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Profesionally Managed Portfo shares owned by BFC Planning

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.8k 193 24.63

More positions owned by BFC Planning

NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust ST STR PR SP1500 (SPTM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for BFC Planning

Top funds holding Profesionally Managed Portfo

Envestnet Asset Management
Advisor Group Holdings
Envestnet Portfolio Solutions
Mml Investors Services
National Asset Management
Commonwealth Equity Services
Principal Securities
Citadel Advisors
Janney Montgomery Scott
Kestra Advisory Services
LPL Financial
Kestra Investment Management
Transamerica Financial Advisors
Branch Banking & Trust Company
Essex Savings Bank

View all funds holding Profesionally Managed Portfo