BFC PLANNING INC
Q4 2024 Form 13-F
CEDAR RAPIDS, IOWA
CIK 0002160654
· CRD 119682
· SEC-registered investment adviser
$1.2B Reported Value Total
BFC PLANNING, INC. reports 8,756 total accounts under management (AUM). There are 5,981 discretionary accounts valued at $1,291,038,281, and 2,775 non-discretionary accounts valued at $735,810,578.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-27
Reported value
$1.2B
Quarter over quarter
0.0%
Holdings
2,594
Top-10 concentration
27.6%
Key People
Form ADV owners & control persons
Thomas Joseph Berthel
CHAIRMAN OF BOARD
Kimberly Karen Early Chapman
CHIEF COMPLIANCE OFFICER
Andrew James Christofferson
CHIEF EXECUTIVE OFFICER/PRESIDENT
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Q4 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | October 29, 2026 |
| Form | 13F-HR |
| Reported value | $1.2B |
| Positions | 2,594 |
| Change in reported value | First reported quarter |
| Top-10 concentration | 27.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Oct 29, 2026
|
3,415 | $2.5B |
|
Q1 2026 13F
Filed Oct 29, 2026
|
3,028 | $2.2B |
|
Q4 2025 13F
Filed Oct 29, 2026
|
3,213 | $2.3B |
|
Q3 2025 13F
Filed Oct 29, 2026
|
2,886 | $1.4B |
|
Q2 2025 13F
Filed Oct 29, 2026
|
2,655 | $1.3B |
|
Q1 2025 13F
Filed Oct 29, 2026
|
2,656 | $1.1B |
|
Q4 2024 13F
Filed Oct 29, 2026
|
2,594 | $1.2B |
Top 20 holdings · Q4 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $79.2M | 6.59% |
| 2 | AAPL APPLE INC | $62.2M | 5.17% |
| 3 | QQQ INVESCO QQQ TR | $51.8M | 4.31% |
| 4 | MSFT MICROSOFT CORP | $27.4M | 2.28% |
| 5 | SPY SPDR S&P 500 ETF TR | $25.4M | 2.11% |
| 6 | AMZN AMAZON COM INC | $23.7M | 1.97% |
| 7 | LMBS FIRST TR EXCHANGE-TRADED FD | $17.1M | 1.42% |
| 8 | XLK SELECT SECTOR SPDR TR | $15.4M | 1.28% |
| 9 | FIIG FIRST TR EXCHANGE-TRADED FD | $14.9M | 1.24% |
| 10 | TMUS T-MOBILE US INC | $14.6M | 1.21% |
| 11 | COST COSTCO WHSL CORP NEW | $14.6M | 1.21% |
| 12 | VIG VANGUARD SPECIALIZED FUNDS | $13.0M | 1.08% |
| 13 | IVE ISHARES TR | $12.6M | 1.05% |
| 14 | META META PLATFORMS INC | $12.3M | 1.02% |
| 15 | VONG VANGUARD SCOTTSDALE FDS | $12.2M | 1.01% |
| 16 | GOOGL ALPHABET INC | $11.7M | 0.97% |
| 17 | MGK VANGUARD WORLD FD | $11.5M | 0.96% |
| 18 | TSLA TESLA INC | $9.6M | 0.8% |
| 19 | BRK-B BERKSHIRE HATHAWAY INC DEL | $9.4M | 0.78% |
| 20 | TSM TAIWAN SEMICONDUCTOR MFG LTD | $8.8M | 0.73% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.