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CIK: 0002052590
Total reported value
$112.6M
$112.6M
55 檔
44.2%
The Q1 2026 SEC filing reveals that Ofc Financial Planning, LLC held a total portfolio value of $112.6M, covering 55 public equity positions.
In Q1 2026, Ofc Financial Planning, LLC adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 20.51% | +0.84% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.80% | +0.57% | -0.38% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.93% | +0.21% | — | |
| 4 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 3.93% | -0.18% | -2.24% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.71% | +0.12% | -0.17% | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.05% | -0.56% | -1.56% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 2.92% | -0.79% | -1.18% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.44% | +0.07% | -1.03% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.23% | -0.52% | -0.47% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.95% | +0.16% | -0.61% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.93% | -0.23% | -0.53% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.89% | -0.13% | -0.64% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.73% | +0.21% | -0.46% | |
| 14 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.57% | -0.17% | -0.27% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.55% | -0.01% | -0.14% | |
| 16 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.53% | -0.22% | -2.07% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.45% | +0.13% | +0.25% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | +0.03% | +11.04% | |
| 19 | PWR | Quanta Services Inc | Stock-Industrials | 1.30% | +0.24% | — | |
| 20 | NUE | Nucor CORP | Stock-Materials | 1.25% | +0.24% | — | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.20% | +0.03% | — | |
| 22 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 1.18% | -0.11% | -0.11% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.18% | +0.42% | — | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.18% | +0.07% | — | |
| 25 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 1.16% | +0.11% | -0.86% | |
| 26 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.14% | -0.13% | -0.02% | |
| 27 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 1.13% | -0.11% | -0.16% | |
| 28 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 1.04% | -0.12% | -0.03% | |
| 29 | C | Citigroup Inc | Stock-Financials | 1.02% | +0.12% | +5.67% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.01% | +0.02% | — | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.99% | -0.11% | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.83% | +0.08% | -0.87% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.77% | +0.04% | +6.49% | |
| 34 | VST | Vistra CORP | Stock-Utilities | 0.76% | -0.03% | — | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | +0.05% | -0.13% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.05% | — | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.70% | -0.10% | — | |
| 38 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.63% | -0.13% | — | |
| 39 | PTBD | Pacer Trendpilot US Bond ETF | ETF-Other | 0.61% | -0.10% | — | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | -0.02% | — | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | -0.50% | EXIT | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.10% | — | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.01% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.09% | -47.20% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.34% | +0.13% | -1.61% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.01% | +0.13% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.30% | -0.04% | — | |
| 48 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.28% | — | — | |
| 49 | TNGY | Tortoise Energy ETF | ETF-Other | 0.23% | -0.04% | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | — | -1.80% |
According to official SEC Form 13F filings, Ofc Financial Planning, LLC reported a total U.S. public equity portfolio value of $112.6M across 55 disclosed positions in Q1 2026.
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 44.2% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
ADBE
前期市值: $249.5K
During Q1 2026, Ofc Financial Planning, LLC's top holdings by market value included AAPL (20.5%)、VOO (14.8%)、IVV (5.9%). The largest single position, AAPL, represented 20.5% of total portfolio value.
In Q1 2026, Ofc Financial Planning, LLC made 31 total portfolio adjustments, initiating 0 new buys, adding to 5 positions, trimming 24 holdings, and fully liquidating 2 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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