BFC Planning »

Managed Portfolio Series shares owned by BFC Planning

Quarter-by-quarter ownership of Managed Portfolio Series (LST) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Managed Portfolio Series by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.7k 57 46.74
2026-03-31 $12k 290 40.45

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 Managed Portfolio Series

Armis Advisers
CoreCap Advisors
LPL Financial
Welch Financial Planning
Cambridge Investment Research Advisors
LLBH Private Wealth Management
Sigma Planning
Castleview Partners
Gts Securities
Leuthold Weeden Capital Management
Goldman Sachs Group
Goss Wealth Management
IFP Advisors
Private Client Services
Ashton Thomas Private Wealth

View all funds holding Managed Portfolio Series