CFC Planning Co LLC ETF holdings
Cicero, IN
Reported $32.7M in 20 ETFs in its Form 13F for June 30, 2026.
ETF value
$32.7M
ETFs held
20
Change from prior quarter
+14.1%
With price moves
ETFs as a share of its 13F
19.3%
of $169.2M
Top 10 of 20 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $5.9M | 8,592 | +609 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $3.0M | 15,783 | −412 shares |
| SECT | Main Sector Rotation ETF | $3.0M | 41,100 | −648 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $2.8M | 15,139 | +738 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $2.8M | 3,725 | −112 shares |
| XLP | State Street Consumer Staples Select Sector SPDR ETF | $2.7M | 32,094 | New position |
| XLE | State Street Energy Select Sector SPDR ETF | $2.5M | 47,368 | +43,743 shares |
| MGV | Vanguard Morningstar Mega Cap Value ETF | $1.6M | 10,024 | +770 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $1.5M | 18,992 | +14,655 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $1.5M | 41,485 | +3,505 shares |
10 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001854428. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does CFC Planning Co LLC own?
CFC Planning Co LLC reported 20 ETF positions worth $32.7M in its Form 13F for June 30, 2026. The largest was VOO, at $5.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.