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 June 30, 2026. The filing reports that the firm holds positions in a total of 3424 separate equity securities.
The report lists 10x Genomics Inc. Class A as the largest position held by the firm, with 375 shares. Other notable holdings include 3M Company with 28,738 shares, Adobe Inc. with 4,314 shares, and Abbott Laboratories with 8,736 shares. The filing also includes a significant position in American Bitcoin Corp. Class A, with 468,500 shares.
The report indicates that the firm holds these securities in a fiduciary capacity. The filing was signed by Jeff Roseman, General Counsel, and was submitted on October 27, 2026.
