OFC FINANCIAL PLANNING, LLC

CIK

2052590

Location

SHORT HILLS, NJ

Portfolio Value

Micro $46,194,892

Diversification

Highly concentrated

Filing Date

Global Rank

#7,045 / 8,517 ▲ 341

Top Industry

Consumer Electronics 64.0%

3Y Alpha vs SPY

+4.7%

Period ended 46 days ago

Filed Aug 5, 2026 · 10d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+34.5%

SPY

+27.3%

Annualised alpha

+4.4%

Max drawdown

−22.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

52.0%

+7.4 pts

Top 5

74.6%

+5.4 pts

Top 10

90.0%

+5.4 pts

HHI

2,912

Highly concentrated+689

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	60.6%	$28,001,557	8
Unclassified	18.7%	$8,629,372	3
Industrials	7.7%	$3,536,701	2
Basic Materials	3.6%	$1,676,416	1
Financial Services	3.3%	$1,529,921	2
Consumer Cyclical	3.2%	$1,488,826	4
Utilities	1.8%	$816,944	1
Communication Services	1.1%	$515,155	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+802	83,046	$24,030,190
MSFT	Microsoft Corp	+467	4,169	$1,555,120
PLTR	Palantir Technologies Inc.	+430	2,535	$295,758
NVDA	Nvidia Corp	+135	4,343	$868,990
C	Citigroup Inc	+21	9,142	$1,279,514
AMZN	Amazon Com Inc	+20	1,562	$372,287
JPM	Jpmorgan Chase & Co	+2	765	$250,407
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−2,001	31,727	$2,395,705
GOOGL	Alphabet Inc.	−1,622	1,458	$515,155
GLD	Spdr Gold Trust	−48	5,221	$1,923,311
SPY	Spdr S&P 500 ETF Trust	−10	5,772	$4,310,356
TXN	Texas Instruments Inc	−3	1,773	$528,478
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CSCO	Cisco Systems, Inc.	2,385	$280,142
SBUX	Starbucks Corp	2,144	$219,095
PANW	Palo Alto Networks Inc	592	$201,883
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
VXUS	Vanguard Total International Stock ETF	32,233	$2,485,486
VB	Vanguard Morningstar Small-Cap ETF	6,728	$1,762,197
VEA	Vanguard FTSE Developed Markets ETF	23,017	$1,474,929
PHYS	Sprott Physical Gold Trust	6,084	$215,616
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 tracked positions · $46,194,892 total · filing declares 57 positions · $112,579,374 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	83,046	+802	$24,030,190	+15.1%	52.02%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,772	-10	$4,310,356	+14.6%	9.33%
IAU	Ishares Gold Trust	Reduced	31,727	-2,001	$2,395,705	−19.4%	5.19%
GLD	Spdr Gold Trust	Reduced	5,221	-48	$1,923,311	−15.2%	4.16%
CAT	Caterpillar Inc Industrials	Held	1,695	0	$1,805,005	+50.3%	3.91%
PWR	Quanta Services, Inc. Industrials	Held	2,405	0	$1,731,696	+31.2%	3.75%
NUE	Nucor Corp Basic Materials	Held	7,526	0	$1,676,416	+31.7%	3.63%
MSFT	Microsoft Corp Technology	Added	4,169	+467	$1,555,120	+13.5%	3.37%
C	Citigroup Inc Financial Services	Added	9,142	+21	$1,279,514	+23.7%	2.77%
NVDA	Nvidia Corp Technology	Added	4,343	+135	$868,990	+18.4%	1.88%
VST	Vistra Corp. Utilities	Held	5,150	0	$816,944	+5.5%	1.77%
TXN	Texas Instruments Inc Technology	Reduced	1,773	-3	$528,478	+53.3%	1.14%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,458	-1,622	$515,155	−41.8%	1.12%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,303	0	$459,542	+7.2%	0.99%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,620	0	$437,902	−13.0%	0.95%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,562	+20	$372,287	+15.9%	0.81%
PLTR	Palantir Technologies Inc. Technology	Added	2,535	+430	$295,758	−3.9%	0.64%
CSCO	Cisco Systems, Inc. Technology	NEW	2,385	NEW	$280,142	NEW	0.61%
JPM	Jpmorgan Chase & Co Financial Services	Added	765	+2	$250,407	+11.6%	0.54%
IBM	International Business Machines Corp Technology	Held	857	0	$240,996	+16.0%	0.52%
SBUX	Starbucks Corp Consumer Cyclical	NEW	2,144	NEW	$219,095	NEW	0.47%
PANW	Palo Alto Networks Inc Technology	NEW	592	NEW	$201,883	NEW	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.