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Ofc Financial Planning

Latest statistics and disclosures from Ofc Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VOO, SPY, IVV, PTLC, and represent 52.68% of Ofc Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VOO, VEA, ADBE, PHYS, VB, VO, AMZN, COWG, COWZ, VTI.
Started 3 new stock positions in ADBE, PHYS, Spdr S&p 500 Etf Tr option.
Reduced shares in these 10 stocks: ICSH, IVV, KNG, CALF, VXUS, LQD, SLQD, GLD, EFA, AAPL.
Ofc Financial Planning was a net buyer of stock by $949k.
Ofc Financial Planning has $111M in assets under management (AUM), dropping by 9.85%.
Central Index Key (CIK): 0002052590

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Positions held by Ofc Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Ofc Financial Planning

Ofc Financial Planning holds 57 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	20.2	$22M		82k	271.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	14.3	$16M	+3%	25k	627.13	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	8.6	$9.6M		5.8k	1649.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.7	$6.3M	-4%	9.2k	684.94	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	3.9	$4.3M		78k	55.58	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.8	$3.2M	-10%	62k	50.58	View chart
Ishares Gold Tr Ishares New (IAU)	2.5	$2.8M		34k	81.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.2	$2.5M	-3%	33k	75.44	View chart
Spdr Gold Tr Gold Shs (GLD)	1.9	$2.1M	-2%	5.3k	396.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$2.0M	+6%	6.9k	290.24	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.7	$1.9M	+4%	32k	60.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$1.9M	+2%	8.9k	211.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$1.7M	+8%	6.8k	257.95	View chart
Microsoft Corporation (MSFT)	1.5	$1.6M		3.3k	483.62	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	1.4	$1.6M	-3%	32k	50.70	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	1.4	$1.6M	-10%	33k	49.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$1.6M	+4%	29k	53.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$1.4M	+25%	23k	62.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$1.3M		11k	123.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$1.3M		3.4k	373.44	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	1.1	$1.2M	+7%	35k	35.21	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	1.1	$1.2M	+5%	34k	36.63	View chart
Nucor Corporation (NUE)	1.1	$1.2M		7.5k	163.11	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	1.1	$1.2M	+6%	32k	37.13	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.1	$1.2M	+6%	23k	49.86	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	1.0	$1.1M		31k	35.35	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$1.0M	-2%	11k	96.27	View chart
Quanta Services (PWR)	0.9	$1.0M		2.4k	422.06	View chart
Citigroup Com New (C)	0.9	$1.0M	+6%	8.6k	116.69	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$983k		5.1k	191.00	View chart
Caterpillar (CAT)	0.9	$971k		1.7k	572.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$848k		3.4k	246.16	View chart
Vistra Energy (VST)	0.7	$831k		5.2k	161.33	View chart
NVIDIA Corporation (NVDA)	0.7	$785k		4.2k	186.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$785k		2.5k	313.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$777k	+10%	2.3k	335.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$765k	+6%	5.1k	148.69	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$718k	-9%	6.5k	110.19	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.6	$637k	+5%	6.3k	101.01	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	0.6	$631k		33k	19.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$551k		1.8k	313.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$530k	-8%	5.5k	96.03	View chart
McDonald's Corporation (MCD)	0.4	$495k		1.6k	305.63	View chart
Home Depot (HD)	0.4	$448k		1.3k	344.10	View chart
Palantir Technologies Cl A (PLTR)	0.3	$374k		2.1k	177.75	View chart
Amazon (AMZN)	0.3	$356k	+35%	1.5k	230.82	View chart
Texas Instruments Incorporated (TXN)	0.3	$313k		1.8k	173.49	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.3	$280k	-23%	6.3k	44.37	View chart
International Business Machines (IBM)	0.2	$254k		857.00	296.21	View chart
JPMorgan Chase & Co. (JPM)	0.2	$250k		777.00	322.22	View chart
Adobe Systems Incorporated (ADBE)	0.2	$250k	NEW	713.00	349.99	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$220k		1.8k	120.96	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$219k	-7%	2.2k	97.21	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$202k		1.8k	109.91	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$201k	NEW	6.1k	33.02	View chart
Tortoise Capital Series Trus Energy Fd (TNGY)	0.2	$200k		22k	9.04	View chart
Spdr S&p 500 Etf Tr Put Put Option	0.0	$14k	NEW	20.00	698.70	View chart

Past Filings by Ofc Financial Planning

SEC 13F filings are viewable for Ofc Financial Planning going back to 2024

Ofc Financial Planning 2025 Q4 filed Feb. 4, 2026
Ofc Financial Planning 2025 Q3 filed Nov. 14, 2025
Ofc Financial Planning 2025 Q2 filed Aug. 13, 2025
Ofc Financial Planning 2025 Q1 filed May 14, 2025
Ofc Financial Planning 2024 Q4 filed Jan. 24, 2025

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