OFC FINANCIAL PLANNING, LLC - Portfolio Stock Holdings

OFC FINANCIAL PLANNING, LLC disclosed 59 stock positions in a recent SEC 13F filing. $112,578,788 of stock holdings were filed, with the largest holdings including AAPL, VOO, and IVV. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $182,825,805 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.