BFC Planning, Inc.
CIK 2160654
13F filing for Q2 2026・No. 1,455
- Holdings
- US$2.46B
- Quarter change
- +US$216.68M
- Entries
- 3,424
- Net bought (estimate)
- −US$61.44M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 517
- Sold out 128
- Cut 775
- Added 1,317
- Corporate actions 6
- Unchanged 802
Largest holdings
3,411 stocks worth US$2.46B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 649,146 | US$129.89M | 5.28% |
| QQQInvesco QQQUNIT SER 1 | Cut | 112,810 | US$83.07M | 3.38% |
| AAPLAppleCOM | Cut | 181,504 | US$52.52M | 2.14% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 64,458 | US$48.14M | 1.96% |
| MSFTMicrosoftCOM | Added | 111,878 | US$41.73M | 1.70% |
| GOOGLAlphabetCAP STK CL A | Cut | 111,290 | US$39.77M | 1.62% |
| MUMicronCOM | Added | 30,427 | US$35.12M | 1.43% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Cut | 153,058 | US$29.16M | 1.19% |
| TSMTSMC ADRSPONSORED ADS | Cut | 59,274 | US$28.31M | 1.15% |
| AMZNAmazonCOM | Cut | 106,605 | US$25.41M | 1.03% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled October 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.