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Ofc Financial Planning, LLC
OFC Financial Planning, LLC is a wealth management and financial planning firm headquartered in Short Hills, New Jersey. Founded in 2005 by Jeff Waters, the firm operates with a focus on fee-only financial planning and investment advice, serving individuals and families, particularly busy professionals who seek personalized, high-touch services. The team includes CFP® professionals and experienced advisory staff, and the firm emphasizes a client-centered approach to managing finances and investments.
Investment Strategy
OFC Financial Planning, LLC provides goal-based, comprehensive financial planning and diversified investment management. Their strategy focuses on constructing balanced portfolios utilizing a broad range of asset classes, including U.S. and international equities, ETFs, fixed income, and alternative investments, tailored to clients’ risk tolerance and objectives. The firm stresses personalized asset allocation, rebalancing, and efficient portfolio management aimed at long-term wealth growth and preservation for its clients.
Latest 13F Filing Activity
Ofc Financial Planning, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 55 equity positions with a total 13F market value of $94M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Microsoft Corp. among other positions. Ofc Financial Planning, LLC reduced exposure to Apple Inc., Ishares TR, Starbucks Corp. among others.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 18.02% | $17.0M | 82,745 | $250.42 | $205.17 | -$1.4M |
V VOO | VANGUARD INDEX FDS | 14.71% | $13.9M | 24,395 | $539.71 | $568.03 | +$1.7M |
I IVV | ISHARES TR | 6.40% | $6.0M | 9,703 | $588.68 | $620.90 | +$572.5K |
I ICSH | ISHARES TR | 4.38% | $4.1M | 81,274 | $50.43 | $50.71 | -$292.7K |
P PTLC | PACER FDS TR | 4.20% | $4.0M | 78,011 | $53.39 | $50.76 | +$20.7K |
Industry Allocation
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