account_balance
Investment manager · 13F filer · SEC CIK 2160654
BFC Planning, Inc.
Reported value$2.46Bas of Jun 30, 2026
Positions3,417 523 new, 128 sold out
Top 10 weight20.9%NVDA alone is 5%
FiledOct 29121 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
5.3%Trimmed −2%
QQQInvesco QQQ Tr
3.4%Trimmed −19%
AAPLApple Inc
2.1%Trimmed −38%
SPYState STR SPDR S&P 500 ETF T
2.0%Trimmed −13%
MSFTMicrosoft Corp
1.7%
GOOGLAlphabet Inc
1.6%Trimmed −3%
MUMicron Technology Inc
1.4%Added +4%
XLKSelect Sector SPDR Tr
1.2%
TSMTaiwan Semiconductor Manufac
1.2%Trimmed −2%
AMZNAmazon Com Inc
1.0%Trimmed −39%
GOOGAlphabet Inc
0.9%Trimmed −4%
IWMiShares Tr
0.9%Added +318%
NVDANvidia Corporation
5.3%Trimmed −2%
QQQInvesco QQQ Tr
3.4%Trimmed −19%
XLK1.2%
TSM1.2%AMZN1.0%GOOG0.9%IWM0.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 5.3% Trimmed −2%
QQQ Invesco QQQ Tr 3.4% Trimmed −19%
AAPL Apple Inc 2.1% Trimmed −38%SPY State STR SPDR S&P 500 ETF T 2.0% Trimmed −13%MSFT Microsoft Corp 1.7% HeldGOOGL Alphabet Inc 1.6% Trimmed −3%MU Micron Technology Inc 1.4% Added +4%XLK Select Sector SPDR Tr 1.2% Held
TSM Taiwan Semiconductor Manufac 1.2% Trimmed −2%AMZN Amazon Com Inc 1.0% Trimmed −39%GOOG Alphabet Inc 0.9% Trimmed −4%IWM iShares Tr 0.9% Added +318%
What changed