13F Insight
DOSSIER · 13F-HR · Q2 2026

MARK SHEPTOFF FINANCIAL PLANNING, LLC

$188M in tracked AUM across 513 positions as of Q2 2026.

MS
CIK 0001607355 · last filed Jun 30, 2026
Total AUM
$188M
as of Q2 2026
Holdings
513
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MARK SHEPTOFF FINANCIAL PLANNING, 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
MSFT
MICROSOFT CORP
$17M46K9.1%02
NEE
NEXTERA ENERGY INC COM
$15M175K8.2%03
CLS
CELESTICA INC
$11M30K5.7%04
AAPL
APPLE INC
$9M31K4.7%05
PLTR
PALANTIR TECHNOLOGIES INC CL A
$9M73K4.5%06
JNJ
JOHNSON &JOHNSON COM
$8M33K4.4%07
RTX
RTX CORPORATION COM USD1.00
$8M40K4.0%08
ABBV
ABBVIE INC
$5M21K2.8%09
PEP
PEPSICO INC
$5M36K2.6%10
VEEV
VEEVA SYSTEMS INC
$5M27K2.6%

Filing history

2026Q2Jun 30
$188M▼ 0.3%
513 positionsView →2026Q1Mar 31
$189M▼ 10.0%
510 positionsView →2025Q4Dec 31
$210M▲ 0.4%
507 positionsView →2025Q3Sep 30
$209M▲ 11.4%
481 positionsView →2025Q2Jun 30
$188M▲ 3.4%
512 positionsLocked2025Q1Mar 31
$181M▼ 2.7%
445 positionsLocked2024Q4Dec 31
$186M▼ 1.0%
431 positionsLocked2024Q3Sep 30
$188M▲ 5.2%
428 positionsLocked2024Q2Jun 30
$179M▼ 0.8%
429 positionsLocked2024Q1Mar 31
$180M▲ 8.7%
402 positionsLocked2023Q4Dec 31
$166M▲ 6.5%
396 positionsLocked2023Q3Sep 30
$156M▼ 11.1%
383 positionsLocked
Showing 12 of 46