account_balance
Investment manager · 13F filer · SEC CIK 1854428
CFC Planning Co LLC
Reported value$184Mas of Sep 30, 2026
Positions66 9 new, 13 sold out
Top 10 weight45.6%AAPL alone is 12%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
11.9%Added +13%
SCCOSouthern Copper Corp
5.2%Added +14%
PGProcter & Gamble Co
4.7%New
NVDANVIDIA Corp
4.3%Added +226%
UNHUnitedHealth Group Inc
3.5%Added +9%
PMPhilip Morris International Inc.
3.5%Added +6%
VOOVanguard Index FDS
3.3%Added +2%
DISWalt Disney Co
3.3%Added +3%
KOCoca-Cola Co
3.1%Added +11%
JNJJohnson & Johnson
2.8%
TXNTexas Instruments Inc
2.8%Added +3%
MOAltria Group, Inc.
2.7%Added +8%
AAPLApple Inc.
11.9%Added +13%
SCCOSouthern Copper Corp
5.2%
PGProcter & Gamble Co
4.7%New
NVDANVIDIA Corp
4.3%+226%
UNHUnitedHealth Group Inc
3.5%+9%
PMPhilip Morris International Inc.
3.5%
VOOVanguard Index FDS
3.3%
DISWalt Disney Co
3.3%
KOCoca-Cola Co
3.1%
JNJ2.8%TXN2.8%MO2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 11.9% Added +13%SCCO Southern Copper Corp 5.2% Added +14%PG Procter & Gamble Co 4.7% NewNVDA NVIDIA Corp 4.3% Added +226%UNH UnitedHealth Group Inc 3.5% Added +9%PM Philip Morris International Inc. 3.5% Added +6%
VOO Vanguard Index FDS 3.3% Added +2%
DIS Walt Disney Co 3.3% Added +3%KO Coca-Cola Co 3.1% Added +11%JNJ Johnson & Johnson 2.8% HeldTXN Texas Instruments Inc 2.8% Added +3%MO Altria Group, Inc. 2.7% Added +8%What changed
Biggest moves since Jun 30, 2026
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