CFC Planning Co LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 67 distinct positions held by the firm, managed by Chief Compliance Officer N Christian McGill.
The portfolio is diversified across several sectors, with notable positions including Apple Inc., which is held in 65,803 shares, and Coca-Cola Co., held in 66,215 shares. Other major holdings include Procter & Gamble Co. with 59,215 shares, and Visa Inc. Class A with 13,305 shares.
The filing also includes significant positions in exchange-traded funds (ETFs) and technology stocks. Key holdings include NVIDIA Corporation with 34,547 shares, Texas Instruments Inc. with 18,324 shares, and UnitedHealth Group Inc. with 17,787 shares. Additionally, the firm holds shares in various ETFs such as the Vanguard S&P 500 ETF and the SPDR S&P 500 ETF Trust.
The report indicates that all positions are held as sole voting and dispositive power.
