Ofc Financial Planning, LLC Top Holdings and 13F Report (2025) About Ofc Financial Planning, LLCInvestment ActivityOfc Financial Planning, LLC has $94.19 million in total holdings as of June 30, 2025.Ofc Financial Planning, LLC owns shares of 56 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 2.04% of the portfolio was purchased this quarter.About 0.91% of the portfolio was sold this quarter.This quarter, Ofc Financial Planning, LLC has purchased 53 new stocks and bought additional shares in 20 stocks.Ofc Financial Planning, LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $16,976,734Vanguard S&P 500 ETF $13,857,116iShares Core S&P 500 ETF $6,024,593iShares Ultra Short-Term Bond Active ETF $4,121,405Pacer Trendpilot US Large Cap ETF $3,959,838 Largest New Holdings this Quarter 69608A108 - PALANTIR TECHNOLOGIES INC $286,954 Holding46625H100 - JPMorgan Chase & Co. $228,449 Holding890930209 - TORTOISE CAPITAL SERIES TRUS $203,080 Holding921910733 - Vanguard ESG U.S. Stock ETF $200,860 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 754 shares (about $428.30K)PALANTIR TECHNOLOGIES INC 2,105 shares (about $286.95K)JPMorgan Chase & Co. 788 shares (about $228.45K)TORTOISE CAPITAL SERIES TRUS 22,136 shares (about $203.08K)Vanguard ESG U.S. Stock ETF 1,832 shares (about $200.86K) Largest Sales this Quarter iShares Ultra Short-Term Bond Active ETF 5,790 shares (about $293.61K)iShares S&P 500 Growth ETF 1,766 shares (about $194.44K)iShares 0-5 Year Investment Grade Corporate Bond ETF 1,154 shares (about $58.38K)Pacer Trendpilot US Bond ETF 1,060 shares (about $20.94K)Pacer US Small Cap Cash Cows ETF 362 shares (about $14.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOfc Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$16,976,734$11,079 ▼-0.1%82,74518.0%Computer and TechnologyVOOVanguard S&P 500 ETF$13,857,116$428,295 ▲3.2%24,39514.7%ETFIVViShares Core S&P 500 ETF$6,024,5930.0%9,7036.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$4,121,405$293,611 ▼-6.7%81,2744.4%ETFPTLCPacer Trendpilot US Large Cap ETF$3,959,838$73,500 ▲1.9%78,0114.2%ETFSPYSPDR S&P 500 ETF Trust$3,853,090$11,740 ▼-0.3%6,2364.1%FinanceVXUSVanguard Total International Stock ETF$2,452,655$30,193 ▲1.2%35,4992.6%ETFIAUiShares Gold Trust$2,205,424$3,180 ▼-0.1%35,3662.3%FinanceVOVanguard Mid-Cap ETF$1,860,972$31,623 ▲1.7%6,6502.0%ETFVBRVanguard Small-Cap Value ETF$1,807,548$7,800 ▼-0.4%9,2691.9%ETFCOWZPacer US Cash Cows 100 ETF$1,785,571$15,263 ▲0.9%32,4061.9%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,672,151$58,381 ▼-3.4%33,0531.8%ManufacturingKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$1,670,114$87,446 ▲5.5%34,0151.8%ETFMSFTMicrosoft$1,658,365$17,907 ▲1.1%3,3341.8%Computer and TechnologyGLDSPDR Gold Shares$1,654,922$1,219 ▼-0.1%5,4291.8%FinanceVBVanguard Small-Cap ETF$1,501,514$25,357 ▲1.7%6,3361.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,432,044$20,971 ▲1.5%28,9541.5%ETFIWBiShares Russell 1000 ETF$1,176,2700.0%3,4641.2%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$1,174,851$2,036 ▲0.2%33,4621.2%ETFIVWiShares S&P 500 Growth ETF$1,166,840$194,437 ▼-14.3%10,5981.2%ETFNVDANVIDIA$1,107,036$53,875 ▲5.1%7,0071.2%Computer and TechnologyBUFBInnovator Laddered Allocation Buffer ETF$1,096,425$13,586 ▲1.3%32,3621.2%ETFIWRiShares Russell Mid-Cap ETF$1,075,2210.0%11,6911.1%ETFBSTPInnovator Buffer Step-Up Strategy ETF$1,054,566$6,632 ▲0.6%30,5321.1%ETFBUFFInnovator Laddered Allocation Power Buffer ETF$1,052,612$13,724 ▲1.3%22,3961.1%ETFPSTPInnovator Power Buffer Step-Up Strategy ETF$1,028,665$15,719 ▲1.6%30,8231.1%ETFVEAVanguard FTSE Developed Markets ETF$1,003,376$109,174 ▲12.2%17,6001.1%ETFVSTVistra$998,1220.0%5,1501.1%UtilitiesNUENucor$974,8990.0%7,5261.0%Basic MaterialsVTVVanguard Value ETF$952,331$2,121 ▲0.2%5,3881.0%ETFPWRQuanta Services$909,2820.0%2,4051.0%ConstructionIWMiShares Russell 2000 ETF$810,2910.0%3,7550.9%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$804,3320.0%7,3380.9%FinanceCCitigroup$692,5360.0%8,1360.7%Financial ServicesPTBDPacer Trendpilot US Bond ETF$666,958$20,935 ▼-3.0%33,7700.7%ETFCATCaterpillar$658,0160.0%1,6950.7%IndustrialsVTIVanguard Total Stock Market ETF$639,7730.0%2,1050.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$632,407$14,720 ▲2.4%4,6830.7%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$576,066$3,151 ▼-0.5%6,0340.6%ETFEFAiShares MSCI EAFE ETF$549,123$7,151 ▼-1.3%6,1430.6%FinanceHDHome Depot$505,2300.0%1,3780.5%Retail/WholesaleMCDMcDonald's$482,0810.0%1,6500.5%Retail/WholesaleGOOGAlphabet$478,9530.0%2,7000.5%Computer and TechnologyAMZNAmazon.com$377,351$30,715 ▲8.9%1,7200.4%Retail/WholesaleTXNTexas Instruments$374,7540.0%1,8050.4%Computer and TechnologyCALFPacer US Small Cap Cash Cows ETF$337,790$14,413 ▼-4.1%8,4840.4%ETFGOOGLAlphabet$310,165$7,930 ▲2.6%1,7600.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$286,954$286,954 ▲New Holding2,1050.3%CL AIBMInternational Business Machines$252,6260.0%8570.3%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$241,035$13,131 ▼-5.2%2,4780.3%FinanceJPMJPMorgan Chase & Co.$228,449$228,449 ▲New Holding7880.2%FinanceVYMVanguard High Dividend Yield ETF$216,495$4,533 ▼-2.1%1,6240.2%ETFTORTOISE CAPITAL SERIES TRUS$203,080$203,080 ▲New Holding22,1360.2%ENERGY FDTIPiShares TIPS Bond ETF$202,4740.0%1,8400.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$201,7180.0%4,3530.2%ETFESGVVanguard ESG U.S. Stock ETF$200,860$200,860 ▲New Holding1,8320.2%ETFSBUXStarbucks$0$210,296 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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