BG Investment Services, Inc.
RIA/Wealth
BG Investment Services, Inc. is a RIA/Wealth led by Donald Harvey Clark, reporting $439.9M in AUM as of Q3 2025 with 89% ETF concentration, 70% concentrated in top 10 holdings, and 16% allocation to FBND.
CCODonald Harvey Clark
- Portfolio Value
- $101.4M
- Positions
- 45
- Top Holding
- FBND at 15.66%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BG Investment Services, Inc.'s portfolio (69.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.9M | 15.66% | +$4.8M Bought | — 343.3K shares | |
ETF ETF | $13.9M | 13.72% | -$665.3K Sold | — 20.8K shares | |
ETF ETF | $12.9M | 12.73% | +$4.8M Bought | — 240.5K shares | |
ETF ETF | $7.0M | 6.94% | +$235.3K Bought | — 80.6K shares | |
ETF ETF | $4.2M | 4.16% | +$893.9K Bought | — 75.8K shares | |
ETF ETF | $3.9M | 3.88% | +$1.3M Bought | — 68.9K shares | |
ETF ETF | $3.6M | 3.55% | +$1.2M Bought | — 102.0K shares | |
ETF ETF | $3.1M | 3.08% | -$425.1K Sold | — 15.3K shares | |
ETF ETF | $3.0M | 3.00% | +$38.4K Bought | — 57.3K shares | |
ETF ETF | $2.8M | 2.80% | +$1.1M Bought | — 57.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BG Investment Services, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-72.27% | |
-29.07% |
Analytics
Portfolio insights and performance metrics for BG Investment Services, Inc.
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