What does OFC FINANCIAL PLANNING, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INC

$21M82K20.5%

VANGUARD INDEX FDS

$15M25K14.8%

ISHARES TR

$6M9K5.9%

PACER FDS TR

$4M76K3.9%

STATE STR SPDR S&P 500 ETF T

$4M6K3.7%

ISHARES TR

$3M61K3.1%

ISHARES GOLD TR

$3M34K2.9%

VANGUARD STAR FDS

$2M32K2.4%

SPDR GOLD TR

$2M5K2.2%

VANGUARD INDEX FDS

$2M7K1.9%

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