OFC FINANCIAL PLANNING, LLC

Q4 2025 13F-HR Holdings

Location
Short Hills, NJ
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$105,337
Net value change ($000)
+4,345 (4.3%)
New positions
2
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 1,382 6.6%
VOO 839 5.6%
VEA 335 30.5%
IAU 263 10.5%
ADBE 250 NEW
NUE 209 20.5%
PHYS 201 NEW
C 181 21.9%
GOOGL 176 28.9%
GLD 168 8.7%
Top Reduces (Value $000, Stocks/ETFs)
ICSH -364 -10.3%
KNG -198 -11.0%
VST -178 -17.6%
IVV -157 -2.4%
MSFT -115 -6.7%
CALF -84 -23.1%
LQD -84 -10.5%
HD -80 -15.2%
SLQD -61 -3.7%
EFA -35 -6.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 23 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type