OFC FINANCIAL PLANNING, LLC
All 13F Filings
- Location
- Short Hills, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 116,397
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/6/2026 | 55 | 116,397 | 13F-HR | OFC FINANCIAL PLANNING, LLC |
| 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 | 54.58 K | 46.9% | 3.824 K | 0 | 3.824 K |
| ETFs | 61.81 K | 53.1% | 0 | 6 | -6 |
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Fund Snapshot
Q3 2026
Latest filed
11/6/2026
Total value ($000)
116,397
Holdings
55
QoQ value change ($000)
3,818
(3.4%)
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.