BFC Planning, Inc.
Sector Allocation
- Other43.1%$1.1B
- Technology24.5%$603.5M
- Financials8.4%$206.4M
- Healthcare5.3%$130.1M
- Industrials4.6%$112.1M
- Consumer Discretionary3.9%$96.6M
- Consumer Staples3.1%$76.6M
- Energy2.2%$53.7M
- Communication Services1.3%$32.7M
- Utilities1.3%$32.3M
AUM History
13fpro.ai/research/fund/bfc-planning-inc-2160654
Conviction and streaks
Diversifying · top 10 = 20.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$129.9MQQQ
$83.1MAAPL
$52.5MSPY
$48.1MMSFT
$41.7MGOOGL
$39.8MMU
$35.1M- SELECT$29.2M
TSM
$28.3MAMZN
$25.4MGOOG
$22.7M- ISHARES$22.3M
- VANGUARD$21.6M
- SPDR$21.4M
- FIRST$19.5M
- RBB$18.9M
- VANGUARD$18.7M
META
$18.0M- ISHARES$17.6M
- VANGUARD$16.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bfc-planning-inc-2160654
BFC Planning, Inc. 13F holdings — Q2 2026
$2.5B portfolio (+9.7% QoQ) · 3,424 holdings · Q2 2026 13F · top 10 are 21% of the stock portfolio
Includes $59K of put/call options ($27K puts, $32K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $2.5B. Weights use the stock portfolio.
$129.9M
5.3% of stocks
-2%This quarter-4.2%Since filed7+ qtrsHeld$83.1M
3.4% of stocks
-19%This quarter-3.5%Since filed7+ qtrsHeld$52.5M
2.1% of stocks
-38%This quarter-1.2%Since filed7+ qtrsHeld$48.1M
2.0% of stocks
-13%This quarter-1.8%Since filed7+ qtrsHeld$41.7M
1.7% of stocks
+0.9%This quarter-1.6%Since filed7+ qtrsHeld$39.8M
1.6% of stocks
-3%This quarter-1.4%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$35.1M
1.4% of stocks
+4%This quarter-5.3%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row- 8
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$29.2M
1.2% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— $28.3M
1.1% of stocks
-2%This quarter-6.0%Since filed7+ qtrsHeld$25.4M
1.0% of stocks
-39%This quarter-1.4%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — BFC Planning, Inc. (Q2 2026)
3,424 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $22.7M | 0.9% | 64K | -4% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $22.3M | 0.9% | 74K | +318% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $21.6M | 0.9% | 58K | +29% | — | — | 13F |
| 14 | — | SPDR SERIES TRUST - ST STR PR SP1500etf/fund | — | $21.4M | 0.9% | 236K | -32% | — | — | 13F |
| 15 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $19.5M | 0.8% | 391K | +1% | — | — | 13F |
| 16 | — | RBB FD INC - F/M US TREASURY | — | $18.9M | 0.8% | 380K | -20% | — | — | 13F |
| 17 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $18.7M | 0.8% | 79K | -12% | — | — | 13F |
| 18 | Meta Platforms, Inc. | Technology | $18.0M | 0.7% | 32K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - SP SMCP600VL ETFetf/fund | — | $17.6M | 0.7% | 129K | +3073% | — | — | 13F |
| 20 | — | VANGUARD WORLD FD - MEGA GRWTH INDetf/fund | — | $16.9M | 0.7% | 192K | +412% | — | — | 13F |
| 21 | ELI LILLY & Co | Healthcare | $16.4M | 0.7% | 14K | +30% | 7+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | JPMORGAN CHASE & CO | Financials | $16.3M | 0.7% | 50K | +0.2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | EXXON MOBIL CORP | Energy | $15.8M | 0.6% | 115K | -0.6% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $15.5M | 0.6% | 177K | +27% | — | — | 13F |
| 25 | JOHNSON & JOHNSON | Healthcare | $15.4M | 0.6% | 61K | -1.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $15.1M | 0.6% | 118K | +2% | |||
| 27 | — | ISHARES TR - CORE S&P500 ETF | — | $14.1M | 0.6% | 19K | +12% | |||
| 28 | — | ISHARES TR - S&P 500 VAL ETF | — | $14.0M | 0.6% | 62K | -4% | |||
| 29 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $13.7M | 0.6% | 93K | +25% | |||
| 30 | $AVGO | Broadcom Inc. | Technology | $13.3M | 0.5% | 35K | -9% | |||
| 31 | $ABBV | AbbVie Inc. | Healthcare | $12.8M | 0.5% | 51K | -0.8% | |||
| 32 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $12.5M | 0.5% | 18K | -4% | |||
| 33 | $APH | AMPHENOL CORP /DE/ | Technology | $12.4M | 0.5% | 70K | +6% | |||
| 34 | $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | Healthcare | $12.2M | 0.5% | 150K | New | |||
| 35 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $12.0M | 0.5% | 13K | -3% | |||
| 36 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $11.5M | 0.5% | 33K | -0.8% | |||
| 37 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $11.4M | 0.5% | 191K | +9% | |||
| 38 | $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | Communication Services | $11.4M | 0.5% | 125K | +0.8% | |||
| 39 | $IVZ | Invesco Ltd. | Financials | $11.2M | 0.5% | 37K | +975% | |||
| 40 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $11.1M | 0.5% | 22K | -53% | |||
| 41 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $11.0M | 0.5% | 39K | +24% | |||
| 42 | — | ISHARES TR - RUS 1000 GRW ETF | — | $10.9M | 0.4% | 88K | +292% | |||
| 43 | $PANW | Palo Alto Networks Inc | Technology | $10.8M | 0.4% | 32K | -4% | |||
| 44 | $TSLA | Tesla, Inc. | Consumer Discretionary | $10.8M | 0.4% | 26K | -2% | |||
| 45 | $ALKS | Alkermes plc. | Healthcare | $10.8M | 0.4% | 206K | New | |||
| 46 | $CMI | CUMMINS INC | Industrials | $10.0M | 0.4% | 14K | +13% | |||
| 47 | $PLTR | Palantir Technologies Inc. | Technology | $10.0M | 0.4% | 85K | -4% | |||
| 48 | $WMT | Walmart Inc. | Consumer Staples | $9.4M | 0.4% | 83K | -14% | |||
| 49 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $9.2M | 0.4% | 16K | -29% | |||
| 50 | $CAT | CATERPILLAR INC | Industrials | $9.2M | 0.4% | 8,610 | +17% | |||
| 51 | $IVZ | Invesco Ltd. | Financials | $9.1M | 0.4% | 449K | +2% | |||
| 52 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $9.0M | 0.4% | 105K | +942% | |||
| 53 | $DOV | DOVER Corp | Industrials | $8.7M | 0.3% | 55K | +163% | |||
| 54 | $GLW | CORNING INC /NY | Materials | $8.5M | 0.3% | 33K | -9% | |||
| 55 | — | PROSHARES TR - S&P 500 DV ARIST | — | $8.4M | 0.3% | 150K | +91% | |||
| 56 | $CSCO | CISCO SYSTEMS, INC. | Technology | $8.3M | 0.3% | 70K | -9% | |||
| 57 | $IVZ | Invesco Ltd. | Financials | $8.2M | 0.3% | 38K | +3% | |||
| 58 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $8.0M | 0.3% | 252K | +10% | |||
| 59 | $NFLX | NETFLIX INC | Communication Services | $8.0M | 0.3% | 112K | +0.8% | |||
| 60 | $MRK | Merck & Co., Inc. | Healthcare | $8.0M | 0.3% | 62K | -9% | |||
| 61 | $V | VISA INC. | Financials | $7.9M | 0.3% | 23K | +8% | |||
| 62 | $SNDK | Sandisk Corp | Technology | $7.8M | 0.3% | 3,444 | +1323% | |||
| 63 | $CVX | CHEVRON CORP | Energy | $7.8M | 0.3% | 47K | -7% | |||
| 64 | $UNP | UNION PACIFIC CORP | Industrials | $7.5M | 0.3% | 28K | +3% | |||
| 65 | $COCO | Vita Coco Company, Inc. | Consumer Staples | $7.5M | 0.3% | 114K | New | |||
| 66 | — | ISHARES TR - MSCI EMG MKT ETF | — | $7.4M | 0.3% | 108K | +454% | |||
| 67 | $ARMK | Aramark | Consumer Discretionary | $7.3M | 0.3% | 129K | New | |||
| 68 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $7.2M | 0.3% | 127K | +70% | |||
| 69 | — | ISHARES TR - MSCI USA MIN ETF | — | $7.2M | 0.3% | 75K | -2% | |||
| 70 | $TFC | TRUIST FINANCIAL CORP | Financials | $7.1M | 0.3% | 143K | +1776% | |||
| 71 | $INTC | INTEL CORP | Technology | $7.1M | 0.3% | 51K | +60% | |||
| 72 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $7.0M | 0.3% | 98K | -9% | |||
| 73 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $6.8M | 0.3% | 45K | -6% | |||
| 74 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $6.8M | 0.3% | 138K | -1% | |||
| 75 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $6.6M | 0.3% | 9,412 | +0.4% | |||
| 76 | $WT | WisdomTree, Inc. | Financials | $6.6M | 0.3% | 69K | -6% | |||
| 77 | — | ISHARES TR - S&P MC 400GR ETF | — | $6.5M | 0.3% | 55K | New | |||
| 78 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $6.4M | 0.3% | 41K | -12% | |||
| 79 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $6.4M | 0.3% | 9,772 | +1% | |||
| 80 | $KLAC | KLA CORP | Technology | $6.3M | 0.3% | 21K | +850% | |||
| 81 | — | VANGUARD WORLD FD - INF TECH ETF | — | $6.3M | 0.3% | 53K | +726% | |||
| 82 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | — | $6.3M | 0.3% | 270K | +4% | |||
| 83 | — | ISHARES TR - U.S. BAS MTL ETF | — | $6.3M | 0.3% | 35K | +3280% | |||
| 84 | $GLD | SPDR GOLD TRUST | Financials | $6.2M | 0.3% | 17K | -2% | |||
| 85 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $6.2M | 0.3% | 52K | -3% | |||
| 86 | $WT | WisdomTree, Inc. | Financials | $6.2M | 0.3% | 80K | +3% | |||
| 87 | $NEE | NEXTERA ENERGY INC | Utilities | $6.2M | 0.3% | 70K | -3% | |||
| 88 | $MET | METLIFE INC | Financials | $6.1M | 0.3% | 72K | +3405% | |||
| 89 | — | VANGUARD INDEX FDS - VALUE ETF | — | $6.1M | 0.3% | 28K | -1% | |||
| 90 | $AKAM | AKAMAI TECHNOLOGIES INC | Industrials | $6.0M | 0.3% | 51K | -24% | |||
| 91 | $WT | WisdomTree, Inc. | Financials | $6.0M | 0.2% | 118K | -20% | |||
| 92 | $WDC | WESTERN DIGITAL CORP | Technology | $5.6M | 0.2% | 8,788 | +171% | |||
| 93 | $FT | FRANKLIN UNIVERSAL TRUST | — | $5.6M | 0.2% | 690K | -0.3% | |||
| 94 | $MCD | MCDONALDS CORP | Consumer Discretionary | $5.6M | 0.2% | 21K | -2% | |||
| 95 | $WM | WASTE MANAGEMENT INC | Utilities | $5.5M | 0.2% | 25K | +16% | |||
| 96 | — | ISHARES TR - ULTRA SHORT DUR | — | $5.5M | 0.2% | 108K | +7% | |||
| 97 | $PEP | PEPSICO INC | Consumer Staples | $5.5M | 0.2% | 40K | -9% | |||
| 98 | $GS | GOLDMAN SACHS GROUP INC | Financials | $5.4M | 0.2% | 5,365 | +3% | |||
| 99 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $5.4M | 0.2% | 25K | -20% | |||
| 100 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $5.3M | 0.2% | 6,966 | -10% | |||
| 101 | $KO | COCA COLA CO | Consumer Staples | $5.3M | 0.2% | 65K | -7% | |||
| 102 | $AMGN | AMGEN INC | Healthcare | $5.3M | 0.2% | 15K | -52% | |||
| 103 | $IVZ | Invesco Ltd. | Financials | $5.2M | 0.2% | 28K | +7% | |||
| 104 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $5.2M | 0.2% | 63K | -34% | |||
| 105 | $ADI | ANALOG DEVICES INC | Technology | $5.2M | 0.2% | 13K | +26% | |||
| 106 | $STX | Seagate Technology Holdings plc | Technology | $5.2M | 0.2% | 5,338 | +571% | |||
| 107 | $LMT | LOCKHEED MARTIN CORP | Industrials | $5.1M | 0.2% | 10K | -11% | |||
| 108 | — | ISHARES TR - 0-3 MTH TREASURY | — | $5.1M | 0.2% | 51K | +1179% | |||
| 109 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $4.9M | 0.2% | 17K | -0.6% | |||
| 110 | $DOCN | DigitalOcean Holdings, Inc. | Technology | $4.9M | 0.2% | 31K | -46% | |||
| 111 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $4.9M | 0.2% | 115K | -11% | |||
| 112 | $SO | SOUTHERN CO | Utilities | $4.8M | 0.2% | 50K | -6% | |||
| 113 | $SYK | STRYKER CORP | Healthcare | $4.8M | 0.2% | 15K | +1% | |||
| 114 | $TXN | TEXAS INSTRUMENTS INC | Technology | $4.8M | 0.2% | 16K | -13% | |||
| 115 | $MTCH | Match Group, Inc. | Technology | $4.7M | 0.2% | 125K | New | |||
| 116 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $4.7M | 0.2% | 24K | +4% | |||
| 117 | $DE | DEERE & CO | Industrials | $4.7M | 0.2% | 7,409 | +5% | |||
| 118 | $MMM | 3M CO | Healthcare | $4.7M | 0.2% | 29K | -7% | |||
| 119 | $MA | Mastercard Inc | Financials | $4.4M | 0.2% | 8,516 | +9% | |||
| 120 | — | ISHARES TR - S&P 500 GRWT ETF | — | $4.4M | 0.2% | 32K | +0.9% | |||
| 121 | — | ISHARES TR - 7-10 YR TRSY BD | — | $4.4M | 0.2% | 46K | +5% | |||
| 122 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $4.3M | 0.2% | 72K | +5% | |||
| 123 | $GEV | GE Vernova Inc. | Industrials | $4.3M | 0.2% | 3,657 | +18% | |||
| 124 | — | TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US | — | $4.3M | 0.2% | 93K | +26% | |||
| 125 | — | ISHARES TR - CORE S&P MCP ETF | — | $4.3M | 0.2% | 56K | -0.7% | |||
| 126 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $4.2M | 0.2% | 94K | -1% | |||
| 127 | — | RBB FUND TRUST - FIRST EAGLE GBL | — | $4.2M | 0.2% | 87K | +5% | |||
| 128 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $4.2M | 0.2% | 58K | -4% | |||
| 129 | $VRT | Vertiv Holdings Co | Technology | $4.2M | 0.2% | 12K | -5% | |||
| 130 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $4.1M | 0.2% | 17K | -2% | |||
| 131 | $VLO | VALERO ENERGY CORP/TX | Energy | $4.1M | 0.2% | 16K | -51% | |||
| 132 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $4.1M | 0.2% | 44K | -18% | |||
| 133 | $UBER | Uber Technologies, Inc | Technology | $4.1M | 0.2% | 57K | +0.1% | |||
| 134 | — | ISHARES TR - TRS FLT RT BD | — | $4.1M | 0.2% | 81K | -3% | |||
| 135 | — | ISHARES TR - U.S. TECH ETF | — | $4.1M | 0.2% | 16K | +16% | |||
| 136 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $4.1M | 0.2% | 9,771 | -13% | |||
| 137 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $4.0M | 0.2% | 41K | -8% | |||
| 138 | $USB | US BANCORP DE | Financials | $4.0M | 0.2% | 67K | -2% | |||
| 139 | $ECL | ECOLAB INC. | Materials | $3.9M | 0.2% | 14K | +5% | |||
| 140 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $3.9M | 0.2% | 41K | -17% | |||
| 141 | $XYZ | Block, Inc. | Technology | $3.9M | 0.2% | 52K | +40% | |||
| 142 | — | ISHARES TR - ISHARES SEMICDTR | — | $3.9M | 0.2% | 6,105 | +62% | |||
| 143 | — | SSGA ACTIVE ETF TR - ST STR UL BD ETF | — | $3.9M | 0.2% | 96K | +8% | |||
| 144 | $DGII | DIGI INTERNATIONAL INC | Technology | $3.9M | 0.2% | 52K | +10% | |||
| 145 | — | PROSHARES TR - S&P MDCP 400 DIV | — | $3.9M | 0.2% | 42K | -6% | |||
| 146 | $META | Meta Platforms, Inc. | Technology | $3.8M | 0.1% | 48K | -2% | |||
| 147 | — | ISHARES TR - GLOBAL TECH ETF | — | $3.8M | 0.1% | 26K | +7% | |||
| 148 | $MRVL | Marvell Technology, Inc. | Technology | $3.7M | 0.1% | 13K | -3% | |||
| 149 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $3.7M | 0.1% | 109K | -4% | |||
| 150 | $APG | APi Group Corp | Industrials | $3.7M | 0.1% | 87K | +2% |
What changed in Q2 2026
Against the previous quarter's 13F: 478 new, 1,328 added to, 783 trimmed, 118 sold out. Share-count changes; largest moves by dollar size first.
New positions (478)
$ARWRARROWHEAD PHARMACEUTICALS, INC.$12.2M
first bought this quarter
$COCOVita Coco Company, Inc.$7.5M
first bought this quarter
- GOLDMAN SACHS ETF TR - NASDA 100 ETF$2.9M
first bought this quarter
$HONAHoneywell Aerospace Inc.$2.2M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$1.5Mfirst bought this quarter
$SDGRSchrodinger, Inc.$1.4M
first bought this quarter
+472 more in the Excel export
Added to (1,328)
- ISHARES TR - SP SMCP600VL ETF+3073%
now $17.6M
- ISHARES TR - RUSSELL 2000 ETF+318%
now $22.3M
- VANGUARD WORLD FD - MEGA GRWTH IND+412%
now $16.9M
$IVZInvesco Ltd.+975%
now $11.2M · held 7+ qtrs
- VANGUARD INDEX FDS - GROWTH ETF+942%
now $9.0M
- ISHARES TR - RUS 1000 GRW ETF+292%
now $10.9M
+1,322 more in the Excel export
Trimmed (783)
- SPDR SERIES TRUST - ST STR BLO 1 ETF-96%
now $3.0M
now $52.5M · held 7+ qtrs
now $83.1M · held 7+ qtrs, 2 trims in a row
now $25.4M · held 7+ qtrs, 2 trims in a row
$BRK.BBERKSHIRE HATHAWAY INC-53%
now $11.1M · held 7+ qtrs
$MRNAModerna, Inc.-98%
now $193K
+777 more in the Excel export
Holdings by quarter
Every 13F BFC Planning, Inc. has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow BFC Planning?
Q2 2026 13F filed with the SEC on Oct 29, 2026. Prices are closing prices as of Oct 30, 2026.
Average quality of BFC Planning's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-3.2%
Value-weighted move of the 10 largest stock positions
Turnover
14%
Last quarter; 35% over the last 4
Top 10 weight
21%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BFC Planning, Inc. disclosed 3,424 positions worth $2.5B in its Form 13F-HR for Q2 2026 — $2.5B in common stock plus $58,613 of put/call option positions (reported at underlying notional value, not premium at risk), led by $NVDA (NVIDIA CORP) at 5.3% of the equity portfolio, followed by $QQQ and $AAPL. During the quarter the fund opened 478 new positions and exited 118 — including a new stake in $ARWR and a full exit from $TRC. The portfolio is most concentrated in Other (43.1% of disclosed assets). All figures are sourced directly from BFC Planning, Inc.’s Form 13F-HR filing with the SEC under CIK 2160654.
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