29,64946137V357
ISHARES TRS&P 500 GRWT ETF$6.3M45,598464287309
BLACKROCK ETF TRUSTISHARES US EQUIT$6.2M91,72609290C103
ISHARES TRIBOXX INV CP ETF$6.1M55,539464287242
ISHARES TRCORE UNIVRSL USD$5.6M120,30746434V613
SPDR GOLD TRGOLD SHS$5.4M14,71278463V107
ELI LILLY & COCOM$5.1M4,262532457108
SPDR INDEX SHS FDSST STR PO EX ETF$5.1M100,88278463X889
BROADCOM INCCOM$4.9M13,04111135F101
ISHARES TR1 3 YR TREAS BD$4.7M57,296464287457
AMAZON COM INCCOM$4.7M19,529023135106
ALPHABET INCCAP STK CL A$4.5M12,71202079K305
ISHARES TRMSCI EMG MKT ETF$4.5M65,732464287234
ISHARES TRMORTGE REL ETF$4.4M201,16146435G342
VALUED ADVISERS TRREGAN FLTG RATE$4.4M170,09292046L338
ISHARES TRMSCI EAFE ETF$4.3M41,478464287465
TESLA INCCOM$4M9,58388160R101
ALPS ETF TRALERIAN MLP$4M77,29000162Q452
JPMORGAN CHASE & COCOM$4M12,11846625H100
HUNTINGTON BANCSHARES INCCOM$3.9M222,416446150104
SPDR INDEX SHS FDSST PORT MARK ETF$3.8M72,61178463X509
ISHARES TRS&P 500 VAL ETF$3.7M16,082464287408
ISHARES INCCORE MSCI EMKT$3.6M43,88246434G103
CHENIERE ENERGY INCCOM NEW$3.5M14,84616411R208
SPDR SERIES TRUSTST STR P500VAL$3.5M57,70578464A508
SPDR SERIES TRUSTST STR SP BIOT$3.5M21,87878464A870
SPDR SERIES TRUSTST STR P500GRW$3.4M28,22878464A409
WILLIAMS COS INCCOM$3.2M43,582969457100
ENTERGY CORP NEWCOM$3.2M27,77929364G103
ISHARES TRCORE MSCI EAFE$3.1M32,25246432F842
BLACKROCK ETF TRUSTISHA IN CTRY ETF$3M83,28709290C764
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV$3M36,81833738R506
SPDR SERIES TRUSTST BLOO HIGH ETF$3M30,81778468R622
NORTHERN LTS FD TR IVMAIN SECTR ROTN$3M41,18866538H591
BLACKROCK ETF TRUSTISHA I IN TE ETF$3M56,21509290C780
FIRST TR EXCHANGE-TRADED FDSHS$2.9M54,511336917109
ISHARES TRUS TREAS BD ETF$2.8M124,01546429B267
META PLATFORMS INCCL A$2.8M4,90930303M102
VANGUARD INDEX FDSVALUE ETF$2.7M12,377922908744
ISHARES TRMSCI ACWI EX US$2.7M35,037464288240
THERMO FISHER SCIENTIFIC INCCOM$2.6M5,277883556102
ADVANCED MICRO DEVICES INCCOM$2.6M4,458007903107
ISHARES TRNATIONAL MUN ETF$2.5M23,448464288414
CORNING INCCOM$2.5M9,838219350105
VANGUARD INDEX FDSGROWTH ETF$2.5M28,956922908736
QUALCOMM INCCOM$2.5M13,452747525103
RBB FD INCF/M US TREASURY$2.4M48,96974933W452
AGNC INVT CORPCOM$2.4M220,31200123Q104
BLACKROCK ETF TRUSTISHA LA CORE ETF$2.3M46,15409290C855
SELECT SECTOR SPDR TRST STR ENERG ETF$2.1M39,98981369Y506
SPDR SERIES TRUSTST STR SP600 SML$2.1M36,24278468R853
BLACKROCK ETF TRUSTISHA SYST AL ETF$2.1M73,78509290C665
CHEVRON CORPORATIONCOM$2.1M12,417166764100
LANDSTAR SYS INCCOM$2M9,639515098101
ISHARES TR0-5YR HI YL CP$2M46,99846434V407
VANECK ETF TRUSTGOLD MINERS ETF$1.9M25,26692189F106
GLOBAL X FDSGLOBAL X COPPER$1.9M24,74837954Y830
NVENT ELEC PLCSHS$1.9M11,149G6700G107
CATERPILLAR INCCOM$1.8M1,733149123101
ISHARES TRMBS ETF$1.8M19,256464288588
BLACKROCK ETF TRUSTISHA US THEM ETF$1.8M42,12009290C806
ISHARES TRCORE MSCI EURO$1.7M23,08246434V738
ISHARES INCMSCI STH KOR ETF$1.7M8,533464286772
WISDOMTREE TRJAPN HEDGE EQT$1.7M9,79297717W851
INVESCO ACTIVELY MANAGED EXCVAR RATE INVT$1.7M67,46746090A879
WISDOMTREE TRBLMBG US BULL$1.7M63,22097717W471
ISHARES INCMSCI MEXICO ETF$1.7M22,441464286822
WALMART INCCOM$1.7M14,913931142103
ISHARES TRGLOB HLTHCRE ETF$1.7M17,078464287325
SCHWAB STRATEGIC TRUS AGGREGATE B$1.7M72,265808524839
CAMECO CORPCOM$1.6M16,14913321L108
CACI INTL INCCL A$1.6M3,532127190304
PHILIP MORRIS INTL INCCOM$1.6M8,872718172109
VANECK ETF TRUSTCLO ETF$1.6M30,28992189H748
HOME DEPOT INCCOM$1.6M4,532437076102
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$1.6M3,312874039100
J P MORGAN EXCHANGE TRADED FINTRNL RES EQT$1.6M19,15446641Q134
VANGUARD INDEX FDSTOTAL STK MKT$1.5M4,145922908769
CONOCOPHILLIPSCOM$1.5M14,58520825C104
FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT$1.5M29,71533739Q200
FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW$1.5M24,67733739Q408
INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM$1.5M9,03146138E339
JOHNSON & JOHNSONCOM$1.4M5,701478160104
BLACKROCK ETF TRUST IIISHA GLO USD ETF$1.4M28,387092528835
INTERNATIONAL BUSINESS MACHSCOM$1.4M5,055459200101
ENTEGRIS INCCOM$1.4M7,89829362U104
FIRST TR EXCHANGE TRADED FDDORSY WR MOMNT$1.4M38,32833741L108
VANGUARD SCOTTSDALE FDSINTER TERM TREAS$1.4M23,50492206C706
ISHARES TREAFE GRWTH ETF$1.4M11,094464288885
SPDR SERIES TRUSTST STR RATE ETF$1.4M44,18478468R200
INVESCO ACTIVELY MANAGED EXCULTRA SHRT DUR$1.4M27,17646090A887
FIRST TR EXCHANGE TRADED FDSMID RISNG ETF$1.4M31,53333741X102
KLA CORPCOM NEW$1.4M4,505482480100
ISHARES TRCORE S&P MCP ETF$1.3M17,249464287507
MERCK & CO INCCOM$1.3M10,03958933Y105
FIRST TR EXCHANGE-TRADED FDLTD DUR INVT ETF$1.3M68,30233738D804
UNITEDHEALTH GROUP INCCOM$1.3M3,05891324P102
VERIZON COMMUNICATIONS INCCOM$1.2M28,84992343V104
ISHARES TRCORE MSCI TOTAL$1.2M12,79446432F834
IREN LIMITEDORDINARY SHARES$1.2M26,684Q4982L109
AMERICAN CENTY ETF TRAVANTIS EMGMKT$1.2M12,533025072604
JOHNSON CONTROLS INTERNATIONSHS$1.2M8,271G51502105
MASTERCARD INCORPORATEDCL A$1.2M2,34157636Q104
CITIGROUP INCCOM NEW$1.2M8,543172967424
AMGEN INCCOM$1.2M3,296031162100
CHUBB LIMITEDCOM$1.2M3,405H1467J104
NEWMONT CORPCOM$1.2M12,399651639106
APPLIED MATLS INCCOM$1.1M1,586038222105
SCHWAB STRATEGIC TRUS DIVIDEND EQ$1.1M35,973808524797
ISHARES TRCORE US AGGBD ET$1.1M11,523464287226
GLOBAL X FDSDEFENSE TECH ETF$1.1M18,68537960A529
ANGEL OAK FUNDS TRUSTOAK ULTRASHORT$1.1M21,76503463K752
LEGG MASON ETF INVTFRANKLIN INTL LW$1.1M27,29252468L505
SPDR SERIES TRUSTST STR P400MID$1.1M16,27878464A847
ISHARES TRMSCI USA MMENTM$1.1M3,17646432F396
ISHARES SILVER TRISHARES$1.1M20,15546428Q109
SIRIUSXM HOLDINGS INCCOMMON STOCK$1.1M36,283829933100
ISHARES TRMSCI UK ETF NEW$1.1M23,15346435G334
BRISTOL-MYERS SQUIBB COCOM$1.1M18,299110122108
INTEL CORPCOM$1M7,477458140100
COCA COLA COCOM$1M12,659191216100
CARILLON SER TRRJ EA GCM DI ETF$1M35,08514214M260
ISHARES TRTRUST ISHARE 0-1$1M9,319464288679
ISHARES TREAFE VALUE ETF$1M13,382464288877
VANGUARD INDEX FDSSML CP GRW ETF$1M2,755922908595
ABBVIE INCCOM$1M3,99700287Y109
SPDR SERIES TRUSTST LON TREAS ETF$988.9K37,70378464A664
SPDR INDEX SHS FDSST INTL CAP ETF$988.4K22,58678463X871
MEDTRONIC PLCSHS$986.8K12,614G5960L103
L3HARRIS TECHNOLOGIES INCCOM$964.2K3,318502431109
VANGUARD INDEX FDSSM CP VAL ETF$957.2K3,939922908611
CADENCE DESIGN SYSTEM INCCOM$949.6K2,530127387108
DIAMONDBACK ENERGY INCCOM$949.2K5,40025278X109
KKR & CO INCCOM$948.5K10,33448251W104
RENASANT CORPCOM$945.8K22,23475970E107
STRYKER CORPORATIONCOM$943.6K2,997863667101
CISCO SYS INCCOM$935.7K7,96617275R102
SELECT SECTOR SPDR TRST STR TECHN ETF$923.7K4,84881369Y803
AMERICAN CENTY ETF TRINTL SMCP VLU$911.9K8,849025072802
VISA INCCOM CL A$900K2,62392826C839
WESTERN DIGITAL CORPCOM$899.3K1,408958102105
SPDR SERIES TRUSTSTATE STRET SPDR$898K26,86278468R440
GE VERNOVA INCCOM$888.3K75636828A101
BANK OF AMER CORPCOM$887.5K15,576060505104
BONDBLOXX ETF TRUSTBLOOMBERG TEN YR$878.6K19,27509789C812
COSTCO WHOLESALE CORPORATIONCOM$877.7K93822160K105
T ROWE PRICE EXCHANGE-TRADEDUS EQUI RESH ETF$872.9K18,36587283Q503
SOUTHERN COPPER CORPCOM$870.8K4,99784265V105
LAM RESEARCH CORPCOM NEW$863.6K1,993512807306
ISHARES TRU.S. BAS MTL ETF$859.9K4,790464287838
ISHARES TRCORE S&P SCP ETF$859.5K5,795464287804
PROCTER & GAMBLE COCOM$850.2K5,798742718109
DBX ETF TRXTRACK HRVST CSI$848.8K23,153233051879
ISHARES TRBROAD USD HIGH$845.1K22,82946435U853
UBER TECHNOLOGIES INCCOM$842.2K11,67190353T100
ISHARES TRGLOBAL 100 ETF$841.3K6,159464287572
IQVIA HLDGS INCCOM$835.9K4,32646266C105
ISHARES TRLONG TERM MUNI$835.8K16,31846438G448
EXXON MOBIL CORPCOM$835K6,10730231G102
SPDR SERIES TRUSTST PORT HIGH ETF$827.5K35,30278468R606
ASML HLDG NVN Y REGISTRY SHS$819.6K412N07059210
SPDR SERIES TRUSTST TERM HIGH ETF$815.8K32,59178468R408
QUANTA SVCS INCCOM$799.2K1,11074762E102
VALVOLINE INCCOM$795.5K20,12092047W101
VANGUARD WORLD FDMEGA GRWTH IND$794.7K9,040921910816
SOTERA HEALTH COCOM$790.5K44,53383601L102
ISHARES TRISHS 1-5YR INVS$780.6K14,895464288646
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$772K800G7997R103
LIBERTY BROADBAND CORPCOM SER C$769K23,121530307305
AMERICAN EXPRESS COCOM$764.9K2,261025816109
LOCKHEED MARTIN CORPCOM$763.7K1,499539830109
ADOBE INCCOM$759.6K3,70500724F101
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF$758.4K15,65992203J407
GILEAD SCIENCES INCCOM$755.8K5,982375558103
EAGLE MATLS INCCOM$749.5K3,33126969P108
DBX ETF TRXTRACK USD HIGH$740.2K20,268233051432
ISHARES TRTIPS BD ETF$738.9K6,752464287176
COMCAST CORP NEWCL A$732.6K29,84220030N101
JANUS DETROIT STR TRHENDRSON AAA CL$727.6K14,41047103U845
ISHARES TR10-20 YR TRS ETF$719.9K7,174464288653
VANGUARD WORLD FDINF TECH ETF$711.9K5,95692204A702
RENTOKIL INITIAL PLCSPONSORED ADR$703.4K24,585760125104
NRG ENERGY INCCOM NEW$699.6K4,790629377508
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-07

Balefire, LLC — 475 positions reported for 2026Q2 — Tapewire