BFC Planning, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on December 31, 2025. The filing provides a comprehensive list of the firm's investment portfolio, which includes a mix of individual stocks and exchange-traded funds.
The report lists a total of 3,220 holdings across various sectors. The largest position disclosed in the filing is Apple Inc., with 79,424,562 shares. Other notable individual stock holdings include Alphabet Inc. Class A with 37,138,618 shares, Amazon.com Inc. with 41,995,809 shares, and Microsoft Corporation, which holds 383 shares.
The portfolio also features significant allocations to exchange-traded funds. The firm holds shares in the ARK ETF Trust funds, including the ARK Genomic Revolution ETF, the ARK Innovation ETF, and the ARK Next Generation Internet ETF. Additionally, BFC Planning holds positions in the Amplify ETF Trust funds, such as the Amplify Cybersecurity ETF and the Amplify Video Game Leaders ETF.
The filing indicates that the firm manages these assets on behalf of clients and adheres to standard reporting requirements for institutional investors.
