DOSSIER · 13F-HR · Q2 2026

BFC Planning, Inc.

$2.5B in tracked AUM across 3,424 positions as of Q2 2026.

BP
CIK 0002160654 · last filed Jun 30, 2026
Total AUM
$2.5B
as of Q2 2026
Holdings
3,424
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BFC Planning, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$130M649K5.3%
02
QQQ
INVESCO QQQ TR
$83M113K3.4%
03
AAPL
APPLE INC
$53M182K2.1%
04
SPY
STATE STR SPDR S&P 500 ETF T
$48M65K2.0%
05
MSFT
MICROSOFT CORP
$42M112K1.7%
06
GOOGL
ALPHABET INC
$40M111K1.6%
07
MU
MICRON TECHNOLOGY INC
$35M30K1.4%
08
XLK
SELECT SECTOR SPDR TR
$29M153K1.2%
09
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$28M59K1.2%
10
AMZN
AMAZON COM INC
$25M107K1.0%

Filing history

2026Q2Jun 30
$2.5B▲ 9.7%
3,424 positionsView →
2026Q1Mar 31
$2.2B▼ 0.9%
3,035 positionsView →
2025Q4Dec 31
$2.3B▲ 63.6%
3,220 positionsView →
2025Q3Sep 30
$1.4B▲ 8.6%
2,894 positionsLocked
2025Q2Jun 30
$1.3B▲ 12.3%
2,660 positionsLocked
2025Q1Mar 31
$1.1B▼ 5.7%
2,663 positionsLocked
2024Q4Dec 31
$1.2B—
2,603 positionsLocked