OFC FINANCIAL PLANNING, LLC: 13F holdings
CIK 20525902026Q2
| Positions | 56 |
|---|
| Reported value | $112.6m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 56 (+1 vs prior quarter) |
|---|
| Reported value | $112.6m (+10.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 83,046 | $24.0m | 21.3% |
| VOO VANGUARD INDEX FDS | 25,191 | $17.3m | 15.4% |
| IVV ISHARES TR | 9,233 | $6.9m | 6.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 5,772 | $4.3m | 3.8% |
| PTLC PACER FDS TR | 72,368 | $4.2m | 3.7% |
| VXUS VANGUARD STAR FDS | 33,116 | $2.8m | 2.5% |
| ICSH ISHARES TR | 55,471 | $2.8m | 2.5% |
| IAU ISHARES GOLD TR | 31,727 | $2.4m | 2.1% |
| VO VANGUARD INDEX FDS | 29,432 | $2.4m | 2.1% |
| VB VANGUARD INDEX FDS | 7,188 | $2.2m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052590")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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