13F Filings History of CFC Planning Co LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$129,983,532
Signature - Title
Christian McGill - Chief Compliance Officer
Location
Cicero, IN
Summary
This page shows a list of all the recent 13F filings made by CFC Planning Co LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CFC Planning Co LLC reported 71 stock holdings with total value $129,983,532 as of Q4 2025. Top holdings included AAPL, CSCO, AXP, DIS, and SCCO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 71 $129,983,532 +$18,018,899 -$9,884,442 +$8,134,457 AAPL, CSCO, AXP, DIS, SCCO 13F-HR 30 Jan 2026, 11:08
Q3 2025 86 $118,981,313 +$32,211,153 -$20,495,912 +$11,715,241 AAPL, CSCO, AXP, DIS, UNH 13F-HR 29 Oct 2025, 09:20
Q2 2025 81 $103,540,891 +$22,540,718 -$16,530,516 +$6,010,202 AAPL, CSCO, DIS, AXP, NKE 13F-HR 12 Aug 2025, 10:37
Q1 2025 74 $91,510,078 $0 $0 $0 AAPL, TRV, DIS, AXP, NKE New Holdings 23 Sep 2025, 16:06
Q1 2025 74 $91,510,078 +$17,759,711 -$18,170,139 -$410,428 AAPL, TRV, DIS, AXP, NKE 13F-HR 30 Apr 2025, 16:11
Q4 2024 61 $93,370,379 $0 $0 $0 AAPL, DIS, AXP, NKE, TRV 13F-HR 30 Jan 2025, 09:07