BFC Planning, Inc.
CIK 2160654 · Holdings on Dec 31, 2024 · First reported Oct 29, 2026
Top ten holdings
Q4 2024- NVDA6.59%
- AAPL5.17%
- QQQ4.31%
- MSFT2.28%
- SPY2.11%
- AMZN1.97%
- LMBS1.42%
- XLK1.28%
- FIIG1.24%
- TMUS1.21%
Share classes counted separately27.58%
Portfolio value by quarter
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $79.23M | 6.59% | 589.96K shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $62.18M | 5.17% | 248.28K shares | Prior unavailable — | — | ↗▾ |
| 03 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $51.81M | 4.31% | 101.33K shares | Prior unavailable — | — | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $27.43M | 2.28% | 65.06K shares | Prior unavailable — | — | ↗▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $25.43M | 2.11% | 43.39K shares | Prior unavailable — | — | ↗▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $23.72M | 1.97% | 108.13K shares | Prior unavailable — | — | ↗▾ |
| 07 | LMBSFIRST TRUST LOW DURATION OPPFST LOW OPPT EFT View history and evidence | $17.13M | 1.42% | 352.04K shares | Prior unavailable — | — | ↗▾ |
| 08 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $15.35M | 1.28% | 66.01K shares | Prior unavailable — | — | ↗▾ |
| 09 | FIIGFT INTERMED DUR IG CORP ETFINTERMEDIATE DUR View history and evidence | $14.88M | 1.24% | 727.69K shares | Prior unavailable — | — | ↗▾ |
| 10 | TMUST-MOBILE US INC View history and evidence | $14.56M | 1.21% | 65.96K shares | Prior unavailable — | — | ↗▾ |
Options overlay 4
$99.86K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Put | 5.00K | $98.15K | — | ▾ |
ASPIASP ISOTOPES INC View history and evidence | Call | 500 | $975.00 | — | ▾ |
DIASS SPDR DOW JONES INDUS AVGUT SER 1 View history and evidence | Put | 100 | $682.00 | — | ▾ |
3 / 4 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2160654 · Period Dec 31, 2024
Data loaded Nov 10, 2026 · First reported Oct 29, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1202807321
}Research all 2,603 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.