DOSSIER · 13F-HR · Q2 2026

CFC Planning Co LLC

$171M in tracked AUM across 71 positions as of Q2 2026.

CP
CIK 0001854428 · last filed Jun 30, 2026
Total AUM
$171M
as of Q2 2026
Holdings
71
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

CFC Planning Co LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$17M58K9.8%
02
CSCO
CISCO SYS INC
$13M112K7.7%
03
SCCO
SOUTHERN COPPER CORP
$7M42K4.3%
04
UNH
UNITEDHEALTH GROUP INC
$7M16K4.0%
05
VOO
VANGUARD INDEX FDS
$6M9K3.5%
06
PM
PHILIP MORRIS INTL INC
$6M32K3.4%
07
AXP
AMERICAN EXPRESS CO
$6M16K3.2%
08
DIS
DISNEY WALT CO
$5M56K3.1%
09
TXN
TEXAS INSTRS INC
$5M18K3.1%
10
JNJ
JOHNSON & JOHNSON
$5M19K2.9%

Filing history

2026Q2Jun 30
$171M 22.0%
71 positionsView →
2026Q1Mar 31
$140M 6.4%
72 positionsView →
2025Q4Dec 31
$132M 97.6%
72 positionsView →
2025Q3Sep 30
$67M 37.1%
53 positionsView →
2025Q2Jun 30
$106M 13.4%
88 positionsLocked
2025Q1Mar 31
$93M 0.1%
81 positionsLocked
2024Q4Dec 31
$93M
61 positionsLocked