IE
Insider Edges

OFC FINANCIAL PLANNING, LLC 13F portfolio summary

OFC FINANCIAL PLANNING, LLC of OFC FINANCIAL PLANNING, LLC has 54 current stock holdings with a reported portfolio value of $101.8M. The portfolio 1 year return is +16.88%. Top holdings include SPY (0.00%), AAPL (21.35%), VOO (15.41%), IVV (6.17%), PTLC (4.09%).

Back to investors

OFC FINANCIAL PLANNING, LLC

OFC FINANCIAL PLANNING, LLC
Latest filing: 2026-03-31

OFC FINANCIAL PLANNING, LLC runs OFC FINANCIAL PLANNING, LLC and currently holds 54 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $101.77M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. OFC FINANCIAL PLANNING, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, OFC FINANCIAL PLANNING, LLC's portfolio at OFC FINANCIAL PLANNING, LLC has delivered returns of +16.88%. Their 3-year annualized return is +11.55%. Looking at the 5-year horizon, OFC FINANCIAL PLANNING, LLC has achieved +11.55% annualized returns at OFC FINANCIAL PLANNING, LLC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.88%
#0/1000
3 Year
+11.55%
#0/1000
5 Year
+11.55%
#0/1000

Portfolio Value

$101.77M

Alpha Score

11.2

#0 of 1000

Holdings

54

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change