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OFC FINANCIAL PLANNING, LLC
OFC FINANCIAL PLANNING, LLC
Latest filing: 2026-06-30
OFC FINANCIAL PLANNING, LLC runs OFC FINANCIAL PLANNING, LLC and currently holds 56 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $112.58M. Their top holdings are AAPL, VOO, IVV, SPY, PTLC. The top five represent 50.4% of reported portfolio weight. OFC FINANCIAL PLANNING, LLC ranks #874 out of 1000 investors tracked by Alpha Score. In the most recent quarter, OFC FINANCIAL PLANNING, LLC initiated 4 new positions. They added to 15 existing positions. They trimmed 18 positions. Their current best-performing preview position is TXN with returns of +53.53%.
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56 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 21.35% | $250.80 | $309.35 | +23.35% | Added +0.98% |
 VOO VANGUARD INDEX FDS | 15.37% | $542.78 | $703.77 | +29.66% | Trimmed -0.09% |
 IVV ISHARES TR | 6.14% | $588.68 | $769.30 | +30.68% | Held |
 SPY STATE STR SPDR S&P 500 ETF T | 3.83% | $586.08 | $765.62 | +30.63% | Held |
 PTLC PACER FDS TR | 3.75% | $53.41 | $59.66 | +11.70% | Trimmed -5.16% |
 VXUS VANGUARD STAR FDS | 2.51% | $59.76 | $87.71 | +46.77% | Added +2.74% |
 ICSH ISHARES TR | 2.49% | $50.43 | $50.54 | +0.21% | Trimmed -9.63% |
 VO VANGUARD INDEX FDS | 2.11% | $67.39 | $82.98 | +23.13% | Added +326.67% |
 VB VANGUARD INDEX FDS | 1.94% | $245.50 | $304.74 | +24.13% | Added +6.84% |
 VBR VANGUARD INDEX FDS | 1.76% | $198.28 | $249.17 | +25.67% | Trimmed -7.69% |
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