account_balance
Investment manager · 13F filer · SEC CIK 2052590
Ofc Financial Planning, LLC
Reported value$116Mas of Sep 30, 2026
Positions55 1 new, 2 sold out
Top 10 weight63.3%AAPL alone is 24%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
23.7%
VOOVanguard Index FDS
15.4%
IVViShares Tr
6.1%
PTLCPacer FDS Tr
3.8%Added +2%
SPYSPDR S&P 500 ETF Trust
3.8%
VXUSVanguard Star FDS
2.4%
ICSHiShares Tr
2.3%Trimmed −4%
IAUiShares Gold Trust
2.0%−4%
VOVanguard Index FDS
2.0%
MSFTMicrosoft Corp
1.8%
COWZPacer FDS Tr
1.8%
VB1.8%
AAPLApple Inc.
23.7%
VOOVanguard Index FDS
15.4%
IVViShares Tr
6.1%
PTLC3.8%
SPY3.8%VXUS2.4%
ICSH2.3%
IAU2.0%VO2.0%
MSFT1.8%COWZ
VB1.8%
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. 23.7% Held
VOO Vanguard Index FDS 15.4% Held
IVV iShares Tr 6.1% Held
PTLC Pacer FDS Tr 3.8% Added +2%
SPY SPDR S&P 500 ETF Trust 3.8% HeldVXUS Vanguard Star FDS 2.4% Held
ICSH iShares Tr 2.3% Trimmed −4%
IAU iShares Gold Trust 2.0% Trimmed −4%VO Vanguard Index FDS 2.0% Held
MSFT Microsoft Corp 1.8% HeldCOWZ Pacer FDS Tr 1.8% Added +3%
VB Vanguard Index FDS 1.8% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.