CFC Planning Co LLC — 13F holdings

CFC Planning Co LLC reported 71 holdings worth $171M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. AAPL APPLE INC — $16.8M (9.8%)
2. CSCO CISCO SYS INC — $13.2M (7.7%)
3. SCCO SOUTHERN COPPER CORP — $7.29M (4.3%)
4. UNH UNITEDHEALTH GROUP INC — $6.78M (4.0%)
5. VOO VANGUARD INDEX FDS — $5.90M (3.5%)
6. PM PHILIP MORRIS INTL INC — $5.73M (3.4%)
7. AXP AMERICAN EXPRESS CO — $5.55M (3.2%)
8. DIS DISNEY WALT CO — $5.38M (3.1%)
9. TXN TEXAS INSTRS INC — $5.31M (3.1%)
10. JNJ JOHNSON & JOHNSON — $4.93M (2.9%)