Ofc Financial Planning, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationshort hills, NJ
- CIK0002052590
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
58 | $105.34M | AAPL, VOO, IVV, PTLC | 13F-HR | Feb 4, 2026 | 000205259026000001 | ||
54 | $100.99M | AAPL, VOO, IVV, PTLC | 13F-HR | Nov 13, 2025 | 000205259025000005 | ||
56 | $94.2M | AAPL, VOO, IVV, ICSH | 13F-HR | Aug 13, 2025 | 000205259025000003 | ||
53 | $88.38M | AAPL, VOO, IVV, ICSH | 13F-HR | May 14, 2025 | 000205259025000002 | ||
52 | $94.82M | AAPL, VOO, IVV, ICSH | 13F-HR | Jan 23, 2025 | 000205259025000001 |