McCarley & Cook Financial Planners has disclosed its latest investment holdings in a recent SEC filing, revealing a total portfolio value of approximately $128.9 million as of June 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions within the financial planning sector.

The firm, based in Cincinnati, Ohio, operates under the Central Index Key (CIK) 0002159252 and is categorized as an investment advisor. The recent filing, dated October 21, 2026, is a 13F-HR report, which details the firm's equity holdings and investment strategies.

Background

Founded in Ohio, McCarley & Cook Financial Planners specializes in financial planning and investment management. The firm is registered with the SEC and has been active in managing assets for its clients. The latest filing reflects its ongoing commitment to transparency and regulatory compliance.

What the Filing Says

The filing indicates that McCarley & Cook Financial Planners holds a total of 262 positions, with a combined value of $128,900,381. The firm has made significant investments in well-known companies, including:

  • Amazon Inc. - $59,347
  • Procter And Gamble Co. - $3,785,224
  • Johnson & Johnson - $13,968
  • Goldman Sachs Group Inc. - $5,057
  • Alphabet Inc. Class A - $469,584

These investments reflect a diverse portfolio strategy, emphasizing both growth and stability.

Impact

This filing may influence various stakeholders, including clients of McCarley & Cook Financial Planners, as it showcases the firm’s strategic investment choices. Additionally, it highlights trends within the financial planning industry, where firms are increasingly focusing on major tech and consumer goods companies.

What's Next

The filing does not specify what actions will follow this disclosure, but it indicates that McCarley & Cook Financial Planners will continue to monitor and adjust its investment strategies in response to market conditions.

For further details, the filing can be accessed through the SEC’s EDGAR database under accession number 0002159252-26-000004.