Q2 2026 13F · SEC CIK 2160654

BFC Planning, Inc.

Wealth managerFiled 2026-10-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.5B
Reported positions: 3,417
Holdings vs S&P 500, 3 yrs: —
Assets under management: $3.8B

BFC Planning, Inc. is a wealth manager that reported 3,417 positions worth $2.5B in its Q2 2026 13F, filed 2026-10-29. Its largest holdings were Nvidia Corporation (NVDA, 5.3%), Invesco Qqq Tr (QQQ, 3.4%), Apple Inc (AAPL, 2.1%).

BFC Planning, Inc. holdings largest 50 of 3,417 positions.

Weights are shares of the filer's total reported 13F value, compared with the prior quarter. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

BFC Planning, Inc. 13F holdings
Stock	% of 13F value	Prior quarter	Shares	Share change	Reported value
NVDANvidia Corporation	5.3%	—	649,146	—	$129.9M
QQQInvesco Qqq Tr	3.4%	—	112,810	—	$83.1M
AAPLApple Inc	2.1%	—	181,504	—	$52.5M
SPYState Str Spdr S&p 500 ETF T	2.0%	—	64,458	—	$48.1M
MSFTMicrosoft Corp	1.7%	—	111,878	—	$41.7M
GOOGLAlphabet Inc	1.6%	—	111,290	—	$39.8M
MUMicron Technology Inc	1.4%	—	30,427	—	$35.1M
XLKSelect Sector Spdr Tr	1.2%	—	153,058	—	$29.2M
TSMTaiwan Semiconductor Manufac	1.2%	—	59,274	—	$28.3M
AMZNAmazon Com Inc	1.0%	—	106,605	—	$25.4M
GOOGAlphabet Inc	0.9%	—	64,223	—	$22.7M
IWMIshares Tr	0.9%	—	74,146	—	$22.3M
VTIVanguard Index Fds	0.9%	—	58,398	—	$21.6M
SPTMSpdr Series Trust	0.9%	—	235,676	—	$21.4M
LMBSFirst Tr Exchange-Traded Fd	0.8%	—	390,916	—	$19.5M
TBILRbb Fd Inc	0.8%	—	379,685	—	$18.9M
VIGVanguard Specialized Funds	0.8%	—	79,125	—	$18.7M
METAMeta Platforms Inc	0.7%	—	31,904	—	$18.0M
IJSIshares Tr	0.7%	—	128,551	—	$17.6M
MGKVanguard World Fd	0.7%	—	192,356	—	$16.9M
LLYEli Lilly & Co	0.7%	—	13,646	—	$16.4M
JPMJpmorgan Chase & Co	0.7%	—	49,765	—	$16.3M
XOMExxon Mobil Corp	0.6%	—	115,404	—	$15.8M
SPLGSpdr Series Trust	0.6%	—	176,771	—	$15.5M
JNJJohnson & Johnson	0.6%	—	60,567	—	$15.4M
VONGVanguard Scottsdale Fds	0.6%	—	118,444	—	$15.1M
IVVIshares Tr	0.6%	—	18,794	—	$14.1M
IVEIshares Tr	0.6%	—	61,525	—	$14.0M
PGProcter & Gamble Co	0.6%	—	93,413	—	$13.7M
AVGOBroadcom Inc	0.5%	—	35,165	—	$13.3M
ABBVAbbvie Inc	0.5%	—	50,764	—	$12.8M
VOOVanguard Index Fds	0.5%	—	18,224	—	$12.5M
APHAmphenol Corp	0.5%	—	70,090	—	$12.4M
ARWRArrowhead Pharmaceuticals in	0.5%	—	149,691	—	$12.2M
COSTCostco Wholesale Corporation	0.5%	—	12,827	—	$12.0M
HDHome Depot Inc	0.5%	—	32,569	—	$11.5M
FTSMFirst Tr Exchange-Traded Fd	0.5%	—	190,626	—	$11.4M
TIGOMillicom Intl Cellular S A	0.5%	—	125,085	—	$11.4M
QQQMInvesco Exch Traded Fd Tr II	0.5%	—	37,029	—	$11.2M
BRK-BBerkshire Hathaway Inc Del	0.5%	—	22,153	—	$11.1M
IBMInternational Business Machs	0.4%	—	39,225	—	$11.0M
IWFIshares Tr	0.4%	—	88,087	—	$10.9M
PANWPalo Alto Networks Inc	0.4%	—	31,746	—	$10.8M
TSLATesla Inc	0.4%	—	25,688	—	$10.8M
ALKSAlkermes PLC	0.4%	—	206,009	—	$10.8M
CMICummins Inc	0.4%	—	14,022	—	$10.0M
PLTRPalantir Technologies Inc	0.4%	—	85,387	—	$10.0M
WMTWalmart Inc	0.4%	—	82,685	—	$9.4M
AMDAdvanced Micro Devices Inc	0.4%	—	15,824	—	$9.2M
CATCaterpillar Inc	0.4%	—	8,610	—	$9.2M

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.5B	3,417

Questions about BFC Planning, Inc.'s portfolio

What stocks does BFC Planning, Inc. own?

BFC Planning, Inc.'s latest 13F, for Q2 2026 and filed Oct 29, 2026, lists 3,417 positions worth $2.5B. The largest are Nvidia Corporation (NVDA) at 5.3%, Invesco Qqq Tr (QQQ) at 3.4%, Apple Inc (AAPL) at 2.1%, State Str Spdr S&p 500 ETF T (SPY) at 2.0% and Microsoft Corp (MSFT) at 1.7%.

When is BFC Planning, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. BFC Planning, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does BFC Planning, Inc. manage?

BFC Planning, Inc. reported $3.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.5B.