Ofc Financial Planning, Llc

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$101M
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 54 stock holdings with total value $101M as of Q3 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 Date Filed
Q3 2025 54 $101M +$281K -$3.15M -$2.87M AAPL, VOO, IVV, PTLC, SPY 13F-HR 11/13/2025, 06:18 PM
Q2 2025 56 $94.2M +$1.92M -$855K +$1.07M AAPL, VOO, IVV, ICSH, PTLC 13F-HR 8/13/2025, 12:31 PM
Q1 2025 53 $88.4M +$1.12M -$3.24M -$2.12M AAPL, VOO, IVV, ICSH, PTLC 13F-HR 5/14/2025, 01:13 PM
Q4 2024 52 $94.8M $0 $0 AAPL, VOO, IVV, ICSH, PTLC 13F-HR 1/23/2025, 09:47 PM