DOSSIER · 13F-HR · Q1 2026

OFC FINANCIAL PLANNING, LLC

$102M in tracked AUM across 57 positions as of Q1 2026.

OF
CIK 0002052590 · last filed Mar 31, 2026
Total AUM
$102M
as of Q1 2026
Holdings
57
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

OFC FINANCIAL PLANNING, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$21M82K20.5%
02
VOO
VANGUARD INDEX FDS
$15M25K14.8%
03
IVV
ISHARES TR
$6M9K5.9%
04
PTLC
PACER FDS TR
$4M76K3.9%
05
SPY
STATE STR SPDR S&P 500 ETF T
$4M6K3.7%
06
ICSH
ISHARES TR
$3M61K3.1%
07
IAU
ISHARES GOLD TR
$3M34K2.9%
08
VXUS
VANGUARD STAR FDS
$2M32K2.4%
09
GLD
SPDR GOLD TR
$2M5K2.2%
10
VO
VANGUARD INDEX FDS
$2M7K1.9%

Filing history

2026Q1Mar 31
$102M 3.4%
57 positionsView →
2025Q4Dec 31
$105M 4.3%
60 positionsView →
2025Q3Sep 30
$101M 7.2%
54 positionsView →
2025Q2Jun 30
$94M 6.6%
56 positionsLocked
2025Q1Mar 31
$88M 6.8%
53 positionsLocked
2024Q4Dec 31
$95M
52 positionsLocked