Ofc Financial Planning, LLC Portfolio Holdings

Ofc Financial Planning, LLC

$101 Billion
Q3 2025

Ofc Financial Planning, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $101 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21B, Vanguard Index Fds S&P 500 ETF with a value of $15B, Ishares Core S&P 500 ETF with a value of $6.48B, Pacer Fds Tr Trendpilot Us Lar with a value of $4.23B, and Spdr S&P 500 ETF Trust with a value of $3.85B.

Examining the 13F form we can see an increase of $6.8B in the current position value, from $94.2B to 101B.

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 $101 Billion

ETFs: $66.9 Billion

Technology: $24.4 Billion

Industrials: $1.81 Billion

Consumer Cyclical: $1.27 Billion

Consumer Defensive: $1.08 Billion

Financial Services: $1.07 Billion

Communication Services: $1.04 Billion

Basic Materials: $1.02 Billion

Other: $1.01 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$4.3T	$21 Billion 20.77% of portfolio	82,383	Q3 2025 Reduced 0.44%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$15 Billion 14.89% of portfolio	24,549	Q3 2025 Added 0.63%
IVV Ishares Core S&P 500 ETF ETFs	$0	$6.48 Billion 6.42% of portfolio	9,683	Q3 2025 Reduced 0.21%
PTLC Pacer Fds Tr Trendpilot Us Lar ETFs	$0	$4.23 Billion 4.19% of portfolio	77,278	Q3 2025 Reduced 0.94%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$3.85 Billion 3.81% of portfolio	5,783	Q3 2025 Reduced 7.26%
ICSH Blackrock Ultra Short Term Bon ETFs	$0	$3.52 Billion 3.48% of portfolio	69,324	Q3 2025 Reduced 14.7%
IAU Ishares Gold Trust ETFs	$65.3B	$2.51 Billion 2.48% of portfolio	34,447	Q3 2025 Reduced 2.6%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$2.48 Billion 2.45% of portfolio	33,694	Q3 2025 Reduced 5.08%
GLD Spdr Gold Trust ETFs	$130B	$1.93 Billion 1.91% of portfolio	5,429	Q2 2025 Reduced 0.07%
VO Vanguard Mid Cap ETF ETFs	$0	$1.91 Billion 1.89% of portfolio	6,494	Q3 2025 Reduced 2.35%
VBR Vanguard Small Cap Value ETF ETFs	$0	$1.82 Billion 1.8% of portfolio	8,713	Q3 2025 Reduced 6.0%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$1.8 Billion 1.78% of portfolio	36,448	Q3 2025 Added 7.15%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$1.74 Billion 1.72% of portfolio	30,219	Q3 2025 Reduced 6.75%
MSFT Microsoft Corp Technology	$3.78T	$1.73 Billion 1.71% of portfolio	3,334	Q2 2025 Added 1.09%
SLQD Ishares 0 5 Year Investment Gr ETFs	$0	$1.67 Billion 1.65% of portfolio	32,800	Q3 2025 Reduced 0.77%
VB Vanguard Small Cap ETF ETFs	$0	$1.59 Billion 1.57% of portfolio	6,248	Q3 2025 Reduced 1.39%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$1.52 Billion 1.51% of portfolio	28,130	Q3 2025 Reduced 2.85%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$1.28 Billion 1.27% of portfolio	10,598	Q2 2025 Reduced 14.28%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$1.26 Billion 1.24% of portfolio	3,439	Q3 2025 Reduced 0.72%
Pacer Fds Tr	-	$1.19 Billion 1.18% of portfolio	-	Q3 2025 Reduced 1.99%
BUFB Innovator Etfs Tr Laddered Fd ETFs	$0	$1.14 Billion 1.13% of portfolio	31,808	Q3 2025 Reduced 1.71%
VEA Vanguard Ftse Developed Market ETFs	$0	$1.1 Billion 1.09% of portfolio	18,337	Q3 2025 Added 4.19%
BSTP Innovator Etfs Tr Buffer Step ETFs	$0	$1.09 Billion 1.08% of portfolio	30,043	Q3 2025 Reduced 1.6%
BUFF Blue Buffalo Pet Products, Inc. Consumer Defensive	$0	$1.08 Billion 1.07% of portfolio	22,018	Q3 2025 Reduced 1.69%
PSTP Innovator Etfs Tr Pwr Buffer S ETFs	$0	$1.05 Billion 1.04% of portfolio	30,248	Q3 2025 Reduced 1.87%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$1.05 Billion 1.04% of portfolio	10,849	Q3 2025 Reduced 7.2%
NUE Nucor Corp Basic Materials	$38B	$1.02 Billion 1.01% of portfolio	7,526	Q4 2024 New
VST Vistra Corp. Utilities	$72.7B	$1.01 Billion 1.0% of portfolio	5,150	Q4 2024 New
PWR Quanta Services, Inc. Industrials	$61.4B	$997 Million 0.99% of portfolio	2,405	Q4 2024 New
VTV Vanguard Value ETF ETFs	$0	$961 Million 0.95% of portfolio	5,151	Q3 2025 Reduced 4.4%
IWM Ishares Russell 2000 ETF ETFs	$0	$839 Million 0.83% of portfolio	3,466	Q3 2025 Reduced 7.7%
C Citigroup Inc Financial Services	$190B	$826 Million 0.82% of portfolio	8,136	Q4 2024 New
CAT Caterpillar Inc Industrials	$291B	$809 Million 0.8% of portfolio	1,695	Q4 2024 New
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$801 Million 0.79% of portfolio	7,190	Q3 2025 Reduced 2.02%
NVDA Nvidia Corp Technology	$465B	$785 Million 0.78% of portfolio	4,208	Q3 2025 Reduced 39.95%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$705 Million 0.7% of portfolio	4,841	Q3 2025 Added 3.37%
VTI Vanguard Total Stock Market Et ETFs	$0	$691 Million 0.68% of portfolio	2,105	Q1 2025 Added 0.33%
PTBD Pacer Fds Tr Trendpilot U S Bo ETFs	$0	$649 Million 0.64% of portfolio	32,744	Q3 2025 Reduced 3.04%
GOOG Alphabet Inc. Communication Services	$1.74T	$609 Million 0.6% of portfolio	2,500	Q3 2025 Reduced 7.41%
IVOV Vanguard S&P Mid Cap 400 Value ETFs	$0	$600 Million 0.59% of portfolio	5,956	Q3 2025 Reduced 1.29%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$565 Million 0.56% of portfolio	6,056	Q3 2025 Reduced 1.42%
HD Home Depot, Inc. Consumer Cyclical	$367B	$528 Million 0.52% of portfolio	1,303	Q3 2025 Reduced 5.44%
MCD Mcdonalds Corp Consumer Cyclical	$224B	$492 Million 0.49% of portfolio	1,620	Q3 2025 Reduced 1.82%
GOOGL Alphabet Inc. Communication Services	$1.65T	$428 Million 0.42% of portfolio	1,760	Q2 2025 Added 2.62%
PLTR Palantir Technologies Inc. Technology	$342B	$384 Million 0.38% of portfolio	2,105	Q2 2025 New
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$364 Million 0.36% of portfolio	8,304	Q3 2025 Reduced 2.12%
TXN Texas Instruments Inc Technology	$177B	$332 Million 0.33% of portfolio	1,805	Q4 2024 New
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$250 Million 0.25% of portfolio	1,140	Q3 2025 Reduced 33.72%
IBM International Business Machines Corp Technology	$266B	$242 Million 0.24% of portfolio	857	Q1 2025 New
JPM Jpmorgan Chase & CO Financial Services	$881B	$245 Million 0.24% of portfolio	777	Q3 2025 Reduced 1.4%

Summary

Portfolio
No. of Stocks 54
Current Value $101 Billion
Prior Value $94.2 Billion
Filing
Period Q3 2025
Filing Date November 13, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 0 stocks
Additional Purchases 4 stocks
Sold out of 0 stocks
Reduced holdings in 34 stocks

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Ofc Financial Planning, LLC Portfolio Holdings