BFC Planning, Inc.

Q2 2026 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
6/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
3,424
Total value ($000)
$2,458,784
Net value change ($000)
+216,683 (9.7%)
New positions
511
Sold out positions
124
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 25,253 255.9%
IWM 17,875 406.1%
IJS 17,090 3560.4%
NVDA 14,107 12.2%
ARWR 12,201 NEW
ALKERMES PLC 10,739 19525.5%
QQQM 10,401 1271.5%
XLK 8,662 42.3%
TSM 7,771 37.8%
SNDK 7,677 4985.1%
Top Reduces (Value $000, Stocks/ETFs)
BIL -72,426 -96.0%
AAPL -21,399 -28.9%
BRK-B -11,370 -50.6%
AMZN -11,095 -30.4%
TPR -7,738 -96.9%
MRNA -7,449 -97.5%
COKE -6,412 -99.8%
SPTM -5,958 -21.8%
AMGN -5,348 -50.3%
BINC -5,147 -95.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 59 (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