McCarley & Cook Financial Planners has recently disclosed its investment holdings, reporting a total value of approximately $131.9 million as of September 30, 2026. This filing is significant as it reflects the company's ongoing investment strategy and commitment to transparency in its financial practices.
The firm, based in Cincinnati, Ohio, specializes in financial planning and asset management. It operates under the Central Index Key (CIK) 0002159252 and has been actively engaged in managing assets for its clients. The latest filing, submitted on October 21, 2026, is part of a series of 13F-HR filings that detail the firm’s investment positions.
What the Filing Says
The recent filing indicates that McCarley & Cook Financial Planners holds a diversified portfolio, with significant investments in major companies. Notable holdings include:
- Amazon Inc. - valued at $62,038
- Procter And Gamble Co. - valued at $2,925,668
- Johnson & Johnson - valued at $14,561
- Coca Cola Co. - valued at $89,093
- Microsoft Corp. - valued at $331,846
Overall, the filing shows a total of 275 entries, reflecting a diverse range of investments across various sectors.
Impact
This update may have implications for clients and competitors in the financial planning industry. By revealing its holdings, McCarley & Cook Financial Planners demonstrates a commitment to transparency, which could enhance client trust and attract new business. Competitors may also feel pressure to disclose their investment strategies more openly to remain competitive in the market.
What's Next
Details were not available in the SEC filing regarding future actions or changes in strategy following this report. However, the firm may continue to adjust its portfolio based on market conditions and client needs.
This filing, accession number 0002159252-26-000006, provides valuable insights into McCarley & Cook Financial Planners' investment strategies and highlights the importance of transparency in the financial planning industry.