Ofc Financial Planning
Ofc Financial Planning reported 56 stocks worth $113M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are AAPL (21.4%), VOO (15.4%) and IVV (6.1%). Compared with Q1 2026, the fund opened new positions in CSCO, SBUX and PANW, added to AAPL, VXUS and VO, trimmed PTLC, ICSH and IAU and sold out of GOOGL, PHYS and JNK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $24M | 21.4% | 83K | +802 (+1%) | 7 of 7 | |
| 2 |  VOO Vanguard S&P 500 ETF | $17.3M | 15.4% | 25K | No change | 7 of 7 | |
| 3 |  IVV Ishares TR | $6.9M | 6.1% | 9,233 | No change | 7 of 7 | |
| 4 |  SPY Spdr S&P 500 ETF TR | $4.3M | 3.8% | 5,772 | No change | 7 of 7 | |
| 5 |  PTLC Pacer Trendpilot US Large Cap ETF | $4.2M | 3.8% | 72K | −3,939 (−5%) | 7 of 7 | |
| 6 |  VXUS Vanguard Star Fds | $2.8M | 2.5% | 33K | +883 (+3%) | 7 of 7 | |
| 7 |  ICSH Ishares TR | $2.8M | 2.5% | 55K | −5,909 (−10%) | 7 of 7 | |
| 8 |  IAU Ishares Gold TR | $2.4M | 2.1% | 32K | −2,001 (−6%) | 7 of 7 | |
| 9 |  VO Vanguard Index Fds | $2.4M | 2.1% | 29K | +23K (+327%) | 7 of 7 | |
| 10 |  VB Vanguard Index Fds | $2.2M | 1.9% | 7,188 | +460 (+7%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ofc Financial Planning 13F FAQ
What does Ofc Financial Planning own?
Ofc Financial Planning reported 56 stocks worth $113M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are AAPL (21.4%), VOO (15.4%) and IVV (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Ofc Financial Planning buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 15 added to, 20 trimmed and 3 sold out. New positions include CSCO, SBUX and PANW. It sold all of GOOGL, PHYS and JNK.
When will Ofc Financial Planning file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Ofc Financial Planning's portfolio worth?
The Q2 2026 filing reports $113M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.