BFC Planning, Inc. has filed its Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of December 31, 2024. The report lists the filer's address as 4201 42nd St NE, Suite 100, Cedar Rapids, IA, and identifies Jeff Roseman as the General Counsel. The filing covers the firm's investment positions in various publicly traded companies.
The information table included in the filing details a portfolio of over 1,000 positions. The largest holding listed is Apple Inc., with 248,277 shares. Other significant positions include Alphabet Inc. Class A shares (61,678 shares) and Amazon.com Inc. (108,133 shares). The filing also lists substantial positions in AbbVie Inc. (36,020 shares) and American Tower Corporation (2,585 shares).
The portfolio is diversified across multiple sectors, including technology, healthcare, consumer discretionary, and financials. Notable holdings in the healthcare sector include 3M Company (10,133 shares) and Abbott Laboratories (11,891 shares). The filing also includes various exchange-traded funds and other investment vehicles.
The report indicates that all positions are held in a discretionary capacity. The filing was signed by Jeff Roseman on October 27, 2026.
