BFC Planning, Inc.

Q3 2026 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
3,464
Total value ($000)
$2,553,006
Net value change ($000)
+94,222 (3.8%)
New positions
251
Sold out positions
211
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 37,584 71.6%
XOM 17,050 NEW
NVDA 16,185 12.5%
AMZN 15,077 59.3%
MSFT 13,542 32.4%
ADPT 13,443 1344300.0%
QQQ 13,288 16.0%
BRK-B 10,892 98.3%
EXPD 9,221 1836.9%
IYE 8,846 1794.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -15,778 -100.0%
ARWR -12,043 -98.7%
IWM -11,747 -52.7%
IJS -11,169 -63.6%
APH -11,167 -90.4%
ALKERMES PLC -10,733 -99.4%
CMI -9,129 -91.3%
COCO -7,523 -100.0%
ARMK -7,324 -100.0%
VT -7,103 -82.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 48 (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