Sensible Money’s Barron's 400 ETF BFOR Stock Holding History

Sensible Money’s Portfolio BFOR Stock Details BFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$309K	Hold	12,944	–	–	0.08%	75
2026 Q1	$269K	Hold	12,944	–	–	0.08%	70
2025 Q4	$266K	Hold	12,944	–	–	0.09%	68
2025 Q3	$263K	Hold	12,944	–	–	0.09%	69
2025 Q2	$249K	Hold	12,944	–	–	0.09%	72
2025 Q1	$225K	Hold	12,944	–	–	0.1%	73
2024 Q4	$235K	Hold	12,944	–	–	0.1%	73
2024 Q3	$232K	Hold	12,944	–	–	0.1%	73
2024 Q2	$214K	Hold	12,944	–	–	0.1%	76
2024 Q1	$220K	Hold	12,944	–	–	0.12%	71
2023 Q4	$201K	Buy	+12,944	New	+$186K	0.12%	74

Other funds holding BFOR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return

ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return

Sensible Money's BFOR Position: Q2 2026 in Review

Sensible Money held its Barron's 400 ETF (BFOR) position steady in Q2 2026 at 12,944 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #75.

Sensible Money first reported a position in BFOR in Q4 2023 and has held it in 11 quarters since. 43 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

Sensible Money held 12,944 shares of Barron's 400 ETF worth $309K as of Q2 2026.
Sensible Money left its Barron's 400 ETF share count unchanged in Q2 2026.
Barron's 400 ETF made up 0.08% of Sensible Money's portfolio in Q2 2026, its #75 holding.
Sensible Money first reported a position in Barron's 400 ETF in Q4 2023 and has held it in 11 quarters since.
43 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.