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OFC FINANCIAL PLANNING, LLC

Q1 2026 13F Holdings

  • Location
    short hills, NJ
  • Num holdings

    56

  • Value ($000)

    $101,771

  • Date Filed
    05/07/2026
  • Form type
    13F-HR
  • CIK
    0002052590
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$20.87M
21 %

82,244

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$15.07M
15 %

25,213

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$6.03M
6 %

9,233

P
PTLC

PACER FDS TR

TRENDP US LAR CP
69374H105
$4M
4 %

76,307

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$3.75M
4 %

5,772

I
ICSH

ISHARES TR

ULTRA SHORT DUR
46434V878
$3.11M
3 %

61,380

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$2.97M
3 %

33,728

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VANGUARD STAR FDS

VG TL INTL STK F
921909768
$2.49M
2 %

32,233

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$2.27M
2 %

5,269

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$1.98M
2 %

6,898

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