BFC Planning, Inc.

Q2 2025 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
6/30/2025
Date filed
10/29/2026
Form type
13F-HR
Num holdings
2,660
Total value ($000)
$1,273,316
Net value change ($000)
+139,629 (12.3%)
New positions
231
Sold out positions
230
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2026 Next filing: 10/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 27,760 48.9%
DIS 13,079 1555.2%
MOS 10,021 111344.4%
MSFT 9,728 39.4%
QQQ 9,192 19.2%
INTU 8,065 479.5%
APH 7,107 4015.3%
ROL 6,122 1369.6%
TPR 5,933 37081.3%
EQT 4,841 134.7%
Top Reduces (Value $000, Stocks/ETFs)
TMUS -16,942 -99.2%
GE -7,553 -83.6%
XOM -7,407 -100.0%
MSI -5,274 -98.7%
AAPL -4,987 -10.0%
CBRE -3,719 -98.7%
DIA -2,424 -39.8%
CVX -2,296 -40.6%
UNH -2,256 -62.6%
IVE -1,800 -13.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 66 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type