Ofc Financial Planning, LLC Top Holdings and 13F Report (2026) About Ofc Financial Planning, LLCInvestment ActivityOfc Financial Planning, LLC has $116.40 million in total holdings as of September 30, 2026.Ofc Financial Planning, LLC owns shares of 55 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 0.65% 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 56 new stocks and bought additional shares in 11 stocks.Ofc Financial Planning, LLC sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $27,620,059Vanguard S&P 500 ETF $17,919,964iShares Core S&P 500 ETF $7,071,093Pacer Trendpilot US Large Cap ETF $4,393,674SPDR S&P 500 ETF Trust $4,386,968 Largest New Holdings this Quarter 22788C105 - CrowdStrike $222,390 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 378 shares (about $264.92K)CrowdStrike 840 shares (about $222.39K)Pacer Trendpilot US Large Cap ETF 1,463 shares (about $87.06K)Pacer US Cash Cows 100 ETF 951 shares (about $63.49K)FT Vest S&P 500 Dividend Aristocrats Target Income ETF 939 shares (about $45.20K) Largest Sales this Quarter iShares Ultra Short-Term Bond Active ETF 2,127 shares (about $107.20K)iShares Gold Trust 1,189 shares (about $92.86K)iShares 0-5 Year Investment Grade Corporate Bond ETF 1,050 shares (about $51.95K)Citigroup 360 shares (about $46.61K)Vanguard Small-Cap Value ETF 201 shares (about $46.44K) 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$27,620,059$35,966 ▼-0.1%82,93823.7%TechnologyVOOVanguard S&P 500 ETF$17,919,964$264,920 ▲1.5%25,56915.4%ETFIVViShares Core S&P 500 ETF$7,071,0930.0%9,2336.1%ETFPTLCPacer Trendpilot US Large Cap ETF$4,393,674$87,063 ▲2.0%73,8313.8%ETFSPYSPDR S&P 500 ETF Trust$4,386,968$15,254 ▼-0.3%5,7523.8%ETFVXUSVanguard Total International Stock ETF$2,774,319$39,252 ▼-1.4%32,6542.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$2,688,548$107,201 ▼-3.8%53,3442.3%ETFIAUiShares Gold Trust$2,385,018$92,861 ▼-3.7%30,5382.0%ETFVOVanguard Mid-Cap ETF$2,319,479$11,449 ▲0.5%29,5782.0%ETFMSFTMicrosoft$2,129,262$9,233 ▼-0.4%4,1511.8%TechnologyCOWZPacer US Cash Cows 100 ETF$2,115,051$63,490 ▲3.1%31,6811.8%ETFVBVanguard Small-Cap ETF$2,066,261$21,337 ▲1.0%7,2631.8%ETFGLDSPDR Gold Shares$1,988,3660.0%5,2211.7%ETFVBRVanguard Small-Cap Value ETF$1,836,920$46,437 ▼-2.5%7,9511.6%ETFVEAVanguard FTSE Developed Markets ETF$1,771,280$8,968 ▲0.5%25,0851.5%ETFNUENucor$1,759,1680.0%7,5261.5%MaterialsVWOVanguard FTSE Emerging Markets ETF$1,728,209$1,127 ▲0.1%29,1391.5%ETFPWRQuanta Services$1,545,2370.0%2,4051.3%IndustrialsSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,498,557$51,949 ▼-3.4%30,2891.3%ETFIVWiShares S&P 500 Growth ETF$1,455,7470.0%10,2331.3%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$1,455,416$45,203 ▲3.2%30,2331.3%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$1,449,837$24,127 ▲1.7%36,3551.2%ETFIWBiShares Russell 1000 ETF$1,406,9360.0%3,3811.2%ETFCATCaterpillar$1,374,2890.0%1,6951.2%IndustrialsBUFBInnovator Laddered Allocation Buffer ETF$1,220,817$18,530 ▼-1.5%30,3061.0%ETFBSTPInnovator Buffer Step-Up Strategy ETF$1,160,391$17,876 ▼-1.5%28,8871.0%ETFBUFFInnovator Laddered Allocation Power Buffer ETF$1,142,040$17,026 ▼-1.5%21,1961.0%ETFCCitigroup$1,137,093$46,613 ▼-3.9%8,7821.0%FinanceIWRiShares Russell Mid-Cap ETF$1,125,6840.0%10,5491.0%ETFPSTPInnovator Power Buffer Step-Up Strategy ETF$1,021,038$30,782 ▼-2.9%27,2660.9%ETFNVDANVIDIA$989,151$2,741 ▼-0.3%4,3310.8%TechnologyVTVVanguard Value ETF$959,248$24,419 ▼-2.5%4,4390.8%ETFIWMiShares Russell 2000 ETF$933,710$14,728 ▼-1.6%3,3600.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$932,683$4,157 ▲0.4%5,6090.8%ETFVTIVanguard Total Stock Market ETF$884,256$1,497 ▼-0.2%2,3630.8%ETFVSTVistra$712,5030.0%5,1500.6%UtilitiesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$632,0980.0%6,1860.5%ETFEFAiShares MSCI EAFE ETF$573,1610.0%5,5170.5%ETFPTBDPacer Trendpilot US Bond ETF$549,809$3,727 ▼-0.7%29,9460.5%ETFGOOGAlphabet$496,7990.0%1,4580.4%Communication ServicesTXNTexas Instruments$496,6000.0%1,7730.4%TechnologyIVOVVanguard S&P Mid-Cap 400 Value ETF$495,068$33,560 ▼-6.3%4,6320.4%ETFPALANTIR TECHNOLOGIES INC$471,366$2,806 ▼-0.6%2,5200.4%CL AAMZNAmazon.com$383,691$5,481 ▼-1.4%1,5400.3%Consumer DiscretionaryMCDMcDonald's$374,1230.0%1,6200.3%Consumer DiscretionaryHDHome Depot$370,6900.0%1,3030.3%Consumer DiscretionaryCALFPacer US Small Cap Cash Cows ETF$337,209$799 ▲0.2%6,3290.3%ETFCSCOCisco Systems$256,6980.0%2,3850.2%TechnologyJPMJPMorgan Chase & Co.$252,423$662 ▼-0.3%7630.2%FinanceESGVVanguard ESG U.S. Stock ETF$246,1220.0%1,8160.2%ETFPANWPalo Alto Networks$235,2080.0%5920.2%TechnologyTORTOISE CAPITAL SERIES TRUS$234,6420.0%22,1360.2%ENERGY ETFCRWDCrowdStrike$222,390$222,390 ▲New Holding8400.2%TechnologyDXJWisdomTree Japan Hedged Equity Fund$209,4380.0%1,1600.2%ETFSBUXStarbucks$201,4420.0%2,1440.2%Consumer DiscretionaryIBMInternational Business Machines$0$240,997 ▼-100.0%00.0%TechnologyTIPiShares TIPS Bond ETF$0$201,351 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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