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VisionPoint Advisory Group

Latest statistics and disclosures from Balefire's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, SPY, BIL, SPTM, VOO, and represent 10.50% of Balefire's stock portfolio.
Added to shares of these 10 stocks: MINT (+$8.9M), SDY (+$6.2M), BIL (+$5.4M), HBAN, HYG, DFAC, XLE, COMT, DXJ, RPV.
Started 93 new stock positions in HWM, PANW, GLDM, QUAL, THRO, TLH, BAI, NE, CRS, MPC.
Reduced shares in these 10 stocks: SPTM (-$6.4M), SHY, Cadence Bank, USHY, HYLB, QQQM, SPHY, ETN, BALL, ORCL.
Sold out of its positions in APP, ADM, ARES, ANET, AstraZeneca, BLE, BLK, BSX, BN, CDW.
Balefire was a net buyer of stock by $20M.
Balefire has $531M in assets under management (AUM), dropping by 3.38%.
Central Index Key (CIK): 0001750924

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Portfolio Holdings for Balefire

Balefire holds 439 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	2.2	$12M	+3%	68k	174.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.1	$11M	-4%	17k	650.35	View chart
Spdr Series Trust State Street Spd (BIL)	2.1	$11M	+94%	121k	91.64	View chart
Spdr Series Trust State Street Spd (SPTM)	2.1	$11M	-36%	140k	79.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$11M	+5%	18k	597.54	View chart
Spdr Series Trust State Street Spd (SDY)	2.0	$10M	+146%	71k	145.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$9.9M		17k	577.17	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.8	$9.6M	+1328%	96k	100.57	View chart
Spdr Series Trust State Street Spd (SPAB)	1.6	$8.6M	+6%	338k	25.62	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.6	$8.4M	+62%	105k	79.56	View chart
Spdr Series Trust State Street Spd (SPYM)	1.5	$8.0M	+8%	105k	76.54	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	1.5	$7.8M	-13%	307k	25.51	View chart
Deere & Company (DE)	1.4	$7.5M		13k	563.29	View chart
Microsoft Corporation (MSFT)	1.4	$7.4M	+12%	20k	370.17	View chart
Apple (AAPL)	1.2	$6.6M		26k	253.79	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.2	$6.5M	-40%	78k	82.57	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$6.4M	-2%	15k	430.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$6.4M		33k	191.92	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.2	$6.3M		58k	108.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$6.1M	+11%	13k	479.20	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.1	$5.7M	+21%	125k	45.65	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$5.2M		18k	286.87	View chart
Ishares Tr Mortge Rel Etf (REM)	0.8	$4.5M		209k	21.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$4.3M		44k	97.13	View chart
Cheniere Energy Com New (LNG)	0.8	$4.3M	-2%	15k	283.76	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.8	$4.0M	-17%	76k	52.64	View chart
Tesla Motors (TSLA)	0.7	$3.7M		10k	371.75	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.7	$3.7M	+6%	65k	56.79	View chart
Thermo Fisher Scientific (TMO)	0.7	$3.6M	-3%	7.4k	491.53	View chart
Amazon (AMZN)	0.7	$3.6M	-3%	17k	208.27	View chart
Broadcom (AVGO)	0.7	$3.6M	+4%	12k	309.50	View chart
Philip Morris International (PM)	0.7	$3.6M	-22%	22k	165.34	View chart
Huntington Bancshares Incorporated (HBAN)	0.7	$3.5M	NEW	223k	15.65	View chart
JPMorgan Chase & Co. (JPM)	0.7	$3.5M	+18%	12k	294.15	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.6	$3.4M	+6%	72k	46.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$3.3M	-29%	5.1k	653.21	View chart
Medtronic SHS (MDT)	0.6	$3.3M	+62%	38k	86.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$3.3M		11k	287.56	View chart
Spdr Series Trust State Street Spd (SPYG)	0.6	$3.2M	+2%	33k	97.91	View chart
Williams Companies (WMB)	0.6	$3.2M	-2%	44k	72.78	View chart
Entergy Corporation (ETR)	0.6	$3.1M	+11%	27k	112.36	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.5	$2.9M	+11%	48k	60.39	View chart
Valvoline Inc Common (VVV)	0.5	$2.8M	-6%	85k	33.68	View chart
Rentokil Initial Sponsored Adr (RTO)	0.5	$2.8M	-12%	89k	31.48	View chart
Iqvia Holdings (IQV)	0.5	$2.8M	+11%	17k	170.54	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$2.7M		40k	68.28	View chart
First Tr Exchange-traded SHS (FDL)	0.5	$2.7M	-20%	49k	55.13	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$2.6M	+703%	67k	38.86	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.5	$2.6M	-37%	28k	91.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$2.6M		29k	90.53	View chart
Micron Technology (MU)	0.5	$2.6M	-37%	7.6k	337.84	View chart
Spdr Series Trust State Street Spd (JNK)	0.5	$2.6M	+11%	27k	95.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$2.5M		13k	196.20	View chart
Chevron Corporation (CVX)	0.5	$2.4M	+4%	12k	206.90	View chart
Meta Platforms Cl A (META)	0.5	$2.4M	+4%	4.2k	572.15	View chart
RBB F/m Us Treasury (TBIL)	0.4	$2.4M	+8%	48k	49.86	View chart
Spdr Series Trust State Street Spd (SPYV)	0.4	$2.4M	+26%	42k	56.58	View chart
ConocoPhillips (COP)	0.4	$2.3M	-36%	18k	132.00	View chart
Caci Intl Cl A (CACI)	0.4	$2.3M		4.3k	543.87	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$2.2M	+93%	23k	95.44	View chart
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF)	0.4	$2.2M	-7%	22k	97.55	View chart
Agnc Invt Corp Com reit (AGNC)	0.4	$2.2M	-39%	217k	10.03	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$2.1M		36k	59.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$2.1M	+5%	4.9k	436.79	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$2.1M	+17%	30k	69.75	View chart
Spdr Series Trust State Street Spd (SPSM)	0.4	$2.0M	+11%	41k	48.32	View chart
Eli Lilly & Co. (LLY)	0.4	$1.9M	+11%	2.1k	919.80	View chart
Middleby Corporation (MIDD)	0.4	$1.9M	-3%	14k	132.58	View chart
Global X Fds Global X Copper (COPX)	0.4	$1.9M	-4%	25k	76.35	View chart
Wal-Mart Stores (WMT)	0.3	$1.8M	-18%	15k	124.28	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$1.8M	-37%	42k	42.31	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$1.8M	+3%	35k	49.81	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$1.8M	NEW	29k	61.26	View chart
Spdr Series Trust State Street Spd (XBI)	0.3	$1.7M		14k	127.73	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.3	$1.7M	NEW	51k	33.81	View chart
Dollar Tree (DLTR)	0.3	$1.7M		16k	109.51	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.3	$1.7M	NEW	11k	158.58	View chart
Cameco Corporation (CCJ)	0.3	$1.7M	-44%	16k	108.61	View chart
Icici Bank Adr (IBN)	0.3	$1.7M	+6%	66k	25.90	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.3	$1.7M	NEW	16k	107.39	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.3	$1.7M	NEW	64k	26.33	View chart
Honeywell International (HON)	0.3	$1.7M	-5%	7.3k	226.04	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$1.6M	+10%	23k	70.27	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.3	$1.6M	+4%	83k	18.94	View chart
Landstar System (LSTR)	0.3	$1.5M	NEW	9.6k	160.31	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$1.5M	NEW	26k	59.55	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.3	$1.5M		20k	75.74	View chart
Qualcomm (QCOM)	0.3	$1.5M	+54%	12k	128.78	View chart
Sotera Health (SHC)	0.3	$1.5M	NEW	103k	14.34	View chart
Verizon Communications (VZ)	0.3	$1.5M		29k	50.20	View chart
Nvent Elec SHS (NVT)	0.3	$1.4M	-11%	12k	118.28	View chart
Newmont Mining Corporation (NEM)	0.3	$1.4M	-5%	13k	108.25	View chart
Charles River Laboratories (CRL)	0.3	$1.4M	-7%	8.0k	172.50	View chart
United Rentals (URI)	0.3	$1.4M	NEW	1.9k	728.56	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$1.4M	NEW	14k	95.82	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.3	$1.4M	NEW	29k	46.80	View chart
Home Depot (HD)	0.3	$1.4M	-19%	4.1k	328.88	View chart
Johnson & Johnson (JNJ)	0.2	$1.3M		5.4k	244.45	View chart
Corning Incorporated (GLW)	0.2	$1.3M		9.6k	135.97	View chart
Liberty Broadband Corp Com Ser C (LBRDK)	0.2	$1.2M	+62%	24k	50.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.2M	+2%	18k	67.53	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$1.2M	-43%	30k	40.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.2M	-5%	3.8k	320.80	View chart
International Business Machines (IBM)	0.2	$1.2M		5.0k	242.39	View chart
Caterpillar (CAT)	0.2	$1.2M		1.7k	708.46	View chart
Amgen (AMGN)	0.2	$1.2M	-12%	3.4k	351.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.2M	-56%	12k	99.27	View chart
First Tr Exchange Traded Dorsy Wr Momnt (DVOL)	0.2	$1.1M	+48%	33k	34.57	View chart
L3harris Technologies (LHX)	0.2	$1.1M		3.3k	345.15	View chart
Chubb (CB)	0.2	$1.1M		3.5k	325.93	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.1M		2.2k	499.66	View chart
Ishares Msci Sth Kor Etf (EWY)	0.2	$1.1M	+3%	9.0k	123.01	View chart
Bristol Myers Squibb (BMY)	0.2	$1.1M	-16%	18k	60.65	View chart
TJX Companies (TJX)	0.2	$1.1M	+51%	6.7k	159.70	View chart
Merck & Co (MRK)	0.2	$1.1M	+3%	8.8k	120.30	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$1.1M	NEW	30k	35.53	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$1.0M	+3%	9.4k	110.39	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.0M	+13%	12k	86.64	View chart
Masco Corporation (MAS)	0.2	$1.0M	NEW	17k	60.37	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$1.0M	+352%	22k	46.19	View chart
Costco Wholesale Corporation (COST)	0.2	$982k	+6%	985.00	996.57	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$973k	NEW	8.6k	113.11	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$967k	+8%	16k	59.22	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.2	$958k	+49%	27k	35.24	View chart
Managed Portfolio Series Leuthold Select (LST)	0.2	$956k	NEW	24k	40.45	View chart
Exxon Mobil Corporation (XOM)	0.2	$954k		5.6k	169.67	View chart
At&t (T)	0.2	$951k	-3%	33k	28.99	View chart
Citigroup Com New (C)	0.2	$946k	+2%	8.3k	113.41	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$942k	+7%	36k	26.30	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$942k	NEW	19k	50.12	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.2	$930k	+6%	22k	42.23	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.2	$918k	+4%	14k	66.12	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$912k	-8%	4.6k	198.29	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.2	$910k	+5%	8.5k	106.68	View chart
Lockheed Martin Corporation (LMT)	0.2	$909k	-39%	1.5k	604.40	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.2	$908k	+31%	38k	24.21	View chart
Siriusxm Holdings Common Stock (SIRI)	0.2	$897k	+16%	39k	23.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$894k		4.1k	217.25	View chart
Advanced Micro Devices (AMD)	0.2	$891k		4.4k	203.43	View chart
Iren Ordinary Shares (IREN)	0.2	$889k	-28%	26k	34.28	View chart
Comcast Corp Cl A (CMCSA)	0.2	$885k	+15%	31k	28.71	View chart
Coca-Cola Company (KO)	0.2	$884k	-3%	12k	76.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$872k		2.9k	302.25	View chart
Palantir Technologies Cl A (PLTR)	0.2	$848k	+5%	5.8k	146.28	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.2	$845k		16k	52.70	View chart
Southern Copper Corporation (SCCO)	0.2	$838k		4.9k	172.05	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.2	$832k	+2%	34k	24.77	View chart
UnitedHealth (UNH)	0.2	$824k		3.0k	270.63	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$819k	NEW	13k	62.45	View chart
Smurfit Westrock SHS (SW)	0.2	$813k	NEW	20k	39.85	View chart
Netflix (NFLX)	0.2	$811k	+8%	8.4k	96.15	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$808k	+7%	7.3k	110.35	View chart
Renasant (RNST)	0.2	$803k		22k	36.13	View chart
Dbx Etf Tr Xtrack Hrvst Csi (ASHR)	0.2	$802k	NEW	25k	32.64	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.2	$800k	-6%	44k	18.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$789k		26k	30.68	View chart
Ge Vernova (GEV)	0.1	$785k		899.00	872.90	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$782k	NEW	11k	71.13	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$781k	NEW	15k	52.56	View chart
Procter & Gamble Company (PG)	0.1	$777k		5.4k	144.44	View chart
Abbvie (ABBV)	0.1	$774k		3.6k	217.47	View chart
Cme (CME)	0.1	$773k	+6%	2.6k	295.38	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$768k	+153%	34k	22.91	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$768k	+204%	13k	58.18	View chart
Kkr & Co (KKR)	0.1	$759k	+35%	8.2k	92.50	View chart
Oracle Corporation (ORCL)	0.1	$751k	-67%	5.1k	147.11	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.1	$748k	NEW	15k	51.03	View chart
Uber Technologies (UBER)	0.1	$744k	-3%	10k	71.93	View chart
Nrg Energy Com New (NRG)	0.1	$740k	-2%	5.1k	146.14	View chart
United Therapeutics Corporation (UTHR)	0.1	$736k	-10%	1.2k	592.98	View chart
Leggett & Platt (LEG)	0.1	$726k	NEW	74k	9.88	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$724k	-36%	14k	50.37	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$723k	NEW	15k	47.93	View chart
Visa Com Cl A (V)	0.1	$713k	-31%	2.4k	302.25	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$710k		7.1k	99.87	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$703k	+25%	6.6k	106.15	View chart
American Express Company (AXP)	0.1	$701k		2.3k	302.50	View chart
Noble Corp Ord Shs A (NE)	0.1	$700k	NEW	14k	49.07	View chart
Bank of America Corporation (BAC)	0.1	$699k	+7%	14k	48.75	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$691k	+3%	1.9k	367.44	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$689k	+9%	2.0k	337.95	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$688k	+3%	21k	32.95	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$688k	-3%	16k	42.49	View chart
CRH Ord (CRH)	0.1	$680k	-5%	6.5k	105.12	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$670k	+6%	14k	48.05	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$669k	NEW	33k	20.41	View chart
Gilead Sciences (GILD)	0.1	$664k	-26%	4.8k	139.37	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$659k	-26%	5.0k	132.90	View chart
United Parcel Svcs CL B (UPS)	0.1	$653k		6.6k	98.38	View chart
Ssga Active Tr State Street Fix (FISR)	0.1	$647k		25k	25.72	View chart
Eagle Materials (EXP)	0.1	$631k	+91%	3.3k	189.45	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$631k	+3%	5.1k	124.32	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$630k	-6%	14k	45.52	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$630k	+24%	6.5k	97.23	View chart
Synchrony Financial (SYF)	0.1	$627k	-4%	9.2k	68.02	View chart
CF Industries Holdings (CF)	0.1	$625k	NEW	4.8k	129.84	View chart
Fox Corp Cl A Com (FOXA)	0.1	$622k	-3%	11k	58.40	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$621k	NEW	13k	48.46	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$620k	+18%	12k	50.95	View chart
Enbridge (ENB)	0.1	$617k	+3%	11k	54.14	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$617k		8.1k	76.51	View chart
Kla Corp Com New (KLAC)	0.1	$613k	-3%	416.00	1472.41	View chart
Sterling Construction Company (STRL)	0.1	$608k	+4%	1.5k	407.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$604k	NEW	2.9k	211.15	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$602k		9.6k	62.56	View chart
Barrick Mng Corp Com Shs (B)	0.1	$589k		14k	40.79	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$568k	NEW	18k	32.22	View chart
Cigna Corp (CI)	0.1	$563k	+20%	2.1k	266.79	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$559k	+46%	14k	39.43	View chart
Circle Internet Group Com Cl A (CRCL)	0.1	$556k	NEW	5.8k	95.41	View chart
Cisco Systems (CSCO)	0.1	$549k	+3%	7.1k	77.59	View chart
Quanta Services (PWR)	0.1	$544k	-34%	991.00	549.02	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$536k	+83%	3.7k	146.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$533k	-14%	2.1k	248.00	View chart
Emerson Electric (EMR)	0.1	$522k		4.0k	131.02	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$507k	+7%	3.5k	144.95	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$505k	+15%	8.1k	62.64	View chart
Warrior Met Coal (HCC)	0.1	$501k		5.4k	93.15	View chart
Brown & Brown (BRO)	0.1	$500k	NEW	7.7k	65.21	View chart
Spdr Series Trust State Street Spd (SPMB)	0.1	$500k	+42%	22k	22.39	View chart
Floor & Decor Hldgs Cl A (FND)	0.1	$496k	NEW	9.8k	50.80	View chart
McDonald's Corporation (MCD)	0.1	$495k	-2%	1.6k	310.78	View chart
Paccar (PCAR)	0.1	$487k		4.2k	115.51	View chart
Aercap Holdings Nv SHS (AER)	0.1	$483k	+12%	3.5k	137.18	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$483k	-2%	11k	44.63	View chart
Amcor Com New (AMCR)	0.1	$481k	NEW	12k	39.75	View chart
Applied Materials (AMAT)	0.1	$479k	+12%	1.4k	341.79	View chart
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)	0.1	$477k		9.6k	49.67	View chart
Ameren Corporation (AEE)	0.1	$477k		4.3k	109.91	View chart
Altria (MO)	0.1	$474k	-5%	7.2k	65.99	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$473k		19k	25.10	View chart
Danaos Corporation SHS (DAC)	0.1	$470k	-2%	4.2k	112.64	View chart
Goldman Sachs (GS)	0.1	$470k	-8%	555.00	845.99	View chart
Spdr Series Trust State Street Spd (SJNK)	0.1	$469k	-74%	19k	24.98	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$467k	-2%	5.6k	83.57	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$467k	+23%	6.6k	70.51	View chart
Managed Portfolio Series Kensington Cr Op (KAMO)	0.1	$465k	-4%	19k	24.68	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$465k	-17%	10k	45.89	View chart
Hancock Holding Company (HWC)	0.1	$463k		7.3k	63.59	View chart
Astrazeneca Ord (AZN)	0.1	$460k	NEW	2.3k	197.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$459k	+18%	5.5k	82.75	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$457k	+70%	1.9k	239.99	View chart
Anthem (ELV)	0.1	$456k		1.6k	292.83	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$456k	+17%	10k	44.80	View chart
Hldgs (UAL)	0.1	$456k	-4%	5.0k	92.06	View chart
Pepsi (PEP)	0.1	$452k	+4%	2.9k	155.29	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$451k	+16%	5.2k	86.69	View chart
Adobe Systems Incorporated (ADBE)	0.1	$445k	-12%	1.8k	243.08	View chart
BlackRock MuniHoldings Fund (MHD)	0.1	$438k	NEW	39k	11.28	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$436k	+15%	9.3k	46.95	View chart
Abbott Laboratories (ABT)	0.1	$434k	-5%	4.2k	102.67	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$428k	+7%	14k	30.32	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$427k	+9%	4.5k	95.96	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$424k	-49%	5.7k	74.35	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$418k	-31%	3.8k	110.86	View chart
Walt Disney Company (DIS)	0.1	$417k		4.3k	96.37	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$415k	+18%	314.00	1320.83	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$412k	+10%	4.8k	85.15	View chart
Curtiss-Wright (CW)	0.1	$412k	-23%	605.00	681.12	View chart
Intuitive Surgical Com New (ISRG)	0.1	$408k	+10%	885.00	460.99	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$407k	+23%	4.2k	96.62	View chart
Wells Fargo & Company (WFC)	0.1	$405k	-6%	5.1k	79.61	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$399k		4.3k	92.74	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$395k	+20%	6.5k	61.00	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.1	$394k	+16%	32k	12.18	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.1	$393k	+8%	14k	28.74	View chart
Metropcs Communications (TMUS)	0.1	$391k		1.9k	210.03	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$390k	+3%	18k	21.57	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$389k	-15%	9.3k	41.68	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$388k	+2%	4.1k	93.73	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$388k	+2%	4.4k	88.71	View chart
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)	0.1	$386k	-2%	12k	31.38	View chart
Surf Air Mobility Com New (SRFM)	0.1	$376k	NEW	327k	1.15	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$376k	+3%	7.5k	50.14	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$374k	-35%	7.9k	47.03	View chart
Lam Research Corp Com New (LRCX)	0.1	$372k	NEW	1.7k	213.66	View chart
Trane Technologies SHS (TT)	0.1	$372k	-14%	892.00	416.74	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$371k	NEW	5.0k	73.64	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$369k	+7%	3.1k	118.62	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$365k		2.5k	145.79	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$360k	+25%	6.4k	56.68	View chart
S&p Global (SPGI)	0.1	$358k	-7%	842.00	425.35	View chart
American Electric Power Company (AEP)	0.1	$357k	+2%	2.7k	131.08	View chart
Ge Aerospace Com New (GE)	0.1	$356k	+4%	1.3k	283.77	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$354k	+12%	8.8k	40.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$352k	NEW	1.8k	191.81	View chart
Amphenol Corp Cl A (APH)	0.1	$351k	+8%	2.8k	126.35	View chart
Pfizer (PFE)	0.1	$350k	-13%	13k	28.08	View chart
Marsh & McLennan Companies (MRSH)	0.1	$347k	+4%	2.0k	173.45	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$345k	NEW	15k	23.65	View chart
Franklin Templeton Etf Tr Ftse China (FLCH)	0.1	$345k	+60%	15k	22.39	View chart
Nextera Energy (NEE)	0.1	$345k		3.7k	92.87	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$343k	NEW	3.4k	100.72	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$341k	-4%	764.00	446.54	View chart
Gci Liberty Com Ser C (GLIBK)	0.1	$340k	NEW	9.1k	37.21	View chart
Ball Corporation (BALL)	0.1	$339k	-84%	5.7k	59.11	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$338k	+19%	14k	24.39	View chart
Gabelli Utility Trust (GUT)	0.1	$338k	+2%	56k	6.05	View chart
TransDigm Group Incorporated (TDG)	0.1	$337k	NEW	291.00	1158.96	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$336k	+6%	10k	33.54	View chart
Cintas Corporation (CTAS)	0.1	$336k	-5%	2.0k	169.14	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$335k	-5%	6.6k	50.61	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$333k	+25%	3.9k	84.44	View chart
Spdr Series Trust State Street Spd (EMHC)	0.1	$333k	+12%	13k	24.80	View chart
Linde SHS (LIN)	0.1	$333k	+11%	671.00	495.76	View chart
Vanguard World Extended Dur (EDV)	0.1	$332k	-12%	5.1k	64.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$329k		6.6k	49.89	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$329k	+7%	3.6k	91.52	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$329k	+60%	5.4k	61.32	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$328k	NEW	13k	25.53	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$328k	NEW	13k	25.44	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.1	$328k	NEW	13k	25.83	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$327k	NEW	13k	25.35	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$327k	NEW	6.4k	50.98	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$327k	NEW	13k	25.63	View chart
Raytheon Technologies Corp (RTX)	0.1	$325k	+4%	1.7k	192.90	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$324k	NEW	3.4k	94.95	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$323k	+148%	63k	5.10	View chart
Duke Energy Corp Com New (DUK)	0.1	$322k		2.5k	130.94	View chart
Comfort Systems USA (FIX)	0.1	$321k	-40%	233.00	1378.99	View chart
Arch Cap Group Ord (ACGL)	0.1	$321k	-3%	3.3k	95.99	View chart
Mohawk Industries (MHK)	0.1	$320k	+15%	3.2k	98.46	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$320k	-4%	7.1k	44.87	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$319k	NEW	457.00	697.40	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$317k		1.5k	205.80	View chart
Kinross Gold Corp (KGC)	0.1	$315k	+10%	10k	30.52	View chart
salesforce (CRM)	0.1	$315k	+10%	1.7k	186.67	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$313k	NEW	2.8k	111.37	View chart
Royal Caribbean Cruises (RCL)	0.1	$311k	-2%	1.1k	275.18	View chart
Morgan Stanley Com New (MS)	0.1	$309k	+12%	1.9k	164.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$307k	+3%	11k	29.13	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$306k		784.00	390.41	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$304k		27k	11.23	View chart
Exelixis (EXEL)	0.1	$301k	-5%	7.0k	42.89	View chart
Palo Alto Networks (PANW)	0.1	$301k	NEW	1.9k	160.32	View chart
Ssga Active Tr State Street Us (XLSR)	0.1	$301k		5.2k	57.74	View chart
Citizens Financial (CFG)	0.1	$298k	-6%	5.0k	59.97	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$297k	-82%	1.8k	161.73	View chart
American Tower Reit (AMT)	0.1	$297k	+6%	1.7k	172.59	View chart
Carillon Ser Tr Rj Eagle Gcm Div (RJDI)	0.1	$295k	NEW	11k	26.73	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$292k	-5%	10k	28.71	View chart
Aptiv Com Shs (APTV)	0.1	$292k	NEW	4.2k	69.44	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$291k	+13%	5.2k	55.51	View chart
Versant Media Group Com Cl A (VSNT)	0.1	$290k	NEW	7.8k	37.02	View chart
Regions Financial Corporation (RF)	0.1	$289k	+2%	11k	26.12	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$283k		23k	12.33	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$281k		5.6k	49.99	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$281k	NEW	718.00	391.76	View chart
Valmont Industries (VMI)	0.1	$280k	+5%	701.00	399.57	View chart
Bj's Wholesale Club Holdings (BJ)	0.1	$280k	+5%	2.8k	98.42	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$279k	+6%	4.8k	58.55	View chart
Hartford Financial Services (HIG)	0.1	$278k	+3%	2.1k	135.23	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$277k	+14%	4.0k	70.18	View chart
EOG Resources (EOG)	0.1	$275k	NEW	1.9k	144.57	View chart
Entegris (ENTG)	0.1	$271k	-4%	2.3k	117.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$269k		4.2k	64.08	View chart
Servicenow (NOW)	0.1	$267k	+22%	2.6k	104.55	View chart
Cummins (CMI)	0.1	$266k		495.00	538.03	View chart
Bny Mellon Etf Trust Global Infrasctr (BKGI)	0.0	$265k	NEW	5.9k	44.54	View chart
Intel Corporation (INTC)	0.0	$262k	+3%	5.9k	44.13	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.0	$262k	-17%	6.5k	40.57	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.0	$261k	+3%	19k	14.08	View chart
Boeing Company (BA)	0.0	$260k	-2%	1.3k	199.05	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$260k		2.8k	94.06	View chart
Spdr Series Trust State Street Spd (SPLB)	0.0	$259k	NEW	12k	22.22	View chart
Eaton Corp SHS (ETN)	0.0	$259k	-88%	725.00	357.67	View chart
Western Digital (WDC)	0.0	$258k	NEW	954.00	270.49	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.0	$258k	NEW	7.8k	32.95	View chart
Parker-Hannifin Corporation (PH)	0.0	$254k	-26%	284.00	895.24	View chart
Carpenter Technology Corporation (CRS)	0.0	$252k	NEW	640.00	394.15	View chart
Rambus (RMBS)	0.0	$252k	+3%	2.9k	86.03	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$251k	NEW	5.0k	50.04	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$250k		3.7k	67.12	View chart
Principal Financial (PFG)	0.0	$250k		2.8k	90.11	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$250k		5.0k	50.34	View chart
Steris Shs Usd (STE)	0.0	$248k	-8%	1.1k	221.13	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$247k	-89%	11k	23.32	View chart
Valero Energy Corporation (VLO)	0.0	$247k	NEW	1.0k	247.08	View chart
Aon Shs Cl A (AON)	0.0	$247k	+11%	765.00	322.78	View chart
Green Brick Partners (GRBK)	0.0	$247k	NEW	3.8k	64.45	View chart
Ishares Msci Cda Etf (EWC)	0.0	$245k	+19%	4.5k	54.79	View chart
Williams-Sonoma (WSM)	0.0	$243k		1.3k	182.33	View chart
Northrop Grumman Corporation (NOC)	0.0	$242k	-12%	354.00	682.24	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$241k	-39%	2.9k	81.98	View chart
Tidal Trust I Sonicshares Gbl (BOAT)	0.0	$240k	NEW	5.9k	40.56	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.0	$239k	NEW	6.6k	36.22	View chart
Us Bancorp Com New (USB)	0.0	$239k	+4%	4.6k	52.01	View chart
Hca Holdings (HCA)	0.0	$239k		504.00	473.24	View chart
Ross Stores (ROST)	0.0	$239k	NEW	1.1k	216.63	View chart
Novanta (NOVT)	0.0	$238k	NEW	2.0k	118.11	View chart
Wec Energy Group (WEC)	0.0	$237k	-3%	2.0k	115.77	View chart
Zoetis Cl A (ZTS)	0.0	$236k	+6%	2.0k	118.21	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$236k	+18%	4.8k	49.37	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$235k	+2%	914.00	257.35	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$235k	NEW	4.5k	52.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$233k	-9%	812.00	287.03	View chart
Union Pacific Corporation (UNP)	0.0	$233k		959.00	242.67	View chart
Penumbra (PEN)	0.0	$231k	NEW	703.00	328.37	View chart
Target Corporation (TGT)	0.0	$230k	NEW	1.9k	121.20	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.0	$229k		4.6k	49.63	View chart
Edison International (EIX)	0.0	$227k	NEW	3.1k	73.18	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$227k	NEW	4.4k	51.93	View chart
Marathon Petroleum Corp (MPC)	0.0	$226k	NEW	924.00	244.11	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$224k	-55%	2.4k	93.93	View chart
Charles Schwab Corporation (SCHW)	0.0	$224k	-83%	2.4k	93.99	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$223k	-71%	2.0k	109.69	View chart
Annaly Capital Management In Com New (NLY)	0.0	$223k	-37%	11k	21.15	View chart
AFLAC Incorporated (AFL)	0.0	$220k	-9%	2.0k	109.71	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$220k	NEW	2.4k	92.69	View chart
Monolithic Power Systems (MPWR)	0.0	$219k	NEW	200.00	1093.35	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$219k	+4%	2.3k	94.58	View chart
Fastenal Company (FAST)	0.0	$218k	NEW	4.7k	46.40	View chart
Ingredion Incorporated (INGR)	0.0	$217k		1.9k	112.66	View chart
Medpace Hldgs (MEDP)	0.0	$217k	+6%	451.00	480.19	View chart
Karman Hldgs Common Stock (KRMN)	0.0	$216k	NEW	2.7k	80.05	View chart
Tractor Supply Company (TSCO)	0.0	$213k	+4%	4.7k	45.30	View chart
Lincoln Electric Holdings (LECO)	0.0	$213k	NEW	853.00	249.08	View chart
Truist Financial Corp equities (TFC)	0.0	$212k	NEW	4.6k	45.97	View chart
Stryker Corporation (SYK)	0.0	$212k	-6%	646.00	328.59	View chart
UFP Technologies (UFPT)	0.0	$212k	+6%	1.1k	193.60	View chart
Novartis Sponsored Adr (NVS)	0.0	$212k	NEW	1.4k	152.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$210k	NEW	2.8k	75.10	View chart
Franklin Templeton Etf Tr Franklin Asia (FLAX)	0.0	$210k	NEW	6.9k	30.56	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$209k	NEW	1.8k	118.61	View chart
Boot Barn Hldgs (BOOT)	0.0	$209k	+21%	1.4k	146.36	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$207k	NEW	5.8k	35.71	View chart
Starbucks Corporation (SBUX)	0.0	$204k	NEW	2.3k	89.59	View chart
Range Resources (RRC)	0.0	$204k	NEW	4.5k	45.18	View chart
Howmet Aerospace (HWM)	0.0	$203k	NEW	881.00	230.46	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$201k	-78%	4.5k	44.45	View chart
Avantor (AVTR)	0.0	$157k	-85%	20k	7.84	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$145k		13k	11.50	View chart
Liberty Global Com Cl A (LBTYA)	0.0	$126k	-84%	10k	12.09	View chart
Ford Motor Company (F)	0.0	$121k	NEW	10k	11.54	View chart
Annexon (ANNX)	0.0	$83k		15k	5.54	View chart
Gevo Com Par (GEVO)	0.0	$77k		28k	2.73	View chart
Putnam Master Inter Income T Sh Ben Int (PIM)	0.0	$69k		21k	3.27	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$34k	-19%	12k	2.92	View chart
Defi Technologies (DEFT)	0.0	$7.7k		14k	0.55	View chart

Past Filings by Balefire

SEC 13F filings are viewable for Balefire going back to 2018

Balefire 2026 Q1 filed May 7, 2026
Balefire 2025 Q4 filed Jan. 12, 2026
Balefire 2025 Q3 filed Oct. 8, 2025
Balefire 2025 Q2 filed July 9, 2025
Balefire 2025 Q1 filed April 23, 2025
VisionPoint Advisory Group 2024 Q4 filed Feb. 3, 2025
VisionPoint Advisory Group 2024 Q3 filed Oct. 15, 2024
VisionPoint Advisory Group 2024 Q2 filed Aug. 1, 2024
VisionPoint Advisory Group 2024 Q1 filed May 10, 2024
VisionPoint Advisory Group 2023 Q4 filed Feb. 7, 2024
VisionPoint Advisory Group 2023 Q3 filed Dec. 6, 2023
VisionPoint Advisory Group 2023 Q2 filed Aug. 21, 2023
VisionPoint Advisory Group 2023 Q1 filed May 15, 2023
VisionPoint Advisory Group 2022 Q4 filed Feb. 14, 2023
VisionPoint Advisory Group 2022 Q3 filed Nov. 17, 2022
VisionPoint Advisory Group 2022 Q2 filed Aug. 12, 2022

View all past filings

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