OFC FINANCIAL PLANNING, LLC
OFC FINANCIAL PLANNING, LLC reported 56 positions worth $112.6M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: AAPL (21.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $24.0M | 21.35% | 83,046 | — | — | |
| ▸ 2 | VOO | SH | $17.3M | 15.37% | 25,191 | — | — | |
| ▸ 3 | IVV | SH | $6.9M | 6.14% | 9,233 | — | — | |
| ▸ 4 | SPY | SH | $4.3M | 3.83% | 5,772 | — | — | |
| ▸ 5 | PTLC | SH | $4.2M | 3.75% | 72,368 | — | — | |
| ▸ 6 | VXUS | SH | $2.8M | 2.51% | 33,116 | — | — | |
| ▸ 7 | ICSH | SH | $2.8M | 2.49% | 55,471 | — | — | |
| ▸ 8 | IAU | SH | $2.4M | 2.13% | 31,727 | — | — | |
| ▸ 9 | VO | SH | $2.4M | 2.11% | 29,432 | — | — | |
| ▸ 10 | VB | SH | $2.2M | 1.94% | 7,188 | — | — |
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Frequently Asked Questions
What stocks does OFC FINANCIAL PLANNING, LLC hold as of Q2 2026?
OFC FINANCIAL PLANNING, LLC reported 56 positions worth $112.6M in its Q2 2026 13F filing. Largest positions: AAPL (21.3%), VOO (15.4%), IVV (6.1%), SPY (3.8%) and PTLC (3.7%).
What did OFC FINANCIAL PLANNING, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did OFC FINANCIAL PLANNING, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.