McCarley & Cook Financial Planners has filed its 13F-HR, revealing a total of $110.79 million in assets under management as of December 31, 2025. This filing is significant as it highlights the firm's investment strategy and portfolio diversification, which includes major companies such as Amazon and Johnson & Johnson.
The 13F-HR filing is a quarterly report that institutional investment managers are required to submit to the SEC, detailing their holdings. This update is crucial for understanding the firm's investment approach and how it positions itself in the financial planning industry.
Background
McCarley & Cook Financial Planners is a financial planning firm based in Cincinnati, Ohio. The company is categorized under the Other entity type and operates without a publicly traded ticker. The firm has been active in filing with the SEC, with its most recent filings indicating a strong commitment to transparency and regulatory compliance.
What the Filing Says
According to the recent filing, McCarley & Cook Financial Planners reported a total of 294 entries in its holdings, with a total value of $110,792,682. The filing also includes a diverse range of investments, showcasing a strategic approach to asset management.
Impact
This filing may affect various stakeholders, including clients, competitors, and the broader financial planning industry. Clients can gain insights into the firm's investment strategies, while competitors may analyze the reported holdings to adjust their own strategies in response to market trends.
What's Next
The filing does not specify what happens next for McCarley & Cook Financial Planners. However, continued monitoring of their future filings will provide further insights into their investment strategies and portfolio adjustments.