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CIK: 0002052590
Total reported value
$112.6M
$112.6M
56 檔
39.9%
During the Q2 2025 filing period, Ofc Financial Planning, LLC (CIK: 0002052590) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $112.6M across 56 reported positions.
During Q2 2025, Ofc Financial Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 18.02% | +0.84% | -0.07% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.71% | +0.57% | +3.19% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.40% | +0.21% | — | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-Other | 4.38% | -0.56% | -6.65% | |
| 5 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 4.20% | -0.18% | +1.89% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.09% | +0.12% | -0.30% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.60% | +0.07% | +1.25% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 2.34% | -0.79% | -0.14% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.98% | +0.16% | +1.73% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.92% | -0.13% | -0.43% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.90% | -0.23% | +0.86% | |
| 12 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.78% | -0.17% | -3.37% | |
| 13 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.77% | -0.22% | +5.53% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | +0.03% | +1.09% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.76% | -0.52% | -0.07% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.59% | +0.21% | +1.72% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.52% | -0.01% | +1.49% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.25% | +0.03% | — | |
| 19 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 1.25% | +0.11% | +0.17% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.24% | +0.07% | -14.28% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | +0.05% | +5.12% | |
| 22 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 1.16% | -0.11% | +1.25% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.14% | +0.02% | — | |
| 24 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 1.12% | -0.11% | +0.63% | |
| 25 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.12% | -0.13% | +1.32% | |
| 26 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 1.09% | -0.12% | +1.55% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.07% | +0.13% | +12.21% | |
| 28 | VST | Vistra CORP | Stock-Utilities | 1.06% | -0.03% | — | |
| 29 | NUE | Nucor CORP | Stock-Materials | 1.03% | +0.24% | — | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 1.01% | -0.11% | +0.22% | |
| 31 | PWR | Quanta Services Inc | Stock-Industrials | 0.97% | +0.24% | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.86% | +0.08% | — | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.85% | -0.10% | — | |
| 34 | C | Citigroup Inc | Stock-Financials | 0.74% | +0.12% | — | |
| 35 | PTBD | Pacer Trendpilot US Bond ETF | ETF-Other | 0.71% | -0.10% | -3.04% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.70% | +0.42% | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | +0.05% | — | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.67% | +0.04% | +2.38% | |
| 39 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.61% | -0.13% | -0.54% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.58% | -0.02% | -1.29% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.01% | — | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.10% | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.09% | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.01% | +8.86% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.40% | +0.13% | — | |
| 46 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.36% | — | -4.09% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | -0.50% | EXIT | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.30% | -0.04% | — | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.27% | +0.01% | — | |
| 50 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.26% | -0.21% | EXIT |
According to official SEC Form 13F filings, Ofc Financial Planning, LLC reported a total U.S. public equity portfolio value of $112.6M across 56 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, IVV) accounted for 39.9% of total reported equity market value during Q2 2025.
During Q2 2025, Ofc Financial Planning, LLC's top holdings by market value included AAPL (18.0%)、VOO (14.7%)、IVV (6.4%). The largest single position, AAPL, represented 18.0% of total portfolio value.
In Q2 2025, Ofc Financial Planning, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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