OFC FINANCIAL PLANNING, LLC

Registered adviser

CIK

2052590

Location

SHORT HILLS, NJ

Portfolio Value

Small $116,397,036

Diversification

Diversified

Filing Date

Global Rank

#8,168 / 8,827 ▼ 54 · as of Jun 2026

Top Industry

Consumer Electronics 67.3%

Period ended 38 days ago

Filed Nov 6, 2026 · 1d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 133846

Roster of Nov 1, 2026

Regulatory AUM

$182,825,805

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$182,825,805	Individuals and high net worth (98%)
Mar 2025 to Feb 2026	$153,027,627	Individuals and high net worth (98%)
Aug 2024 to Feb 2025	$122,186,318	Individuals and high net worth (97%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 82.5% of the book (60%+)

Turnover

Low turnover

3.7% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 83.0%; sector active share 53.7% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

55 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.7%

+0.9 pts

Top 5

71.0%

+1.2 pts

Top 10

83.3%

+0.9 pts

HHI

1,365

Diversified+64

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	64.8%	$75,369,109	36
Technology	27.9%	$32,420,431	8
Industrials	2.5%	$2,919,525	2
Basic Materials	1.5%	$1,759,202	1
Financial Services	1.2%	$1,389,516	2
Consumer Cyclical	1.1%	$1,329,953	4
Utilities	0.6%	$712,502	1
Communication Services	0.4%	$496,798	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
PTLC	Pacer Trendpilot US Large Cap ETF	+1,463	73,831	$4,393,682
COWZ	Pacer US Cash Cows 100 ETF	+951	31,681	$2,115,023
KNG	FT Vest S&P 500 Dividend Aristocrats Target Income ETF	+939	30,233	$1,455,416
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	+605	36,355	$1,449,837
VOO	VANGUARD 500 INDEX FUND	+378	25,569	$17,920,289
VO	VANGUARD MID-CAP INDEX FUND	+146	29,578	$2,319,506
VEA	Vanguard FTSE Developed Markets ETF	+127	25,085	$1,771,251
VB	Vanguard Index Funds	+75	7,263	$2,066,250
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+25	5,609	$932,664
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+19	29,139	$1,728,234
CALF	Pacer US Small Cap Cash Cows 100 ETF	+15	6,329	$337,209
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
ICSH	iShares Ultra Short Duration Bond Active ETF	−2,127	53,344	$2,688,537
IAU	Ishares Gold Trust	−1,189	30,538	$2,385,017
SLQD	iShares 0-5 Year Investment Grade Corporate Bond ETF	−1,050	30,289	$1,498,699
PSTP		−822	27,266	$1,021,038
VXUS	Vanguard Total International Stock ETF	−462	32,654	$2,774,283
BUFB		−460	30,306	$1,220,816
BSTP		−445	28,887	$1,160,390
C	Citigroup Inc	−360	8,782	$1,137,093
BUFF		−316	21,196	$1,142,040
IVOV	VANGUARD S&P MID-CAP 400 VALUE INDEX FUND	−314	4,632	$495,068
PTBD	Pacer Trendpilot US Bond ETF	−203	29,946	$549,808
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−201	7,951	$1,836,919
VTV	VANGUARD VALUE INDEX FUND	−113	4,439	$959,179
AAPL	Apple Inc.	−108	82,938	$27,620,012
IWM	iShares Russell 2000 ETF	−53	3,360	$933,710
AMZN	Amazon Com Inc	−22	1,540	$383,691
SPY	Spdr S&P 500 ETF Trust	−20	5,752	$4,386,647
MSFT	Microsoft Corp	−18	4,151	$2,129,047
PLTR	Palantir Technologies Inc.	−15	2,520	$471,366
NVDA	Nvidia Corp	−12	4,331	$989,113
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−4	2,363	$884,329
JPM	Jpmorgan Chase & Co	−2	763	$252,423
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CRWD	CrowdStrike Holdings, Inc.	840	$222,390
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
IBM	International Business Machines Corp	857	$240,996
TIP	iShares TIPS Bond ETF	1,840	$201,351
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 tracked positions · $116,397,036 total · filing declares 55 positions · $116,397,249 · as of Sep 30, 2026

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

Showing 1–50 of 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	82,938	-108	$27,620,012	+14.9%	23.73%
VOO	VANGUARD 500 INDEX FUND	Added	25,569	+378	$17,920,289	+3.6%	15.40%
IVV	iShares Core S&P 500 ETF	Held	9,233	0	$7,071,093	+2.3%	6.07%
PTLC	Pacer Trendpilot US Large Cap ETF	Added	73,831	+1,463	$4,393,682	+4.2%	3.77%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,752	-20	$4,386,647	+1.8%	3.77%
VXUS	Vanguard Total International Stock ETF	Reduced	32,654	-462	$2,774,283	−2.0%	2.38%
ICSH	iShares Ultra Short Duration Bond Active ETF	Reduced	53,344	-2,127	$2,688,537	−4.2%	2.31%
IAU	Ishares Gold Trust	Reduced	30,538	-1,189	$2,385,017	−0.4%	2.05%
VO	VANGUARD MID-CAP INDEX FUND	Added	29,578	+146	$2,319,506	−2.2%	1.99%
MSFT	Microsoft Corp Technology	Reduced	4,151	-18	$2,129,047	+36.9%	1.83%
COWZ	Pacer US Cash Cows 100 ETF	Added	31,681	+951	$2,115,023	+10.7%	1.82%
VB	Vanguard Index Funds	Added	7,263	+75	$2,066,250	−5.2%	1.78%
GLD	Spdr Gold Trust	Held	5,221	0	$1,988,365	+3.4%	1.71%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	7,951	-201	$1,836,919	−7.3%	1.58%
VEA	Vanguard FTSE Developed Markets ETF	Added	25,085	+127	$1,771,251	−0.4%	1.52%
NUE	Nucor Corp Basic Materials	Held	7,526	0	$1,759,202	+4.9%	1.51%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	29,139	+19	$1,728,234	−0.6%	1.48%
PWR	Quanta Services, Inc. Industrials	Held	2,405	0	$1,545,236	−10.8%	1.33%
SLQD	iShares 0-5 Year Investment Grade Corporate Bond ETF	Reduced	30,289	-1,050	$1,498,699	−5.1%	1.29%
IVW	iShares S&P 500 Growth ETF	Held	10,233	0	$1,455,746	+3.4%	1.25%
KNG	FT Vest S&P 500 Dividend Aristocrats Target Income ETF	Added	30,233	+939	$1,455,416	−1.6%	1.25%
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	Added	36,355	+605	$1,449,837	+1.0%	1.25%
IWB	iShares Russell 1000 ETF	Held	3,381	0	$1,406,935	+1.6%	1.21%
CAT	Caterpillar Inc Industrials	Held	1,695	0	$1,374,289	−23.9%	1.18%
BUFB		Reduced	30,306	-460	$1,220,816	+0.9%	1.05%
BSTP		Reduced	28,887	-445	$1,160,390	+0.6%	1.00%
BUFF		Reduced	21,196	-316	$1,142,040	+0.8%	0.98%
C	Citigroup Inc Financial Services	Reduced	8,782	-360	$1,137,093	−11.1%	0.98%
IWR	iShares Russell Mid-Cap ETF	Held	10,549	0	$1,125,683	−3.3%	0.97%
PSTP		Reduced	27,266	-822	$1,021,038	−1.2%	0.88%
NVDA	Nvidia Corp Technology	Reduced	4,331	-12	$989,113	+13.8%	0.85%
VTV	VANGUARD VALUE INDEX FUND	Reduced	4,439	-113	$959,179	−3.3%	0.82%
IWM	iShares Russell 2000 ETF	Reduced	3,360	-53	$933,710	−8.9%	0.80%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	5,609	+25	$932,664	+1.7%	0.80%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	2,363	-4	$884,329	+1.0%	0.76%
VST	Vistra Corp. Utilities	Held	5,150	0	$712,502	−12.8%	0.61%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	Held	6,186	0	$632,085	−6.3%	0.54%
EFA	iShares MSCI EAFE ETF	Held	5,517	0	$573,161	+0.0%	0.49%
PTBD	Pacer Trendpilot US Bond ETF	Reduced	29,946	-203	$549,808	−4.9%	0.47%
GOOG	Alphabet Inc. Communication Services	Held	1,458	0	$496,798	−3.6%	0.43%
TXN	Texas Instruments Inc Technology	Held	1,773	0	$496,599	−6.0%	0.43%
IVOV	VANGUARD S&P MID-CAP 400 VALUE INDEX FUND	Reduced	4,632	-314	$495,068	−12.3%	0.43%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,520	-15	$471,366	+59.4%	0.40%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,540	-22	$383,691	+3.1%	0.33%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,620	0	$374,122	−14.6%	0.32%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,303	0	$370,690	−19.3%	0.32%
CALF	Pacer US Small Cap Cash Cows 100 ETF	Added	6,329	+15	$337,209	+5.5%	0.29%
CSCO	Cisco Systems, Inc. Technology	Held	2,385	0	$256,697	−8.4%	0.22%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	763	-2	$252,423	+0.8%	0.22%
ESGV	VANGUARD ESG U.S. STOCK ETF	Held	1,816	0	$246,122	+2.5%	0.21%

Showing the top 50 of 55 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.