Ofc Financial Planning, LLC Portfolio Holdings

Ofc Financial Planning, LLC

  • $94.2 Billion
  • Q2 2025

Ofc Financial Planning, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $94.2 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17B, Vanguard Index Fds S&P 500 ETF with a value of $13.9B, Ishares Core S&P 500 ETF with a value of $6.02B, Blackrock Ultra Short Term Bon with a value of $4.12B, and Pacer Fds Tr Trendpilot Us Lar with a value of $3.96B.

Examining the 13F form we can see an increase of $5.81B in the current position value, from $88.4B to 94.2B.

Ofc Financial Planning, LLC is based out at Short Hills, NJ

Below you can find more details about Ofc Financial Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $94.2 Billion
ETFs: $64.5 Billion
Technology: $20.7 Billion
Industrials: $1.57 Billion
Consumer Cyclical: $1.36 Billion
Consumer Defensive: $1.05 Billion
Utilities: $998 Million
Basic Materials: $975 Million
Financial Services: $921 Million
Other: $789 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$17 Billion 18.02% of portfolio
82,745
Q2 2025 Reduced 0.07%
$0
$13.9 Billion 14.71% of portfolio
24,395
Q2 2025 Added 3.19%
$0
$6.02 Billion 6.4% of portfolio
9,703
Q1 2025 Reduced 0.01%
$0
$4.12 Billion 4.38% of portfolio
81,274
Q2 2025 Reduced 6.65%
$0
$3.96 Billion 4.2% of portfolio
78,011
Q2 2025 Added 1.89%
$0
$3.85 Billion 4.09% of portfolio
6,236
Q2 2025 Reduced 0.3%
$0
$2.45 Billion 2.6% of portfolio
35,499
Q2 2025 Added 1.25%
$53.5B
$2.21 Billion 2.34% of portfolio
35,366
Q2 2025 Reduced 0.14%
$0
$1.86 Billion 1.98% of portfolio
6,650
Q2 2025 Added 1.73%
$0
$1.81 Billion 1.92% of portfolio
9,269
Q2 2025 Reduced 0.43%
$0
$1.79 Billion 1.9% of portfolio
32,406
Q2 2025 Added 0.86%
$0
$1.67 Billion 1.78% of portfolio
33,053
Q2 2025 Reduced 3.37%
$0
$1.67 Billion 1.77% of portfolio
34,015
Q2 2025 Added 5.53%
$106B
$1.65 Billion 1.76% of portfolio
5,429
Q2 2025 Reduced 0.07%
$3.95T
$1.66 Billion 1.76% of portfolio
3,334
Q2 2025 Added 1.09%
$0
$1.5 Billion 1.59% of portfolio
6,336
Q2 2025 Added 1.72%
$0
$1.18 Billion 1.25% of portfolio
3,464
Q1 2025 Reduced 1.25%
Pacer Fds Tr
-
$1.17 Billion 1.25% of portfolio
-
Q2 2025 Added 0.17%
$0
$1.17 Billion 1.24% of portfolio
10,598
Q2 2025 Reduced 14.28%
$456B
$1.11 Billion 1.18% of portfolio
7,007
Q2 2025 Added 5.12%
$0
$1.1 Billion 1.16% of portfolio
32,362
Q2 2025 Added 1.25%
$0
$1.08 Billion 1.14% of portfolio
11,691
Q1 2025 Reduced 0.55%
$0
$1.05 Billion 1.12% of portfolio
30,532
Q2 2025 Added 0.63%
$0
$1.05 Billion 1.12% of portfolio
22,396
Q2 2025 Added 1.32%
$0
$1.03 Billion 1.09% of portfolio
30,823
Q2 2025 Added 1.55%
$0
$1 Billion 1.07% of portfolio
17,600
Q2 2025 Added 12.21%
$87.2B
$998 Million 1.06% of portfolio
5,150
Q4 2024 New
$36.3B
$975 Million 1.03% of portfolio
7,526
Q4 2024 New
$0
$952 Million 1.01% of portfolio
5,388
Q2 2025 Added 0.22%
$56B
$909 Million 0.97% of portfolio
2,405
Q4 2024 New
$0
$810 Million 0.86% of portfolio
3,755
Q1 2025 Reduced 2.19%
$0
$804 Million 0.85% of portfolio
7,338
Q1 2025 Reduced 1.15%
$185B
$693 Million 0.74% of portfolio
8,136
Q4 2024 New
$0
$667 Million 0.71% of portfolio
33,770
Q2 2025 Reduced 3.04%
$218B
$658 Million 0.7% of portfolio
1,695
Q4 2024 New
$0
$640 Million 0.68% of portfolio
2,105
Q1 2025 Added 0.33%
$0
$632 Million 0.67% of portfolio
4,683
Q2 2025 Added 2.38%
$0
$576 Million 0.61% of portfolio
6,034
Q2 2025 Reduced 0.54%
$0
$549 Million 0.58% of portfolio
6,143
Q2 2025 Reduced 1.29%
$405B
$505 Million 0.54% of portfolio
1,378
Q4 2024 New
$1.24T
$479 Million 0.51% of portfolio
2,700
Q4 2024 New
$222B
$482 Million 0.51% of portfolio
1,650
Q4 2024 New
$177B
$375 Million 0.4% of portfolio
1,805
Q4 2024 New
$2.26T
$377 Million 0.4% of portfolio
1,720
Q2 2025 Added 8.86%
$0
$338 Million 0.36% of portfolio
8,484
Q2 2025 Reduced 4.09%
$1.21T
$310 Million 0.33% of portfolio
1,760
Q2 2025 Added 2.62%
$367B
$287 Million 0.3% of portfolio
2,105
Q2 2025 New
$210B
$253 Million 0.27% of portfolio
857
Q1 2025 New
$0
$241 Million 0.26% of portfolio
2,478
Q2 2025 Reduced 5.17%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $94.2 Billion
  • Prior Value $88.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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