Ofc Financial Planning, LLC Top Holdings and 13F Report (2026) About Ofc Financial Planning, LLCInvestment ActivityOfc Financial Planning, LLC has $101.77 million in total holdings as of March 31, 2026.Ofc Financial Planning, LLC owns shares of 55 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 0.24% of the portfolio was purchased this quarter.About 0.97% of the portfolio was sold this quarter.This quarter, Ofc Financial Planning, LLC has purchased 57 new stocks and bought additional shares in 5 stocks.Ofc Financial Planning, LLC sold shares of 24 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $20,872,740Vanguard S&P 500 ETF $15,066,053iShares Core S&P 500 ETF $6,031,088Pacer Trendpilot US Large Cap ETF $4,003,065SPDR S&P 500 ETF Trust $3,777,224 Largest Purchases this Quarter Microsoft 368 shares (about $136.22K)Citigroup 489 shares (about $55.46K)iShares Core S&P Total U.S. Stock Market ETF 334 shares (about $47.57K)Vanguard FTSE Developed Markets ETF 58 shares (about $3.72K)Amazon.com 2 shares (about $416.58) Largest Sales this Quarter Alphabet 1,180 shares (about $338.49K)Pacer Trendpilot US Large Cap ETF 1,749 shares (about $91.75K)Vanguard S&P 500 ETF 96 shares (about $57.36K)iShares Ultra Short-Term Bond Active ETF 972 shares (about $49.20K)iShares Gold Trust 404 shares (about $35.62K) 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$20,872,7400.0%82,24420.5%Computer and TechnologyVOOVanguard S&P 500 ETF$15,066,053$57,365 â–¼-0.4%25,21314.8%ETFIVViShares Core S&P 500 ETF$6,031,0880.0%9,2335.9%ETFPTLCPacer Trendpilot US Large Cap ETF$4,003,065$91,753 â–¼-2.2%76,3073.9%ETFSPYSPDR S&P 500 ETF Trust$3,777,224$6,533 â–¼-0.2%5,7823.7%FinanceICSHiShares Ultra Short-Term Bond Active ETF$3,107,056$49,203 â–¼-1.6%61,3803.1%ETFIAUiShares Gold Trust$2,973,460$35,617 â–¼-1.2%33,7282.9%FinanceVXUSVanguard Total International Stock ETF$2,485,519$25,832 â–¼-1.0%32,2332.4%ETFGLDSPDR Gold Shares$2,267,198$10,757 â–¼-0.5%5,2692.2%FinanceVOVanguard Mid-Cap ETF$1,981,073$12,062 â–¼-0.6%6,8981.9%ETFCOWZPacer US Cash Cows 100 ETF$1,967,012$10,448 â–¼-0.5%31,4421.9%ETFVBRVanguard Small-Cap Value ETF$1,918,535$12,383 â–¼-0.6%8,8311.9%ETFVBVanguard Small-Cap ETF$1,762,207$8,120 â–¼-0.5%6,7281.7%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,594,979$4,241 â–¼-0.3%31,5901.6%ManufacturingVWOVanguard FTSE Emerging Markets ETF$1,580,886$2,270 â–¼-0.1%29,2491.6%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$1,552,273$32,879 â–¼-2.1%31,8681.5%ETFVEAVanguard FTSE Developed Markets ETF$1,474,929$3,717 â–²0.3%23,0171.4%ETFMSFTMicrosoft$1,370,369$136,223 â–²11.0%3,7021.3%Computer and TechnologyPWRQuanta Services$1,320,3930.0%2,4051.3%ConstructionNUENucor$1,272,6220.0%7,5261.3%Basic MaterialsIWBiShares Russell 1000 ETF$1,226,2100.0%3,4391.2%ETFBUFBInnovator Laddered Allocation Buffer ETF$1,204,026$1,329 â–¼-0.1%33,5291.2%ETFCATCaterpillar$1,200,8400.0%1,6951.2%IndustrialsIVWiShares S&P 500 Growth ETF$1,198,7400.0%10,5981.2%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$1,177,960$10,223 â–¼-0.9%34,9141.2%ETFBUFFInnovator Laddered Allocation Power Buffer ETF$1,155,700$198 â–¼0.0%23,3901.1%ETFBSTPInnovator Buffer Step-Up Strategy ETF$1,146,511$1,872 â–¼-0.2%31,8401.1%ETFPSTPInnovator Power Buffer Step-Up Strategy ETF$1,054,679$345 â–¼0.0%30,5971.0%ETFCCitigroup$1,034,413$55,458 â–²5.7%9,1211.0%Financial ServicesIWRiShares Russell Mid-Cap ETF$1,025,6790.0%10,5491.0%ETFVTVVanguard Value ETF$1,009,3150.0%5,1441.0%ETFIWMiShares Russell 2000 ETF$846,424$7,440 â–¼-0.9%3,4130.8%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$780,380$47,572 â–²6.5%5,4790.8%ETFVSTVistra$774,2000.0%5,1500.8%UtilitiesVTIVanguard Total Stock Market ETF$742,354$962 â–¼-0.1%2,3140.7%ETFNVDANVIDIA$733,8750.0%4,2080.7%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$709,6480.0%6,5110.7%FinanceIVOVVanguard S&P Mid-Cap 400 Value ETF$643,3050.0%6,3100.6%ETFPTBDPacer Trendpilot US Bond ETF$617,2110.0%32,5190.6%ETFEFAiShares MSCI EAFE ETF$535,8660.0%5,5170.5%FinanceGOOGLAlphabet$506,1060.0%1,7600.5%Computer and TechnologyMCDMcDonald's$503,4800.0%1,6200.5%Retail/WholesaleHDHome Depot$428,5440.0%1,3030.4%Retail/WholesaleGOOGAlphabet$378,655$338,495 â–¼-47.2%1,3200.4%Computer and TechnologyTXNTexas Instruments$344,793$5,630 â–¼-1.6%1,7760.3%Computer and TechnologyAMZNAmazon.com$321,184$417 â–²0.1%1,5420.3%Retail/WholesalePALANTIR TECHNOLOGIES INC$307,9190.0%2,1050.3%CL ACALFPacer US Small Cap Cash Cows ETF$283,3090.0%6,3140.3%ETFTORTOISE CAPITAL SERIES TRUS$230,8780.0%22,1360.2%ENERGY ETFJPMJPMorgan Chase & Co.$224,444$4,118 â–¼-1.8%7630.2%FinanceSPROTT ASSET MANAGEMENT LP$215,6170.0%6,0840.2%PHYSICAL GOLD TRJNKSPDR Bloomberg High Yield Bond ETF$215,1790.0%2,2480.2%FinanceIBMInternational Business Machines$207,7280.0%8570.2%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$203,8820.0%1,8160.2%ETFTIPiShares TIPS Bond ETF$203,0620.0%1,8400.2%ETFADBEAdobe$0$249,543 â–¼-100.0%00.0%Computer and TechnologySPDR S&P 500 ETF TR$0$7,103 â–¼-100.0%00.0%PUTShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
