Ofc Financial Planning, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    short hills, NJ
  • CIK
    0002052590
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

56

$94.19 M
AAPL, VOO, IVV, ICSH
13F-HR
Aug 13, 2025
000205259025000003

53

$88.38 M
AAPL, VOO, IVV, ICSH
13F-HR
May 14, 2025
000205259025000002

52

$94.82 M
AAPL, VOO, IVV, ICSH
13F-HR
Jan 23, 2025
000205259025000001
OFC FINANCIAL PLANNING, LLC Stock Trades - Ofc Financial Planning, Llc 13F