OFC FINANCIAL PLANNING, LLC
All 13F Filings
- Location
- Short Hills, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 112,579
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 56 | 112,579 | 13F-HR | OFC FINANCIAL PLANNING, LLC |
| Q1 2026 | 5/6/2026 | 56 | 101,771 | 13F-HR | OFC FINANCIAL PLANNING, LLC |
| Q4 2025 | 2/4/2026 | 58 | 105,337 | 13F-HR | OFC FINANCIAL PLANNING, LLC |
| Q3 2025 | 11/14/2025 | 54 | 100,992 | 13F-HR | OFC FINANCIAL PLANNING, LLC |
| Q2 2025 | 8/13/2025 | 56 | 94,194 | 13F-HR | OFC FINANCIAL PLANNING, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 50.76 K | 45.1% | 4.58 K | 0 | 4.58 K |
| ETFs | 61.82 K | 54.9% | 6.25 K | 0 | 6.25 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
112,579
Holdings
56
QoQ value change ($000)
10,808
(10.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.