BFC Planning, Inc. portfolio

Latest available portfolio: Q4 2025 · Holdings as of 31 Dec 2025 · Filed 29 Oct 2026 ·

$2.26B

Full value: $2,262,899,205 · USD · 31 Dec 2025

in Form 13F holdings

Quarterly portfolio filings

Choose a quarter to see holdings and changes. Newer portfolio dates appear first.

Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.

Quarter	Holdings	SEC-reported value	Est. additions	Est. reductions	Est. net	Top Holdings	Form Type	Accepted by SEC
Q3 2026		$2,552,958,145			$0		13F-HR	13 Nov 2026, 10:30
Q2 2026		$2,458,716,381			$0		13F-HR	29 Oct 2026, 16:13
Q1 2026		$2,242,081,697			$0		13F-HR	29 Oct 2026, 16:11
Q4 2025	3,215	$2,262,899,205	+$958,313,661	-$77,638,403	+$880,675,258	NVDA, QQQ, AAPL, MSFT, SPY	13F-HR	29 Oct 2026, 16:10
Q3 2025	2,888	$1,382,842,480	+$99,267,727	-$79,142,115	+$20,125,612	NVDA, QQQ, AAPL, MSFT, SPY	13F-HR	29 Oct 2026, 16:08
Q2 2025	2,656	$1,273,250,127	+$128,343,984	-$100,154,571	+$28,189,413	NVDA, QQQ, AAPL, MSFT, SPY	13F-HR	29 Oct 2026, 16:07
Q1 2025	2,658	$1,133,517,222	$0	$0	$0	NVDA, AAPL, QQQ, SPY, MSFT	13F-HR	29 Oct 2026, 16:06
Q4 2024		$1,202,707,391			$0		13F-HR	29 Oct 2026, 16:05
Q3 2024		$1,141,886,101			$0		13F-HR	13 Nov 2026, 11:03

Showing 1-9 of 9 filings.

Manager details and filing context

Latest 13F filing: Q4 2025 - 29 Oct 2026
Latest reported 13F value: $2,262,899,205
Largest 13F holdings: NVDA QQQ AAPL MSFT SPY AMZN GOOGL GOOG BRKB META XLK VTI
+8 more
VIG LMBS SPTM VOO TBIL TSM JPM PLTR
Form 13F summary: BFC Planning, Inc. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
BFC Planning, Inc. reported 3215 equity holdings with a total reported market value of $2,262,899,205 for Q4 2025. Top reported holdings included NVDA, QQQ, AAPL, MSFT, and SPY.
Manager signature: Jeff Roseman - General Counsel
Manager location: Cedar Rapids, IA

Holdings Value