BFC Planning
Latest statistics and disclosures from BFC Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, QQQ, AAPL, SPY, MSFT, and represent 14.49% of BFC Planning's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$130M), QQQ (+$84M), AAPL (+$53M), SPY (+$49M), MSFT (+$42M), GOOGL (+$40M), MU (+$35M), XLK (+$29M), TSM (+$28M), AMZN (+$25M).
- Started 3417 new stock positions in FPS, BNY, RMBS, FSS, FULT, FANG, BUFD, GAPR, ATO, LVHI.
- BFC Planning was a net buyer of stock by $2.5B.
- BFC Planning has $2.5B in assets under management (AUM).
- Central Index Key (CIK): 0002160654
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Portfolio Holdings for BFC Planning
BFC Planning holds 3417 positions in its portfolio as reported in the June 2026 quarterly 13F filing
BFC Planning has 3417 total positions. Only the first 250 positions are shown.
- Sign up to view all of the BFC Planning June 30, 2026 positions
- Download the BFC Planning June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.3 | $130M | NEW | 649k | 200.09 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.4 | $84M | NEW | 113k | 736.41 |
|
| Apple (AAPL) | 2.1 | $53M | NEW | 182k | 289.36 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.0 | $49M | NEW | 65k | 746.77 |
|
| Microsoft Corporation (MSFT) | 1.7 | $42M | NEW | 112k | 373.02 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $40M | NEW | 111k | 357.37 |
|
| Micron Technology (MU) | 1.4 | $35M | NEW | 30k | 1154.33 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.2 | $29M | NEW | 153k | 190.52 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.2 | $28M | NEW | 59k | 477.57 |
|
| Amazon (AMZN) | 1.0 | $25M | NEW | 107k | 238.34 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $23M | NEW | 64k | 353.34 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $22M | NEW | 74k | 300.45 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $22M | NEW | 58k | 370.04 |
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.9 | $21M | NEW | 236k | 90.79 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.8 | $20M | NEW | 391k | 49.78 |
|
| RBB F/m Us Treasury (TBIL) | 0.8 | $19M | NEW | 380k | 49.86 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $19M | NEW | 79k | 236.62 |
|
| Meta Platforms Cl A (META) | 0.7 | $18M | NEW | 32k | 563.30 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.7 | $18M | NEW | 129k | 136.68 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.7 | $17M | NEW | 192k | 87.91 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $16M | NEW | 14k | 1199.51 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $16M | NEW | 50k | 327.33 |
|
| Exxon Mobil Corporation | 0.6 | $16M | NEW | 115k | 136.72 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.6 | $16M | NEW | 177k | 87.88 |
|
| Johnson & Johnson (JNJ) | 0.6 | $15M | NEW | 61k | 253.97 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.6 | $15M | NEW | 118k | 127.81 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $14M | NEW | 19k | 748.87 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $14M | NEW | 62k | 227.06 |
|
| Procter & Gamble Company (PG) | 0.6 | $14M | NEW | 93k | 146.64 |
|
| Broadcom (AVGO) | 0.5 | $13M | NEW | 35k | 377.74 |
|
| Abbvie (ABBV) | 0.5 | $13M | NEW | 51k | 251.64 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $13M | NEW | 18k | 686.80 |
|
| Amphenol Corp Cl A (APH) | 0.5 | $12M | NEW | 70k | 176.32 |
|
| Arrowhead Pharmaceuticals (ARWR) | 0.5 | $12M | NEW | 150k | 81.51 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $12M | NEW | 13k | 935.46 |
|
| Home Depot (HD) | 0.5 | $12M | NEW | 33k | 352.68 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.5 | $11M | NEW | 191k | 59.73 |
|
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.5 | $11M | NEW | 125k | 90.76 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $11M | NEW | 37k | 302.97 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $11M | NEW | 22k | 500.40 |
|
| International Business Machines (IBM) | 0.4 | $11M | NEW | 39k | 281.22 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $11M | NEW | 88k | 124.17 |
|
| Palo Alto Networks (PANW) | 0.4 | $11M | NEW | 32k | 341.02 |
|
| Tesla Motors (TSLA) | 0.4 | $11M | NEW | 26k | 420.60 |
|
| Alkermes SHS (ALKS) | 0.4 | $11M | NEW | 206k | 52.40 |
|
| Cummins (CMI) | 0.4 | $10M | NEW | 14k | 713.21 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $10M | NEW | 85k | 116.67 |
|
| Wal-Mart Stores (WMT) | 0.4 | $9.4M | NEW | 83k | 113.26 |
|
| Advanced Micro Devices (AMD) | 0.4 | $9.2M | NEW | 16k | 580.92 |
|
| Caterpillar (CAT) | 0.4 | $9.2M | NEW | 8.6k | 1064.88 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.4 | $9.1M | NEW | 449k | 20.37 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $9.0M | NEW | 105k | 86.14 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $8.7M | NEW | 55k | 156.95 |
|
| Corning Incorporated (GLW) | 0.3 | $8.5M | NEW | 33k | 255.43 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $8.4M | NEW | 150k | 56.16 |
|
| Cisco Systems (CSCO) | 0.3 | $8.3M | NEW | 70k | 117.46 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $8.2M | NEW | 38k | 212.77 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $8.0M | NEW | 252k | 31.71 |
|
| Netflix (NFLX) | 0.3 | $8.0M | NEW | 112k | 71.40 |
|
| Merck & Co (MRK) | 0.3 | $8.0M | NEW | 62k | 128.50 |
|
| Visa Com Cl A (V) | 0.3 | $7.9M | NEW | 23k | 343.11 |
|
| Sandisk Corp (SNDK) | 0.3 | $7.8M | NEW | 3.4k | 2273.73 |
|
| Chevron Corporation (CVX) | 0.3 | $7.8M | NEW | 47k | 165.76 |
|
| Union Pacific Corporation (UNP) | 0.3 | $7.5M | NEW | 28k | 272.01 |
|
| Vita Coco Co Inc/the (COCO) | 0.3 | $7.5M | NEW | 114k | 66.14 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $7.4M | NEW | 108k | 68.41 |
|
| Aramark Hldgs (ARMK) | 0.3 | $7.3M | NEW | 129k | 56.90 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $7.2M | NEW | 127k | 56.48 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.3 | $7.2M | NEW | 75k | 96.46 |
|
| Truist Financial Corp equities (TFC) | 0.3 | $7.1M | NEW | 143k | 49.82 |
|
| Intel Corporation (INTC) | 0.3 | $7.1M | NEW | 51k | 139.63 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $7.0M | NEW | 99k | 71.25 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.3 | $6.8M | NEW | 45k | 152.18 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.3 | $6.8M | NEW | 138k | 49.28 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $6.6M | NEW | 9.4k | 703.30 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $6.6M | NEW | 69k | 95.62 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $6.5M | NEW | 55k | 117.50 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $6.5M | NEW | 9.9k | 655.92 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $6.4M | NEW | 41k | 158.03 |
|
| Kla Corp Com New (KLAC) | 0.3 | $6.3M | NEW | 21k | 301.72 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $6.3M | NEW | 53k | 119.52 |
|
| Spdr Series Trust St Port High Etf (SPHY) | 0.3 | $6.3M | NEW | 270k | 23.44 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.3 | $6.3M | NEW | 35k | 179.53 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $6.3M | NEW | 17k | 368.39 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.3 | $6.2M | NEW | 52k | 118.99 |
|
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.3 | $6.2M | NEW | 80k | 77.79 |
|
| Nextera Energy (NEE) | 0.3 | $6.2M | NEW | 70k | 87.77 |
|
| MetLife (MET) | 0.2 | $6.1M | NEW | 72k | 84.61 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $6.1M | NEW | 28k | 217.93 |
|
| Akamai Technologies (AKAM) | 0.2 | $6.0M | NEW | 51k | 118.21 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $6.0M | NEW | 118k | 50.35 |
|
| Western Digital (WDC) | 0.2 | $5.6M | NEW | 8.8k | 638.74 |
|
| Franklin Unvl Tr Sh Ben Int (FT) | 0.2 | $5.6M | NEW | 690k | 8.06 |
|
| McDonald's Corporation (MCD) | 0.2 | $5.6M | NEW | 21k | 270.33 |
|
| Waste Management (WM) | 0.2 | $5.5M | NEW | 25k | 222.88 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $5.5M | NEW | 108k | 50.58 |
|
| Pepsi (PEP) | 0.2 | $5.5M | NEW | 40k | 135.40 |
|
| Goldman Sachs (GS) | 0.2 | $5.4M | NEW | 5.4k | 1011.39 |
|
| Ross Stores (ROST) | 0.2 | $5.4M | NEW | 25k | 212.85 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $5.3M | NEW | 7.0k | 763.14 |
|
| Coca-Cola Company (KO) | 0.2 | $5.3M | NEW | 65k | 81.27 |
|
| Amgen (AMGN) | 0.2 | $5.3M | NEW | 15k | 362.14 |
|
| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.2 | $5.2M | NEW | 28k | 187.82 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $5.2M | NEW | 63k | 82.65 |
|
| Analog Devices (ADI) | 0.2 | $5.2M | NEW | 13k | 397.18 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $5.2M | NEW | 5.3k | 965.00 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $5.1M | NEW | 10k | 509.47 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.2 | $5.1M | NEW | 51k | 100.67 |
|
| Spdr Series Trust St Str Sp Aero (XAR) | 0.2 | $4.9M | NEW | 17k | 283.79 |
|
| Digitalocean Hldgs (DOCN) | 0.2 | $4.9M | NEW | 31k | 157.03 |
|
| Verizon Communications (VZ) | 0.2 | $4.9M | NEW | 115k | 42.34 |
|
| Southern Company (SO) | 0.2 | $4.8M | NEW | 50k | 95.71 |
|
| Stryker Corporation (SYK) | 0.2 | $4.8M | NEW | 15k | 314.83 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $4.8M | NEW | 16k | 298.07 |
|
| Match Group (MTCH) | 0.2 | $4.7M | NEW | 125k | 38.05 |
|
| Vanguard World Utilities Etf (VPU) | 0.2 | $4.7M | NEW | 24k | 195.73 |
|
| Deere & Company (DE) | 0.2 | $4.7M | NEW | 7.4k | 634.31 |
|
| 3M Company (MMM) | 0.2 | $4.7M | NEW | 29k | 161.91 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $4.4M | NEW | 8.5k | 513.60 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $4.4M | NEW | 32k | 137.53 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $4.4M | NEW | 46k | 94.57 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $4.3M | NEW | 72k | 60.29 |
|
| Ge Vernova (GEV) | 0.2 | $4.3M | NEW | 3.7k | 1175.03 |
|
| Trust For Professional Man Activepassive Us (APUE) | 0.2 | $4.3M | NEW | 93k | 46.20 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $4.3M | NEW | 56k | 77.11 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.2 | $4.2M | NEW | 94k | 45.34 |
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.2 | $4.2M | NEW | 87k | 48.92 |
|
| Altria (MO) | 0.2 | $4.2M | NEW | 58k | 71.95 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $4.2M | NEW | 12k | 334.82 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $4.1M | NEW | 17k | 243.01 |
|
| Valero Energy Corporation (VLO) | 0.2 | $4.1M | NEW | 16k | 260.45 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $4.1M | NEW | 44k | 93.38 |
|
| Uber Technologies (UBER) | 0.2 | $4.1M | NEW | 57k | 72.16 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $4.1M | NEW | 81k | 50.63 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $4.1M | NEW | 16k | 252.24 |
|
| UnitedHealth (UNH) | 0.2 | $4.1M | NEW | 9.8k | 415.65 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $4.0M | NEW | 41k | 98.20 |
|
| Us Bancorp Com New (USB) | 0.2 | $4.0M | NEW | 67k | 60.40 |
|
| Ecolab (ECL) | 0.2 | $3.9M | NEW | 14k | 278.61 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $3.9M | NEW | 41k | 96.43 |
|
| Block Cl A (XYZ) | 0.2 | $3.9M | NEW | 52k | 76.00 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $3.9M | NEW | 6.1k | 640.68 |
|
| Ssga Active Etf Tr St Str Ul Bd Etf (ULST) | 0.2 | $3.9M | NEW | 96k | 40.42 |
|
| Digi International (DGII) | 0.2 | $3.9M | NEW | 52k | 74.95 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.2 | $3.9M | NEW | 42k | 91.57 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $3.8M | NEW | 48k | 77.91 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.2 | $3.8M | NEW | 26k | 144.48 |
|
| Marvell Technology (MRVL) | 0.2 | $3.7M | NEW | 13k | 297.88 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $3.7M | NEW | 109k | 33.84 |
|
| Api Group Corp Com Stk (APG) | 0.1 | $3.7M | NEW | 87k | 42.35 |
|
| Invesco Exchange Traded Fd T Next Gen Con Etf (KNCT) | 0.1 | $3.6M | NEW | 17k | 210.93 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $3.6M | NEW | 45k | 81.06 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $3.6M | NEW | 8.3k | 433.34 |
|
| Dell Technologies CL C (DELL) | 0.1 | $3.6M | NEW | 8.3k | 431.47 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $3.5M | NEW | 120k | 28.96 |
|
| General Dynamics Corporation (GD) | 0.1 | $3.4M | NEW | 9.7k | 354.24 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $3.4M | NEW | 55k | 62.20 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $3.4M | NEW | 45k | 75.79 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $3.4M | NEW | 6.5k | 522.42 |
|
| PNC Financial Services (PNC) | 0.1 | $3.4M | NEW | 14k | 246.22 |
|
| Teradyne (TER) | 0.1 | $3.4M | NEW | 7.0k | 483.84 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $3.4M | NEW | 255k | 13.28 |
|
| Morgan Stanley Com New (MS) | 0.1 | $3.4M | NEW | 16k | 209.03 |
|
| Enterprise Products Partners (EPD) | 0.1 | $3.3M | NEW | 89k | 36.76 |
|
| Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) | 0.1 | $3.2M | NEW | 98k | 32.97 |
|
| Medtronic SHS (MDT) | 0.1 | $3.2M | NEW | 41k | 78.23 |
|
| Emerson Electric (EMR) | 0.1 | $3.2M | NEW | 22k | 143.15 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $3.2M | NEW | 25k | 126.58 |
|
| Philip Morris International (PM) | 0.1 | $3.2M | NEW | 18k | 180.91 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $3.2M | NEW | 29k | 107.50 |
|
| Williams Companies (WMB) | 0.1 | $3.1M | NEW | 41k | 74.34 |
|
| Pfizer (PFE) | 0.1 | $3.1M | NEW | 127k | 24.08 |
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.1 | $3.1M | NEW | 19k | 165.38 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $3.1M | NEW | 51k | 59.69 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $3.0M | NEW | 33k | 91.64 |
|
| W.W. Grainger (GWW) | 0.1 | $3.0M | NEW | 2.2k | 1360.63 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $3.0M | NEW | 278k | 10.90 |
|
| Pimco Equity Ser Rafi Dyn Ml Us (MFUS) | 0.1 | $3.0M | NEW | 45k | 67.17 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $3.0M | NEW | 17k | 176.65 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.0M | NEW | 20k | 148.31 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.1 | $2.9M | NEW | 78k | 37.96 |
|
| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.1 | $2.9M | NEW | 49k | 59.31 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $2.9M | NEW | 23k | 127.76 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $2.9M | NEW | 28k | 103.22 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $2.9M | NEW | 72k | 40.13 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $2.8M | NEW | 38k | 74.96 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.8M | NEW | 19k | 146.55 |
|
| Hershey Company (HSY) | 0.1 | $2.8M | NEW | 16k | 175.45 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.7M | NEW | 34k | 80.57 |
|
| Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) | 0.1 | $2.7M | NEW | 139k | 19.60 |
|
| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.1 | $2.7M | NEW | 58k | 47.20 |
|
| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.1 | $2.7M | NEW | 38k | 72.06 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $2.7M | NEW | 31k | 86.42 |
|
| Lumentum Hldgs (LITE) | 0.1 | $2.7M | NEW | 3.1k | 858.06 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $2.7M | NEW | 17k | 158.66 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $2.7M | NEW | 8.7k | 306.30 |
|
| Element Solutions (ESI) | 0.1 | $2.6M | NEW | 55k | 47.75 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $2.6M | NEW | 8.8k | 299.02 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $2.6M | NEW | 49k | 53.09 |
|
| Hancock John Prem Divid Com Sh Ben Int (PDT) | 0.1 | $2.6M | NEW | 202k | 12.95 |
|
| Invesco Exchange Traded Fd T Bldg Constr Etf (PKB) | 0.1 | $2.6M | NEW | 23k | 112.06 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.6M | NEW | 27k | 96.58 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $2.5M | NEW | 23k | 110.15 |
|
| Apple Hospitality Reit Com New (APLE) | 0.1 | $2.5M | NEW | 151k | 16.81 |
|
| Ge Aerospace Com New (GE) | 0.1 | $2.5M | NEW | 6.7k | 373.79 |
|
| At&t (T) | 0.1 | $2.5M | NEW | 119k | 20.70 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $2.5M | NEW | 5.0k | 490.56 |
|
| Ishares Tr Us Sml Cp Value (SVAL) | 0.1 | $2.4M | NEW | 59k | 41.79 |
|
| Snap-on Incorporated (SNA) | 0.1 | $2.4M | NEW | 6.1k | 402.40 |
|
| Proshares Tr S&p Tech Dividen (TDV) | 0.1 | $2.4M | NEW | 23k | 103.96 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $2.4M | NEW | 88k | 27.41 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $2.4M | NEW | 31k | 79.03 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $2.4M | NEW | 46k | 51.85 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.4M | NEW | 20k | 117.67 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.1 | $2.3M | NEW | 17k | 136.31 |
|
| Public Storage (PSA) | 0.1 | $2.3M | NEW | 7.2k | 318.32 |
|
| Kayne Anderson MLP Investment (KYN) | 0.1 | $2.3M | NEW | 167k | 13.83 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.1 | $2.3M | NEW | 53k | 43.30 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $2.3M | NEW | 23k | 98.59 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $2.3M | NEW | 49k | 46.15 |
|
| Invesco Exchange Traded Fd T Oil Gas Svc Etf (PXJ) | 0.1 | $2.3M | NEW | 59k | 38.55 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $2.3M | NEW | 20k | 114.18 |
|
| Honeywell Aerospace (HONA) | 0.1 | $2.2M | NEW | 10k | 221.08 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $2.2M | NEW | 49k | 45.11 |
|
| Xcel Energy (XEL) | 0.1 | $2.2M | NEW | 28k | 80.30 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.1 | $2.2M | NEW | 75k | 29.40 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $2.2M | NEW | 43k | 50.58 |
|
| Blackrock (BLK) | 0.1 | $2.2M | NEW | 2.3k | 961.60 |
|
| Honeywell International (HON) | 0.1 | $2.2M | NEW | 9.7k | 223.90 |
|
| Prologis (PLD) | 0.1 | $2.2M | NEW | 16k | 135.47 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.2M | NEW | 71k | 30.49 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $2.1M | NEW | 40k | 53.11 |
|
| Cme (CME) | 0.1 | $2.1M | NEW | 9.7k | 220.83 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $2.1M | NEW | 15k | 146.41 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.1M | NEW | 29k | 73.41 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $2.1M | NEW | 48k | 44.75 |
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.1 | $2.1M | NEW | 118k | 17.84 |
|
| Putnam Etf Trust Fran Mu Hi Yi Et (FTMH) | 0.1 | $2.1M | NEW | 177k | 11.88 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $2.1M | NEW | 7.4k | 281.69 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $2.1M | NEW | 5.3k | 393.90 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.1M | NEW | 20k | 103.88 |
|
| Celestica (CLS) | 0.1 | $2.1M | NEW | 5.7k | 364.80 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $2.1M | NEW | 11k | 185.23 |
|
| Capital Group International SHS (CGIE) | 0.1 | $2.1M | NEW | 56k | 36.78 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $2.1M | NEW | 12k | 178.60 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.1 | $2.0M | NEW | 91k | 22.29 |
|
| Monster Beverage Corp (MNST) | 0.1 | $2.0M | NEW | 21k | 96.12 |
|
| Lowe's Companies (LOW) | 0.1 | $2.0M | NEW | 9.2k | 220.50 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $2.0M | NEW | 38k | 52.42 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $2.0M | NEW | 8.3k | 239.01 |
|
Past Filings by BFC Planning
SEC 13F filings are viewable for BFC Planning going back to 2026
- BFC Planning 2024 Q4 filed Oct. 29, 2026
- BFC Planning 2025 Q1 filed Oct. 29, 2026
- BFC Planning 2025 Q2 filed Oct. 29, 2026
- BFC Planning 2025 Q3 filed Oct. 29, 2026
- BFC Planning 2025 Q4 filed Oct. 29, 2026
- BFC Planning 2026 Q1 filed Oct. 29, 2026
- BFC Planning 2026 Q2 filed Oct. 29, 2026