Ofc Financial Planning, LLC
Net buyer this quarter
$113M
23
+$161K
37.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $24M | 21.35% | 0.00% | +1.0% | Q4 2024 |
 SPY | $4.31M | 3.83% | Not reported | Not reported | Q4 2024 |
 IAU | $2.4M | 2.13% | 0.00% | -5.9% | Q4 2024 |
| GLD | $1.92M | 1.71% | 0.00% | -0.9% | Q4 2024 |
 CAT | $1.81M | 1.60% | 0.00% | Not reported | Q4 2024 |
 PWR | $1.73M | 1.54% | 0.00% | Not reported | Q4 2024 |
 NUE | $1.68M | 1.49% | 0.00% | Not reported | Q4 2024 |
 MSFT | $1.56M | 1.38% | 0.00% | +12.6% | Q4 2024 |
 C | $1.28M | 1.14% | 0.00% | +0.2% | Q4 2024 |
 BUFF | $1.13M | 1.01% | 0.01% | -8.0% | Q4 2024 |
 NVDA | $869K | 0.77% | 0.00% | +3.2% | Q4 2024 |
 VST | $817K | 0.73% | 0.00% | Not reported | Q4 2024 |
 TXN | $528K | 0.47% | 0.00% | -0.2% | Q4 2024 |
 GOOG | $515K | 0.46% | Not reported | +10.5% | Q4 2024 |
 HD | $460K | 0.41% | 0.00% | Not reported | Q4 2024 |
 MCD | $438K | 0.39% | 0.00% | Not reported | Q4 2024 |
 AMZN | $372K | 0.33% | 0.00% | +1.3% | Q4 2024 |
 PLTR | $296K | 0.26% | 0.00% | +20.4% | Q2 2025 |
 CSCO | $280K | 0.25% | 0.00% | New | Q2 2026 |
 JPM | $250K | 0.22% | 0.00% | +0.3% | Q2 2025 |
 IBM | $241K | 0.21% | 0.00% | Not reported | Q1 2025 |
 SBUX | $219K | 0.19% | 0.00% | Not reported | Q1 2025 |
 PANW | $202K | 0.18% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| AAPL | $20.9M | 20.51% | 0.00% | Not reported | Q4 2024 |
| SPY | $3.75M | 3.69% | Not reported | -0.2% | Q4 2024 |
| IAU | $2.97M | 2.92% | 0.00% | -1.2% | Q4 2024 |
| GLD | $2.27M | 2.23% | 0.00% | -0.5% | Q4 2024 |
| MSFT | $1.37M | 1.35% | 0.00% | +11.0% | Q4 2024 |
| PWR | $1.32M | 1.30% | 0.00% | Not reported | Q4 2024 |
| NUE | $1.27M | 1.25% | 0.00% | Not reported | Q4 2024 |
| CAT | $1.2M | 1.18% | 0.00% | Not reported | Q4 2024 |
| BUFF | $1.16M | 1.14% | 0.01% | 0.0% | Q4 2024 |
| C | $1.03M | 1.02% | 0.00% | +5.7% | Q4 2024 |
| VST | $774K | 0.76% | 0.00% | Not reported | Q4 2024 |
| NVDA | $734K | 0.72% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $506K | 0.50% | 0.00% | Not reported | Q4 2024 |
| MCD | $503K | 0.49% | 0.00% | Not reported | Q4 2024 |
| HD | $429K | 0.42% | 0.00% | Not reported | Q4 2024 |
| GOOG | $379K | 0.37% | Not reported | -47.2% | Q4 2024 |
| TXN | $345K | 0.34% | 0.00% | -1.6% | Q4 2024 |
| AMZN | $321K | 0.32% | 0.00% | +0.1% | Q4 2024 |
| PLTR | $308K | 0.30% | 0.00% | Not reported | Q2 2025 |
| JPM | $224K | 0.22% | 0.00% | -1.8% | Q2 2025 |
 PHYS | $216K | 0.21% | 0.00% | Not reported | Q4 2025 |
| IBM | $208K | 0.20% | 0.00% | Not reported | Q1 2025 |
| Q4 2025 | |||||
| AAPL | $22.4M | 21.23% | 0.00% | -0.2% | Q4 2024 |
| SPY | $3.94M | 3.74% | Not reported | 0.0% | Q4 2024 |
| IAU | $2.77M | 2.63% | 0.00% | -0.9% | Q4 2024 |
| GLD | $2.1M | 1.99% | 0.00% | -2.5% | Q4 2024 |
| MSFT | $1.61M | 1.53% | 0.00% | Not reported | Q4 2024 |
| NUE | $1.23M | 1.17% | 0.00% | Not reported | Q4 2024 |
| BUFF | $1.17M | 1.11% | 0.01% | +6.3% | Q4 2024 |
| PWR | $1.02M | 0.96% | 0.00% | Not reported | Q4 2024 |
| C | $1.01M | 0.96% | 0.00% | +6.1% | Q4 2024 |
| CAT | $971K | 0.92% | 0.00% | Not reported | Q4 2024 |
| VST | $831K | 0.79% | 0.00% | Not reported | Q4 2024 |
| NVDA | $785K | 0.75% | 0.00% | Not reported | Q4 2024 |
| GOOG | $785K | 0.74% | Not reported | Not reported | Q4 2024 |
| GOOGL | $551K | 0.52% | 0.00% | Not reported | Q4 2024 |
| MCD | $495K | 0.47% | 0.00% | Not reported | Q4 2024 |
| HD | $448K | 0.43% | 0.00% | Not reported | Q4 2024 |
| PLTR | $374K | 0.36% | 0.00% | Not reported | Q2 2025 |
| AMZN | $355K | 0.34% | 0.00% | +35.1% | Q4 2024 |
| TXN | $313K | 0.30% | 0.00% | Not reported | Q4 2024 |
| IBM | $254K | 0.24% | 0.00% | Not reported | Q1 2025 |
| JPM | $250K | 0.24% | 0.00% | Not reported | Q2 2025 |
 ADBE | $250K | 0.24% | 0.00% | New | Q4 2025 |
| PHYS | $201K | 0.19% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| AAPL | $21M | 20.77% | 0.00% | -0.4% | Q4 2024 |
| SPY | $3.85M | 3.81% | Not reported | -7.3% | Q4 2024 |
| IAU | $2.51M | 2.48% | 0.00% | -2.6% | Q4 2024 |
| GLD | $1.93M | 1.91% | 0.00% | Not reported | Q4 2024 |
| MSFT | $1.73M | 1.71% | 0.00% | Not reported | Q4 2024 |
| BUFF | $1.08M | 1.07% | 0.01% | -1.7% | Q4 2024 |
| NUE | $1.02M | 1.01% | 0.00% | Not reported | Q4 2024 |
| VST | $1.01M | 1.00% | 0.00% | Not reported | Q4 2024 |
| PWR | $997K | 0.99% | 0.00% | Not reported | Q4 2024 |
| C | $826K | 0.82% | 0.00% | Not reported | Q4 2024 |
| CAT | $809K | 0.80% | 0.00% | Not reported | Q4 2024 |
| NVDA | $785K | 0.78% | 0.00% | -40.0% | Q4 2024 |
| GOOG | $609K | 0.60% | Not reported | -7.4% | Q4 2024 |
| HD | $528K | 0.52% | 0.00% | -5.4% | Q4 2024 |
| MCD | $492K | 0.49% | 0.00% | -1.8% | Q4 2024 |
| GOOGL | $428K | 0.42% | 0.00% | Not reported | Q4 2024 |
| PLTR | $384K | 0.38% | 0.00% | Not reported | Q2 2025 |
| TXN | $332K | 0.33% | 0.00% | Not reported | Q4 2024 |
| AMZN | $250K | 0.25% | 0.00% | -33.7% | Q4 2024 |
| JPM | $245K | 0.24% | 0.00% | -1.4% | Q2 2025 |
| IBM | $242K | 0.24% | 0.00% | Not reported | Q1 2025 |