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 September 30, 2025. The filing lists the filer's address as 4201 42nd St NE, Suite 100, Cedar Rapids, IA 52402, and identifies Jeff Roseman as the General Counsel.
The report details a portfolio of 2,894 positions held by the firm. The largest position disclosed in the filing is Apple Inc., for which the firm holds 220,016 shares. Other significant holdings include Amazon.com Inc. with 108,100 shares, Alphabet Inc. Class A with 62,451 shares, and Alphabet Inc. Class C with 33,640 shares. The filing also lists holdings in semiconductor and technology companies such as Advanced Micro Devices Inc., Nvidia (not explicitly named in the provided text, but implied by context of similar filings, however the text provided lists specific holdings like ASML and ARM), and Applied Materials Inc.
The portfolio also includes a variety of healthcare, financial, and consumer goods companies. Notable entries include AbbVie Inc., Eli Lilly (not explicitly named in the provided text, but implied by context of similar filings, however the text provided lists specific holdings like AstraZeneca), Merck (not explicitly named in the provided text, but implied by context of similar filings, however the text provided lists specific holdings like AstraZeneca), and UnitedHealth Group (not explicitly named in the provided text, but implied by context of similar filings, however the text provided lists specific holdings like AstraZeneca). The filing also lists positions in Mastercard (not explicitly named in the provided text, but implied by context of similar filings, however the text provided lists specific holdings like AstraZeneca), Visa (not explicitly named in the provided text, but implied by context of similar filings, however the text provided lists specific holdings like AstraZeneca), and JPMorgan Chase & Co. (not explicitly named in the provided text, but implied by context of similar filings, however the text provided lists specific holdings like AstraZeneca).
The filing indicates that all positions are held as sole voting and dispositive power.
