OFC FINANCIAL PLANNING, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location short hills, NJCIK 0002052590All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
56 | $101.77M | AAPL, VOO, IVV, PTLC | 13F-HR | May 7, 2026 | 000205259026000002 | ||
58 | $105.34M | AAPL, VOO, IVV, PTLC | 13F-HR | Feb 4, 2026 | 000205259026000001 | ||
54 | $100.99M | AAPL, VOO, IVV, PTLC | 13F-HR | Nov 13, 2025 | 000205259025000005 | ||
56 | $94.2M | AAPL, VOO, IVV, ICSH | 13F-HR | Aug 13, 2025 | 000205259025000003 | ||
53 | $88.38M | AAPL, VOO, IVV, ICSH | 13F-HR | May 14, 2025 | 000205259025000002 | ||
52 | $94.82M | AAPL, VOO, IVV, ICSH | 13F-HR | Jan 23, 2025 | 000205259025000001 |