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OFC FINANCIAL PLANNING, LLC

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13F filer, CIK 2052590, SHORT HILLS, NJ

OFC FINANCIAL PLANNING, LLC reported $100,992,203 across 54 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 62.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002052590-25-000005

Period
2025-09-30
Reported value
$101M
Holdings
54
Top 10 weight
62.3%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KNGadded+2,433$120K
VOOadded+154$94.3K
VEAadded+737$44.2K
ITOTadded+158$23K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ICSHreduced-11,950-$606K
NVDAreduced-2,799-$522K
SPYreduced-453-$302K
VYMexited-1,624-$216K
VMBSexited-4,353-$202K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002052590-25-000005, largest first. % of portfolio is the value over $100,992,203, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83,173 shares; 2025Q1: 82,799 shares; 2025Q2: 82,745 shares; 2025Q3: 82,383 shares 82,383$21M20.77%-362Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,011 shares; 2025Q1: 23,641 shares; 2025Q2: 24,395 shares; 2025Q3: 24,549 shares 24,549$15M14.89%+154Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,704 shares; 2025Q1: 9,703 shares; 2025Q2: 9,703 shares; 2025Q3: 9,683 shares 9,683$6.48M6.42%-20Timeline
PTLCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 77,515 shares; 2025Q1: 76,563 shares; 2025Q2: 78,011 shares; 2025Q3: 77,278 shares 77,278$4.23M4.19%-733Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,300 shares; 2025Q1: 6,255 shares; 2025Q2: 6,236 shares; 2025Q3: 5,783 shares 5,783$3.85M3.81%-453Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 98,710 shares; 2025Q1: 87,064 shares; 2025Q2: 81,274 shares; 2025Q3: 69,324 shares 69,324$3.52M3.48%-11,950Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,839 shares; 2025Q1: 35,417 shares; 2025Q2: 35,366 shares; 2025Q3: 34,447 shares 34,447$2.51M2.48%-919Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,896 shares; 2025Q1: 35,062 shares; 2025Q2: 35,499 shares; 2025Q3: 33,694 shares 33,694$2.48M2.45%-1,805Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,450 shares; 2025Q1: 5,433 shares; 2025Q2: 5,429 shares; 2025Q3: 5,429 shares 5,429$1.93M1.91%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,674 shares; 2025Q1: 6,537 shares; 2025Q2: 6,650 shares; 2025Q3: 6,494 shares 6,494$1.91M1.89%-156Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,177 shares; 2025Q1: 9,309 shares; 2025Q2: 9,269 shares; 2025Q3: 8,713 shares 8,713$1.82M1.8%-556Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,529 shares; 2025Q1: 32,234 shares; 2025Q2: 34,015 shares; 2025Q3: 36,448 shares 36,448$1.8M1.78%+2,433Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,628 shares; 2025Q1: 32,129 shares; 2025Q2: 32,406 shares; 2025Q3: 30,219 shares 30,219$1.74M1.72%-2,187Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,761 shares; 2025Q1: 3,298 shares; 2025Q2: 3,334 shares; 2025Q3: 3,334 shares 3,334$1.73M1.71%0Timeline
SLQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,571 shares; 2025Q1: 34,207 shares; 2025Q2: 33,053 shares; 2025Q3: 32,800 shares 32,800$1.67M1.65%-253Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,293 shares; 2025Q1: 6,229 shares; 2025Q2: 6,336 shares; 2025Q3: 6,248 shares 6,248$1.59M1.57%-88Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,132 shares; 2025Q1: 28,530 shares; 2025Q2: 28,954 shares; 2025Q3: 28,130 shares 28,130$1.52M1.51%-824Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,604 shares; 2025Q1: 12,364 shares; 2025Q2: 10,598 shares; 2025Q3: 10,598 shares 10,598$1.28M1.27%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,508 shares; 2025Q1: 3,464 shares; 2025Q2: 3,464 shares; 2025Q3: 3,439 shares 3,439$1.26M1.24%-25Timeline
COWGPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,982 shares; 2025Q1: 33,404 shares; 2025Q2: 33,462 shares; 2025Q3: 32,797 shares 32,797$1.19M1.18%-665Timeline
BUFBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,620 shares; 2025Q1: 31,961 shares; 2025Q2: 32,362 shares; 2025Q3: 31,808 shares 31,808$1.14M1.13%-554Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,359 shares; 2025Q1: 15,685 shares; 2025Q2: 17,600 shares; 2025Q3: 18,337 shares 18,337$1.1M1.09%+737Timeline
BSTPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,926 shares; 2025Q1: 30,340 shares; 2025Q2: 30,532 shares; 2025Q3: 30,043 shares 30,043$1.09M1.08%-489Timeline
BUFFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,540 shares; 2025Q1: 22,104 shares; 2025Q2: 22,396 shares; 2025Q3: 22,018 shares 22,018$1.08M1.07%-378Timeline
PSTPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,010 shares; 2025Q1: 30,352 shares; 2025Q2: 30,823 shares; 2025Q3: 30,248 shares 30,248$1.05M1.04%-575Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,756 shares; 2025Q1: 11,691 shares; 2025Q2: 11,691 shares; 2025Q3: 10,849 shares 10,849$1.05M1.04%-842Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,526 shares; 2025Q1: 7,526 shares; 2025Q2: 7,526 shares; 2025Q3: 7,526 shares 7,526$1.02M1.01%0Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,150 shares; 2025Q1: 5,150 shares; 2025Q2: 5,150 shares; 2025Q3: 5,150 shares 5,150$1.01M1%0Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 2,405 shares; 2025Q3: 2,405 shares 2,405$997K0.99%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,862 shares; 2025Q1: 5,376 shares; 2025Q2: 5,388 shares; 2025Q3: 5,151 shares 5,151$961K0.95%-237Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,839 shares; 2025Q1: 3,755 shares; 2025Q2: 3,755 shares; 2025Q3: 3,466 shares 3,466$839K0.83%-289Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,136 shares; 2025Q1: 8,136 shares; 2025Q2: 8,136 shares; 2025Q3: 8,136 shares 8,136$826K0.82%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares 1,695$809K0.8%0Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,423 shares; 2025Q1: 7,338 shares; 2025Q2: 7,338 shares; 2025Q3: 7,190 shares 7,190$801K0.79%-148Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,483 shares; 2025Q1: 6,666 shares; 2025Q2: 7,007 shares; 2025Q3: 4,208 shares 4,208$785K0.78%-2,799Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,746 shares; 2025Q1: 4,574 shares; 2025Q2: 4,683 shares; 2025Q3: 4,841 shares 4,841$705K0.7%+158Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,098 shares; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares 2,105$691K0.68%0Timeline
PTBDPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,043 shares; 2025Q1: 34,830 shares; 2025Q2: 33,770 shares; 2025Q3: 32,744 shares 32,744$649K0.64%-1,026Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,500 shares 2,500$609K0.6%-200Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,214 shares; 2025Q1: 6,067 shares; 2025Q2: 6,034 shares; 2025Q3: 5,956 shares 5,956$600K0.59%-78Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,223 shares; 2025Q1: 6,223 shares; 2025Q2: 6,143 shares; 2025Q3: 6,056 shares 6,056$565K0.56%-87Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,303 shares 1,303$528K0.52%-75Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,620 shares 1,620$492K0.49%-30Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,820 shares; 2025Q1: 1,715 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares 1,760$428K0.42%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares 2,105$384K0.38%0Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,297 shares; 2025Q1: 8,846 shares; 2025Q2: 8,484 shares; 2025Q3: 8,304 shares 8,304$364K0.36%-180Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,805 shares; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares 1,805$332K0.33%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 1,720 shares; 2025Q3: 1,140 shares 1,140$250K0.25%-580Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 788 shares; 2025Q3: 777 shares 777$245K0.24%-11Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 857 shares 857$242K0.24%0Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,783 shares; 2025Q1: 2,613 shares; 2025Q2: 2,478 shares; 2025Q3: 2,421 shares 2,421$237K0.23%-57Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,378 shares; 2025Q1: not reported; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares 1,832$217K0.21%0Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,900 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares 1,840$205K0.2%0Timeline
TNGYTORTOISE CAPITAL SERIES TRUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,136 shares; 2025Q3: 22,136 shares 22,136$201K0.2%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VYMVANGUARD WHITEHALL FDS1,624$216Kshares
VMBSVANGUARD SCOTTSDALE FDS4,353$202Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002052590-25-000005 base2025-11-14acceptance time not in the bulk data set