OFC Financial Planning, LLC has made a significant disclosure in its latest 13F filing, reporting a total investment value of approximately $116.4 million as of September 30, 2026. This filing is crucial as it provides insights into the investment strategies and holdings of the firm, which may influence investor sentiment and market trends.

Based in Short Hills, New Jersey, OFC Financial Planning, LLC operates within the financial services sector. The company focuses on providing investment advisory services, catering to a diverse clientele. The firm has filed several 13F reports recently, with the latest being on November 6, 2026, and previous filings dating back to August 5, 2026.

The recent filing indicates that OFC Financial Planning holds shares in several prominent companies. Among its investments, the firm has significant positions in major tech firms such as Apple Inc., Amazon.com Inc., and Alphabet Inc. The 13F report details 55 different holdings, reflecting a diversified investment approach.

According to the filing, the total value of the firm's holdings amounts to $116,397,249. This level of transparency allows investors and market analysts to gauge the firm's investment philosophy and market positioning. The filing was signed by Jeffrey Waters, the Chief Compliance Officer, underscoring the firm's commitment to regulatory compliance and investor communication.

The impact of this filing may extend to various stakeholders, including current and potential investors, as well as competitors in the financial advisory space. By revealing its investment strategies, OFC Financial Planning may attract interest from new clients looking for reliable financial advice and portfolio management.

Looking ahead, the filing does not specify any upcoming events or changes in strategy. However, the firm is expected to continue its practice of regular disclosures, which will provide further insights into its investment activities and market outlook.