BFC Planning, Inc.
All 13F Filings
- Location
- Cedar Rapids, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,458,784
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 10/29/2026 | 3,424 | 2,458,784 | 13F-HR | BFC Planning, Inc. |
| Q1 2026 | 10/29/2026 | 3,035 | 2,242,101 | 13F-HR | BFC Planning, Inc. |
| Q4 2025 | 10/29/2026 | 3,220 | 2,262,926 | 13F-HR | BFC Planning, Inc. |
| Q3 2025 | 10/29/2026 | 2,894 | 1,382,874 | 13F-HR | BFC Planning, Inc. |
| Q2 2025 | 10/29/2026 | 2,660 | 1,273,316 | 13F-HR | BFC Planning, Inc. |
| Q1 2025 | 10/29/2026 | 2,663 | 1,133,687 | 13F-HR | BFC Planning, Inc. |
| Q4 2024 | 10/29/2026 | 2,603 | 1,202,807 | 13F-HR | BFC Planning, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
59
(0.0% of total reported value)
· QoQ Δ:
+40
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.5 M | 61.1% | 125.8 K | 0 | 125.8 K |
| ETFs | 936.2 K | 38.1% | 91.97 K | 0 | 91.97 K |
| Debt | 18.19 K | 0.7% | 0 | 1.274 K | -1.274 K |
| Other | 219 | 0.0% | 159 | 0 | 159 |
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Fund Snapshot
Q2 2026
Latest filed
10/29/2026
Total value ($000)
2,458,784
Holdings
3424
QoQ value change ($000)
216,683
(9.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.