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Disclosed positions
OFC FINANCIAL PLANNING, LLC: source evidence dated 2026-08-06T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $24,030,241
- Reported amount
- 83,046
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002052590-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| APPLE INC | AAPL | COM | $24,030,241 | 83,046 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $17,301,459 | 25,191 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $6,914,501 | 9,233 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,310,655 | 5,772 | SH | None |
| PACER FDS TR | PTLC | TRENDP US LAR CP | $4,216,160 | 72,368 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $2,831,122 | 33,116 | SH | None |
| ISHARES TR | ICSH | ULTRA SHORT DUR | $2,805,723 | 55,471 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $2,395,706 | 31,727 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $2,371,366 | 29,432 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $2,178,837 | 7,188 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $1,980,854 | 8,152 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $1,923,312 | 5,221 | SH | None |
| PACER FDS TR | COWZ | US CASH COWS 100 | $1,911,406 | 30,730 | SH | None |
| CATERPILLAR INC | CAT | COM | $1,805,006 | 1,695 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,778,258 | 24,958 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $1,738,147 | 29,120 | SH | None |
| QUANTA SVCS INC | PWR | COM | $1,731,696 | 2,405 | SH | None |
| NUCOR CORP | NUE | COM | $1,676,384 | 7,526 | SH | None |
| ISHARES TR | SLQD | 0-5YR INVT GR CP | $1,578,545 | 31,339 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,555,276 | 4,169 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | KNG | FT VEST S&P 500 | $1,479,323 | 29,294 | SH | None |
| PACER FDS TR | COWG | US LRG CP CASH | $1,435,234 | 35,750 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $1,407,344 | 10,233 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $1,384,520 | 3,381 | SH | None |
| CITIGROUP INC | C | COM NEW | $1,279,514 | 9,142 | SH | None |
| INNOVATOR ETFS TRUST | BUFB | LADDERED ALC BFR | $1,209,411 | 30,766 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $1,163,766 | 10,549 | SH | None |
| INNOVATOR ETFS TRUST | BSTP | BUFF STEP UP ETF | $1,153,639 | 29,332 | SH | None |
| INNOVATOR ETFS TRUST | BUFF | LADERD ALCTN PWR | $1,133,252 | 21,512 | SH | None |
| INNOVATOR ETFS TRUST | PSTP | POWER BUFFER SET | $1,033,217 | 28,088 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $1,025,436 | 3,413 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $992,087 | 4,552 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $917,357 | 5,584 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $875,763 | 2,367 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $869,026 | 4,343 | SH | None |
| VISTRA CORP | VST | COM | $816,945 | 5,150 | SH | None |
| ISHARES TR | LQD | IBOXX INV CP ETF | $674,721 | 6,186 | SH | None |
| PACER FDS TR | PTBD | TRENDPILOT US BD | $577,956 | 30,149 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $573,106 | 5,517 | SH | None |
| VANGUARD ADMIRAL FDS INC | IVOV | MIDCP 400 VAL | $564,190 | 4,946 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $528,478 | 1,773 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $515,155 | 1,458 | SH | None |
| HOME DEPOT INC | HD | COM | $459,542 | 1,303 | SH | None |
| MCDONALDS CORP | MCD | COM | $437,902 | 1,620 | SH | None |
| AMAZON COM INC | AMZN | COM | $372,287 | 1,562 | SH | None |
| PACER FDS TR | CALF | US SM CAP CA ETF | $319,552 | 6,314 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $295,758 | 2,535 | SH | None |
| CISCO SYS INC | CSCO | COM | $280,142 | 2,385 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $250,407 | 765 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $240,997 | 857 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.