BFC Planning, Inc.

Q3 2025 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
9/30/2025
Date filed
10/29/2026
Form type
13F-HR
Num holdings
2,894
Total value ($000)
$1,382,874
Net value change ($000)
+109,558 (8.6%)
New positions
328
Sold out positions
107
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2026 Next filing: 10/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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 14,266 16.9%
AAPL 11,350 25.4%
NEM 10,934 10413.3%
QQQ 8,012 14.1%
XOM 6,646 NEW
PHM 5,089 5472.0%
BK 4,328 1335.8%
GOOGL 4,150 37.6%
SPY 3,876 14.8%
PEP 3,779 273.2%
Top Reduces (Value $000, Stocks/ETFs)
MOS -9,961 -99.3%
BSX -8,055 -97.3%
PAYX -6,003 -94.8%
PGR -5,326 -93.5%
AJG -4,629 -90.3%
DRI -4,434 -96.1%
RIVN -3,664 -97.6%
AMT -3,424 -88.0%
KR -3,352 -86.6%
KBWP -1,478 -90.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 31 (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