OFC FINANCIAL PLANNING, LLC
CIK: 0002052590SEC EDGAR →
Portfolio Value
$105.3M
Holdings
57
As of
Q4 2025
New Positions
54
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 82,244 | $22.4M | 21.23% |
| 2 | VANGUARD INDEX FDS | 25,309 | $15.9M | 15.07% |
| 3 | ISHARES TR | 9,233 | $6.3M | 6.00% |
| 4 | PACER FDS TR | 78,056 | $4.3M | 4.12% |
| 5 | SPYPut SPDR S&P 500 ETF TR | 5,792 | $4.0M | 3.76% |
| 6 | ISHARES TR | 62,352 | $3.2M | 2.99% |
| 7 | ISHARES GOLD TR | 34,132 | $2.8M | 2.63% |
| 8 | VANGUARD STAR FDS | 32,568 | $2.5M | 2.33% |
| 9 | SPDR GOLD TR | 5,294 | $2.1M | 1.99% |
| 10 | VANGUARD INDEX FDS | 6,940 | $2.0M | 1.91% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $64.2M | 60.9% |
| Technology | 7 | $25.9M | 24.6% |
| Unknown | 7 | $8.5M | 8.1% |
| Industrials | 2 | $2.0M | 1.9% |
| Communication Services | 2 | $1.3M | 1.3% |
| Consumer Cyclical | 3 | $1.3M | 1.2% |
| Basic Materials | 1 | $1.2M | 1.2% |
| Utilities | 1 | $830K | 0.8% |