McCarley & Cook Financial Planners has recently submitted its 13F-HR report, which provides a detailed overview of its investment holdings as of March 31, 2026. This filing is significant as it reveals the company's strategic investment decisions and positions within the financial planning sector.
Founded in Cincinnati, Ohio, McCarley & Cook Financial Planners operates under the entity type of 'other' and has been active in the investment management industry. The firm is registered with the SEC under the file number 028-27241. The company has a fiscal year ending on December 31, and its recent filings include multiple 13F-HR reports, all dated October 21, 2026.
What the Filing Says
The 13F-HR report, filed under accession number 0002159252-26-000003, indicates that McCarley & Cook Financial Planners holds a total value of approximately $115.7 million in various securities. The report includes 277 entries, showcasing a diverse portfolio that includes significant stakes in well-known companies.
Among the notable investments, the firm holds shares in Amazon Inc., valued at approximately $64,980, and Johnson & Johnson, valued at around $20,533. Other significant holdings include Prudential Financial Inc. and Coca-Cola Co., reflecting a balanced approach to investment across different sectors.
Impact
This filing may impact various stakeholders, including investors and competitors in the investment management industry. Investors may look to McCarley & Cook's holdings as a benchmark for market trends, while competitors may analyze the firm's strategies to inform their own investment decisions.
What's Next
The filing does not specify what happens next, leaving stakeholders to await further updates from McCarley & Cook Financial Planners regarding any changes or developments in their investment strategy.