CFC Planning Co LLC

Q1 2025 13F Holdings Report, New Holdings, Stock Holdings

Signature - Title
Christian McGill - Chief Compliance Officer
Location
Cicero, IN
Holdings as of
31 Mar 2025
Value $
$91,510,078
Num holdings
74
Filing time
23 Sep 2025, 16:06:37 UTC
Form type
13F-HR/A-1 - New Holdings
Description
Top holdings included AAPL, TRV, DIS, AXP, and NKE.
Previous filing
Q4 2024 - 30 Jan 2025
Next filing
Q2 2025 - 12 Aug 2025
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Christian McGill Chief Compliance Officer Cicero, Indiana 23 Sep 2025