StockDriftsStockDriftsTop 50 Ofc Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 21.35% | 83.0K | $24.0M | +0.98%(+802) | $232.70(+31.79%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 15.37% | 25.2K | $17.3M | -0.09%(-22) | $536.37(+32.57%) | 2026-06-30 | |
| IVV | ISHARES TR | 6.14% | 9.2K | $6.9M | +0.00%(+0) | $582.75(+33.39%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.83% | 5.8K | $4.3M | +0.00%(+0) | $579.92(+33.39%) | 2026-06-30 | |
| PTLC | PACER FDS TR | 3.75% | 72.4K | $4.2M | -5.16%(-3.94K) | $52.98(+13.97%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 2.51% | 33.1K | $2.8M | +2.74%(+883) | $62.37(+39.94%) | 2026-06-30 | |
| ICSH | ISHARES TR | 2.49% | 55.5K | $2.8M | -9.63%(-5.91K) | $50.59(-0.20%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 2.13% | 31.7K | $2.4M | -5.93%(-2.00K) | $49.81(+66.10%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.11% | 29.4K | $2.4M | +6.67%(+1.84K) | $67.02(+23.88%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 1.94% | 7.2K | $2.2M | +6.84%(+460) | $242.38(+26.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.16% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.66% |
Ofc Financial Planning LLC reports $112.58M in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (21.4%), VOO (15.4%) and IVV (6.1%). The top 20 holdings account for 77.32% of reported assets. Its disclosed equity book has returned +21.16% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ofc Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052590). View Ofc Financial Planning LLC’s 13F filings on SEC