SEC Form 13F

CFC Planning Co LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$171,019,318
Positions71

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$16,834,28358,176
CISCO SYS INCCSCOCOM$13,185,115112,251
SOUTHERN COPPER CORPSCCOCOM$7,291,91041,845
UNITEDHEALTH GROUP INCUNHCOM$6,781,41916,316
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$5,901,4638,592
PHILIP MORRIS INTL INCPMCOM$5,734,57231,698
AMERICAN EXPRESS COAXPCOM$5,549,18516,405
DISNEY WALT CODISCOM$5,381,91555,916
TEXAS INSTRS INCTXNCOM$5,310,41517,816
JOHNSON & JOHNSONJNJCOM$4,928,50519,405

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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