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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, IVV, SPY, PTLC, and represent 50.43% of Ofc Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VO, CSCO, AAPL, SBUX, PANW, DXJ, MSFT, VB, VEA, VXUS.
Started 4 new stock positions in DXJ, PANW, SBUX, CSCO.
Reduced shares in these 10 stocks: GOOGL, ICSH, PTLC, , JNK, VBR, IVOV, IAU, KNG, VTV.
Sold out of its positions in GOOGL, JNK, PHYS.
Ofc Financial Planning was a net buyer of stock by $827k.
Ofc Financial Planning has $113M in assets under management (AUM), dropping by 1.04%.
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 56 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	21.3	$24M		83k	289.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	15.4	$17M		25k	686.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.1	$6.9M		9.2k	748.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.8	$4.3M		5.8k	746.82	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	3.7	$4.2M	-5%	72k	58.26	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.5	$2.8M	+2%	33k	85.49	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.5	$2.8M	-9%	56k	50.58	View chart
Ishares Gold Tr Ishares New (IAU)	2.1	$2.4M	-5%	32k	75.51	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.1	$2.4M	+326%	29k	80.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.9	$2.2M	+6%	7.2k	303.12	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.8	$2.0M	-7%	8.2k	242.99	View chart
Spdr Gold Tr Gold Shs (GLD)	1.7	$1.9M		5.2k	368.38	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.7	$1.9M	-2%	31k	62.20	View chart
Caterpillar (CAT)	1.6	$1.8M		1.7k	1064.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$1.8M	+8%	25k	71.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$1.7M		29k	59.69	View chart
Quanta Services (PWR)	1.5	$1.7M		2.4k	720.04	View chart
Nucor Corporation (NUE)	1.5	$1.7M		7.5k	222.75	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	1.4	$1.6M		31k	50.37	View chart
Microsoft Corporation (MSFT)	1.4	$1.6M	+12%	4.2k	373.06	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	1.3	$1.5M	-8%	29k	50.50	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	1.3	$1.4M	+2%	36k	40.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$1.4M	-3%	10k	137.53	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$1.4M		3.4k	409.50	View chart
Citigroup Com New (C)	1.1	$1.3M		9.1k	139.96	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	1.1	$1.2M	-8%	31k	39.31	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.0	$1.2M		11k	110.32	View chart
Innovator Etfs Trust Buff Step Up Etf (BSTP)	1.0	$1.2M	-7%	29k	39.33	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.0	$1.1M	-8%	22k	52.68	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.9	$1.0M	-8%	28k	36.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.9	$1.0M		3.4k	300.45	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$992k	-11%	4.6k	217.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$917k		5.6k	164.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$876k	+2%	2.4k	369.99	View chart
NVIDIA Corporation (NVDA)	0.8	$869k	+3%	4.3k	200.10	View chart
Vistra Energy (VST)	0.7	$817k		5.2k	158.63	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$675k	-4%	6.2k	109.07	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	0.5	$578k	-7%	30k	19.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$573k		5.5k	103.88	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.5	$564k	-21%	4.9k	114.07	View chart
Texas Instruments Incorporated (TXN)	0.5	$529k		1.8k	298.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$515k	+10%	1.5k	353.33	View chart
Home Depot (HD)	0.4	$460k		1.3k	352.68	View chart
McDonald's Corporation (MCD)	0.4	$438k		1.6k	270.31	View chart
Amazon (AMZN)	0.3	$372k		1.6k	238.34	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.3	$320k		6.3k	50.61	View chart
Palantir Technologies Cl A (PLTR)	0.3	$296k	+20%	2.5k	116.67	View chart
Cisco Systems (CSCO)	0.2	$280k	NEW	2.4k	117.46	View chart
JPMorgan Chase & Co. (JPM)	0.2	$250k		765.00	327.33	View chart
International Business Machines (IBM)	0.2	$241k		857.00	281.21	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$240k		1.8k	132.24	View chart
Starbucks Corporation (SBUX)	0.2	$219k	NEW	2.1k	102.19	View chart
Tortoise Capital Series Trus Energy Etf (TNGY)	0.2	$215k		22k	9.71	View chart
Palo Alto Networks (PANW)	0.2	$202k	NEW	592.00	341.02	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$201k		1.8k	109.43	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.2	$201k	NEW	1.2k	173.52	View chart

Past Filings by Ofc Financial Planning

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

Ofc Financial Planning 2026 Q2 filed Aug. 5, 2026
Ofc Financial Planning 2026 Q1 filed May 7, 2026
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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