Sign In
Logo ExchangiFi
Sign In

Tax-deferred 351 exchanges made simple on ExchangiFi

Transform your low-basis stock into diversified ETF portfolios through streamlined 351 exchanges.

Register Now

Featured Deal

Our current highlighted 351 exchange opportunity to diversify tax-deferred

Brookmont Capital Management

Brookmont Dividend Growth Strategy ETF

Quality Dividend Growth for Long-Term Total Return
Estimated Launch: Q2 2026
Deal Summary
Ticker Symbol:BMDV
Issuer:Brookmont Capital Management
Investment Strategy:Quality Dividend Growth for Long-Term Total Return
Objective:Long-term Total Return by Investing in High-Quality U.S. Companies
Fee:0.75%
Effective Date:March 27, 2026

Why BMDV?

  • Record of Outperforming Benchmark
  • Focus on Sustainable Dividend Growth
  • Quality Companies with Lower Volatility
  • Experienced, Disciplined Management Team
Tax Advantage

Defer capital gains taxes and diversify seamlessly by exchanging concentrated stock positions into a diversified ETF through our 351 exchange strategy.

View Deal

351 Exchange Calculator

Enter your investment positions to verify diversification requirements and estimate your capital gains tax deferral.

Syndicated 351 Exchange ETF Launch History

Track record of successful ETF launches using syndicated 351 exchange assets across diverse sectors and investment strategies, delivering consistent value to our investors.

ENDW

Cambria

$98 Million

Raised

Cambria Multi-Asset ETF

Multi-Asset

Press Release

AAUS

Alpha Architect

$445 Million

Raised

Alpha Architect US Equity ETF

Active Management

Press Release

EBI

Longview Research

$440 Million

Raised

Longview Research Broad Market ETF

Broad Market

Press Release

TOV

JLens

$28 Million

Raised

JLens Thematic ETF

Thematic

Press Release

CHGX

Stance Capital

$11 Million

Raised

Stance Capital Active ETF

Active

Press Release

BLUX

Bluemonte ETFs

$278 Million

Raised

Bluemonte Dynamic Total Market ETF

Dynamic Total Market

Press Release

See How ExchangiFi Works

Watch a short demo video and learn the key rules for participating in a 351 tax-deferred exchange.

The 3 Requirements for a 351 Tax-Deferred Exchange

  • 25/50 Diversification Rule

    To qualify, no single security can account for more than 25% of the market value of the portfolio that will be exchanged, and the top 5 securities combined cannot exceed 50%.

  • Intraday Liquidity

    Securities exchanged must be publicly traded and liquid, including domestic stocks, foreign stocks, GDRs, ETFs, bonds, closed-end funds, ADRs, MLPs, spot crypto ETFs, fixed-income ETFs, and other securities.

  • Fund Strategy Alignment

    The securities must align with the strategy of the receiving fund, ensuring consistency and regulatory compliance.

Get in Touch

Ready to transform your portfolio? We're here to help.

Contact Information

Email

Info@exchangifi.com

Phone

+1 (561) 206-2416

Address

2000 PGA Blvd. Palm Beach Gardens, FL 33408

Office Hours

Monday - Friday9:00 AM - 6:00 PM EST
Saturday10:00 AM - 2:00 PM
SundayClosed