13F Filings History of OFC FINANCIAL PLANNING, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$105,313,579
Signature - Title
Jeffrey Waters - Chief Compliance Officer
Location
Short Hills, NJ
Summary
This page shows a list of all the recent 13F filings made by OFC FINANCIAL PLANNING, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OFC FINANCIAL PLANNING, LLC reported 56 stock holdings with total value $105,313,579 as of Q4 2025. Top holdings included AAPL, VOO, IVV, PTLC, and SPY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 56 $105,313,579 +$2,305,210 -$1,386,247 +$918,963 AAPL, VOO, IVV, PTLC, SPY 13F-HR 04 Feb 2026, 12:44
Q3 2025 54 $100,992,203 +$281,454 -$3,151,400 -$2,869,946 AAPL, VOO, IVV, PTLC, SPY 13F-HR 13 Nov 2025, 18:18
Q2 2025 56 $94,194,069 +$1,920,130 -$855,057 +$1,065,073 AAPL, VOO, IVV, ICSH, PTLC 13F-HR 13 Aug 2025, 12:31
Q1 2025 53 $88,379,222 +$1,121,552 -$3,240,218 -$2,118,666 AAPL, VOO, IVV, ICSH, PTLC 13F-HR 14 May 2025, 13:13
Q4 2024 52 $94,817,555 $0 $0 $0 AAPL, VOO, IVV, ICSH, PTLC 13F-HR 23 Jan 2025, 21:47