13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002052590
Total reported value
$112.6M
$112.6M
54 檔
44.9%
At the close of Q3 2025, Ofc Financial Planning, LLC disclosed equity holdings valued at approximately $112.6M, spread across 54 reported holdings.
In Q3 2025, Ofc Financial Planning, LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 20.77% | +0.84% | -0.44% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.89% | +0.57% | +0.63% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.42% | +0.21% | -0.21% | |
| 4 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 4.19% | -0.18% | -0.94% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.81% | +0.12% | -7.26% | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.48% | -0.56% | -14.70% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 2.48% | -0.79% | -2.60% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.45% | +0.07% | -5.08% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 1.91% | -0.52% | — | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.89% | +0.16% | -2.35% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.80% | -0.13% | -6.00% | |
| 12 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.78% | -0.22% | +7.15% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.72% | -0.23% | -6.75% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | +0.03% | — | |
| 15 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.65% | -0.17% | -0.77% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.57% | +0.21% | -1.39% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.51% | -0.01% | -2.85% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.27% | +0.07% | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.24% | +0.03% | -0.72% | |
| 20 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 1.18% | +0.11% | -1.99% | |
| 21 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 1.13% | -0.11% | -1.71% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.09% | +0.13% | +4.19% | |
| 23 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 1.08% | -0.11% | -1.60% | |
| 24 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.07% | -0.13% | -1.69% | |
| 25 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 1.04% | -0.12% | -1.87% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.04% | +0.02% | -7.20% | |
| 27 | NUE | Nucor CORP | Stock-Materials | 1.01% | +0.24% | — | |
| 28 | VST | Vistra CORP | Stock-Utilities | 1.00% | -0.03% | — | |
| 29 | PWR | Quanta Services Inc | Stock-Industrials | 0.99% | +0.24% | — | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.95% | -0.11% | -4.40% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.83% | +0.08% | -7.70% | |
| 32 | C | Citigroup Inc | Stock-Financials | 0.82% | +0.12% | — | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.80% | +0.42% | — | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.79% | -0.10% | -2.02% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.05% | -39.95% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.70% | +0.04% | +3.37% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | +0.05% | — | |
| 38 | PTBD | Pacer Trendpilot US Bond ETF | ETF-Other | 0.64% | -0.10% | -3.04% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.09% | -7.41% | |
| 40 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.59% | -0.13% | -1.29% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.56% | -0.02% | -1.42% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.01% | -5.44% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.10% | -1.82% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | -0.50% | EXIT | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.38% | -0.04% | — | |
| 46 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.36% | — | -2.12% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.33% | +0.13% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.01% | -33.72% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | — | -1.40% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.24% | +0.01% | — |
According to official SEC Form 13F filings, Ofc Financial Planning, LLC reported a total U.S. public equity portfolio value of $112.6M across 54 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, IVV) accounted for 44.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
PLTR
市值: $384.0K
Top Position Liquidated / Trimmed
VYM
前期市值: $213.8K
During Q3 2025, Ofc Financial Planning, LLC's top holdings by market value included AAPL (20.8%)、VOO (14.9%)、IVV (6.4%). The largest single position, AAPL, represented 20.8% of total portfolio value.
In Q3 2025, Ofc Financial Planning, LLC made 43 total portfolio adjustments, initiating 4 new buys, adding to 8 positions, trimming 28 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.