BFC Planning, Inc.

Q4 2025 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
12/31/2025
Date filed
10/29/2026
Form type
13F-HR
Num holdings
3,220
Total value ($000)
$2,262,926
Net value change ($000)
+880,052 (63.6%)
New positions
466
Sold out positions
138
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2026 Next filing: 10/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
QQQ 30,839 47.5%
AAPL 23,402 41.8%
NVDA 22,402 22.7%
GOOGL 21,957 144.6%
GOOGL 20,358 248.5%
SPY 19,550 64.9%
MSFT 18,789 52.3%
AMZN 18,260 76.9%
TBIL 16,956 NEW
SPTM 16,422 1025.1%
Top Reduces (Value $000, Stocks/ETFs)
NEM -10,553 -95.6%
DIS -10,164 -80.9%
DGX -6,572 -97.2%
INTU -6,188 -74.4%
PHM -4,470 -86.3%
KMI -3,876 -73.4%
CSGP -3,388 -97.2%
QYLD -2,511 -67.6%
NFLX -2,305 -18.6%
PRN -2,273 -97.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 27 (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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type