Bg Investment Services, Inc. Top Holdings and 13F Report (2026) About Bg Investment Services, Inc.Investment ActivityBg Investment Services, Inc. has $120.48 million in total holdings as of March 31, 2026.Bg Investment Services, Inc. owns shares of 48 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 12.09% of the portfolio was purchased this quarter.About 2.62% of the portfolio was sold this quarter.This quarter, Bg Investment Services, Inc. has purchased 45 new stocks and bought additional shares in 24 stocks.Bg Investment Services, Inc. sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Fidelity Total Bond ETF $21,395,031Fidelity Blue Chip Growth ETF $16,307,057iShares Core S&P 500 ETF $12,699,384iShares Core MSCI EAFE ETF $7,151,684FIDELITY COVINGTON TRUST $6,351,045 Largest New Holdings this Quarter 31609A107 - FIDELITY COVINGTON TRUST $626,576 HoldingN07059210 - ASML $326,698 Holding084670702 - Berkshire Hathaway $296,625 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $226,682 Holding02462A104 - AMERICAN BITCOIN CORP. $12,974 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 58,073 shares (about $2.65M)JPMorgan Equity Premium Income ETF 39,681 shares (about $2.25M)Fidelity Blue Chip Growth ETF 44,358 shares (about $2.22M)FIDELITY COVINGTON TRUST 34,209 shares (about $1.27M)Fidelity High Yield Factor ETF 18,461 shares (about $896.09K) Largest Sales this Quarter iShares Core S&P 500 ETF 842 shares (about $549.99K)Alphabet 1,159 shares (about $333.30K)Apple 1,210 shares (about $307.06K)Tesla 814 shares (about $302.64K)NVIDIA 1,539 shares (about $268.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBg Investment Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFBNDFidelity Total Bond ETF$21,395,031$2,649,288 â–²14.1%468,98417.8%ETFFBCGFidelity Blue Chip Growth ETF$16,307,057$2,223,225 â–²15.8%325,36013.5%ETFIVViShares Core S&P 500 ETF$12,699,384$549,989 â–¼-4.2%19,44210.5%ETFIEFAiShares Core MSCI EAFE ETF$7,151,684$171,011 â–¼-2.3%78,9985.9%ETFFIDELITY COVINGTON TRUST$6,351,045$1,272,575 â–²25.1%170,7275.3%ENHANCED INTLFDVVFidelity High Dividend ETF$6,217,763$732,870 â–²13.4%112,5595.2%ETFFDHYFidelity High Yield Factor ETF$4,681,913$896,095 â–²23.7%96,4553.9%ETFJEPIJPMorgan Equity Premium Income ETF$4,570,136$2,249,133 â–²96.9%80,6303.8%ETFIWDiShares Russell 1000 Value ETF$3,120,289$74,572 â–¼-2.3%14,6032.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,983,930$144,329 â–²5.1%56,7722.5%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$2,498,721$381,633 â–²18.0%85,7782.1%ETFIFRAiShares U.S. Infrastructure ETF$2,307,002$30,202 â–¼-1.3%40,3321.9%ETFFIDELITY COVINGTON TRUST$2,306,294$395,056 â–²20.7%64,1351.9%ENHANCED MIDVYMIVanguard International High Dividend Yield ETF$2,247,099$443,313 â–²24.6%23,8441.9%ETFNVDANVIDIA$2,240,084$268,392 â–¼-10.7%12,8451.9%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$1,922,829$173,167 â–¼-8.3%19,7761.6%ETFSCHDSchwab US Dividend Equity ETF$1,780,636$155,118 â–¼-8.0%58,0391.5%ETFAAPLApple$1,718,034$307,064 â–¼-15.2%6,7701.4%Computer and TechnologyVOOVanguard S&P 500 ETF$1,593,922$4,184 â–²0.3%2,6671.3%ETFIWMiShares Russell 2000 ETF$1,332,116$128,226 â–¼-8.8%5,3711.1%FinanceVYMVanguard High Dividend Yield ETF$1,106,583$143,062 â–²14.8%7,4720.9%Financial ServicesTSLATesla$1,051,077$302,645 â–¼-22.4%2,8270.9%Auto/Tires/TrucksMSFTMicrosoft$1,025,841$449,800 â–²78.1%2,7710.9%Computer and TechnologyFSMDFidelity Small-Mid Multifactor ETF$963,607$184,735 â–²23.7%21,5480.8%ETFAMZNAmazon.com$857,705$102,891 â–¼-10.7%4,1180.7%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$854,242$1,186 â–¼-0.1%12,2470.7%ETFFDEMFidelity Emerging Markets Multifactor ETF$774,484$237,193 â–²44.1%24,5250.6%ETFNEOS ETF TRUST$744,948$160,945 â–²27.6%14,9920.6%NASDAQ 100 HIGHSPYSPDR S&P 500 ETF Trust$675,8130.0%1,0390.6%FinanceFIDELITY COVINGTON TRUST$626,576$626,576 â–²New Holding17,9480.5%ENHANCED LARGEFTBDFidelity Tactical Bond ETF$547,300$54,656 â–²11.1%11,1350.5%ETFBACBank of America$537,162$346,555 â–²181.8%11,0190.4%FinanceGOOGAlphabet$514,731$38,734 â–¼-7.0%1,7940.4%Computer and TechnologyFLTBFidelity Limited Term Bond ETF$489,982$84,353 â–²20.8%9,7470.4%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$478,493$11,378 â–¼-2.3%6,0140.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$469,821$2,085 â–²0.4%4,7330.4%FinanceGOOGLAlphabet$436,535$333,296 â–¼-43.3%1,5180.4%Computer and TechnologyUNHUnitedHealth Group$361,794$8,389 â–¼-2.3%1,3370.3%MedicalXOMExxonMobil$347,394$848 â–²0.2%2,0480.3%EnergyMETAMeta Platforms$342,048$6,864 â–²2.0%5980.3%Computer and TechnologyASMLASML$326,698$326,698 â–²New Holding2470.3%Computer and TechnologyNFLXNetflix$324,977$15,095 â–²4.9%3,3800.3%Consumer DiscretionaryBRK.BBerkshire Hathaway$296,625$296,625 â–²New Holding6190.2%FinanceLLYEli Lilly and Company$246,2220.0%2680.2%MedicalSGOViShares 0-3 Month Treasury Bond ETF$226,682$226,682 â–²New Holding2,2520.2%ETFVTIVanguard Total Stock Market ETF$210,8550.0%6570.2%ETFJPMJPMorgan Chase & Co.$208,642$883 â–²0.4%7090.2%FinanceAMERICAN BITCOIN CORP.$12,974$12,974 â–²New Holding14,0350.0%COM CL AMUMicron Technology$0$299,395 â–¼-100.0%00.0%Computer and TechnologyAMDAdvanced Micro Devices$0$200,798 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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