Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OFC FINANCIAL PLANNING, LLC (CIK 2052590) reported $101.8M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($20.9M, 20.51%), VOO ($15.1M, 14.80%), IVV ($6.0M, 5.93%), PTLC ($4.0M, 3.93%), SPY ($3.8M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $20.9M | 20.51% | 82,244 | Hold |
| 2 | VOO | VANGUARD INDEX FDS | $15.1M | 14.80% | 25,213 | Trimmed |
| 3 | IVV | ISHARES TR | $6.0M | 5.93% | 9,233 | Hold |
| 4 | PTLC | PACER FDS TR | $4.0M | 3.93% | 76,307 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $3.8M | 3.71% | 5,782 | Trimmed |
| 6 | ICSH | ISHARES TR | $3.1M | 3.05% | 61,380 | Trimmed |
| 7 | IAU | ISHARES GOLD TR | $3.0M | 2.92% | 33,728 | Trimmed |
| 8 | VXUS | VANGUARD STAR FDS | $2.5M | 2.44% | 32,233 | Trimmed |
| 9 | GLD | SPDR GOLD TR | $2.3M | 2.23% | 5,269 | Trimmed |
| 10 | VO | VANGUARD INDEX FDS | $2.0M | 1.95% | 6,898 | Trimmed |
| 11 | COWZ | PACER FDS TR | $2.0M | 1.93% | 31,442 | Trimmed |
| 12 | VBR | VANGUARD INDEX FDS | $1.9M | 1.89% | 8,831 | Trimmed |
| 13 | VB | VANGUARD INDEX FDS | $1.8M | 1.73% | 6,728 | Trimmed |
| 14 | SLQD | ISHARES TR | $1.6M | 1.57% | 31,590 | Trimmed |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $1.6M | 1.55% | 29,249 | Trimmed |
| 16 | KNG | FIRST TR EXCHANGE-TRADED FD | $1.6M | 1.53% | 31,868 | Trimmed |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $1.5M | 1.45% | 23,017 | Added |
| 18 | MSFT | MICROSOFT CORP | $1.4M | 1.35% | 3,702 | Added |
| 19 | PWR | QUANTA SVCS INC | $1.3M | 1.30% | 2,405 | Hold |
| 20 | NUE | NUCOR CORP | $1.3M | 1.25% | 7,526 | Hold |
| 21 | IWB | ISHARES TR | $1.2M | 1.20% | 3,439 | Hold |
| 22 | BUFB | INNOVATOR ETFS TRUST | $1.2M | 1.18% | 33,529 | Trimmed |
| 23 | IVW | ISHARES TR | $1.2M | 1.18% | 10,598 | Hold |
| 24 | CAT | CATERPILLAR INC | $1.2M | 1.18% | 1,695 | Hold |
| 25 | COWG | PACER FDS TR | $1.2M | 1.16% | 34,914 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31