BFC Planning, Inc. has filed its Form 13F-HR, disclosing the equity securities held by the firm as of the close of business on March 31, 2026. The filing lists a total of 2,860 positions held by the firm.
The largest position disclosed in the portfolio is Apple Inc., with 73,918,945 shares. Other significant holdings include Applied Materials Inc. with 1,361,920 shares, Applied Digital Corp. with 758,379 shares, and Alibaba Group Holding Ltd. Sponsored ADR with 318,167 shares.
The filing also details several positions in exchange-traded funds (ETFs), including holdings in the Amplify ETF Trust, the AIM ETF Products Trust, and various Allianz ETF products. Additionally, the report lists positions in companies such as Adobe Inc., American Tower Corporation, and Amgen Inc.
The filing was signed by Jeff Roseman, General Counsel for the firm, and was submitted on October 27, 2026.
