Bfc Planning, Inc.

Long-term investor · IA · @bfcplanninginc
+14.1%
All time
S&P +14.9%

Long-term investor

Bfc Planning, Inc. @bfcplanninginc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002160654).

Record

  • Tracked since 2025-06-30 (495 days), 106 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months +10.4% · 1 year +14.1% · all +14.1%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 5.3% · long · since 2025-06-30
  • 46090E103 · 3.4% · long · since 2025-06-30
  • AAPL · 2.1% · long · since 2025-06-30
  • 78462F103 · 2.0% · long · since 2025-06-30
  • MSFT · 1.7% · long · since 2025-06-30
  • GOOGL · 1.6% · long · since 2025-06-30
  • MU · 1.4% · long · since 2025-06-30
  • 81369Y803 · 1.2% · long · since 2025-06-30
  • TSM · 1.2% · long · since 2025-06-30
  • AMZN · 1.0% · long · since 2025-06-30
  • 02079K107 · 0.9% · long · since 2025-06-30
  • 464287655 · 0.9% · long · since 2025-06-30

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