§ 13F · FUND PROFILE
OFC FINANCIAL PLANNING, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $94.2T (13F)Positions · 56Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$105.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 82K | $22.4T | 21.2% | NEW |
| 2 | VOO | VANGUARD INDEX FDS | 25K | $15.9T | 15.1% | NEW |
| 3 | IVV | ISHARES TR | 9K | $6.3T | 6.0% | NEW |
| 4 | PTLC | PACER FDS TR | 78K | $4.3T | 4.1% | NEW |
| 5 | SPY | SPDR S&P 500 ETF TR | 6K | $3.9T | 3.7% | NEW |
| 6 | ICSH | ISHARES TR | 62K | $3.2T | 3.0% | NEW |
| 7 | IAU | ISHARES GOLD TR | 34K | $2.8T | 2.6% | NEW |
| 8 | VXUS | VANGUARD STAR FDS | 33K | $2.5T | 2.3% | NEW |
| 9 | GLD | SPDR GOLD TR | 5K | $2.1T | 2.0% | NEW |
| 10 | VO | VANGUARD INDEX FDS | 7K | $2.0T | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OFC SIGNAL
AC read
OFC FINANCIAL PLANNING, LLC is a Other fund managing $94194.1 trillion in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed