Institutions / Mark Sheptoff Financial Planning, LLC
Mark Sheptoff Financial Planning, LLC
CIK 1607355 · Institution · as of Dec 31, 2025
Portfolio value
$209.82M
Positions
507
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 507 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $23.37M | 11.1% |
| Nextera Energy Inc | $14.73M | 7.0% |
| Palantir Technologies Inc | $12.95M | 6.2% |
| Apple Inc. | $12.69M | 6.0% |
| Celestica IncCLS | $8.96M | 4.3% |
| RTX Corp | $8.12M | 3.9% |
| Johnson & Johnson | $7.37M | 3.5% |
| Tesla Inc | $7.21M | 3.4% |
| Veeva Systems Inc | $6.34M | 3.0% |
| Pepsico Inc | $5.85M | 2.8% |
| AbbVie Inc. | $5.81M | 2.8% |
| Abbott Laboratories | $5.36M | 2.6% |
| Vertex Pharmaceuticals Inc / Ma | $4.65M | 2.2% |
| Warren E. Buffett | $3.60M | 1.7% |
| Unitedhealth Group Inc | $3.05M | 1.5% |
| Invesco Exchange Traded Fd T | $3.03M | 1.4% |
| NVIDIA Corp | $3.03M | 1.4% |
| Visa Inc | $2.99M | 1.4% |
| General Dynamics Corp | $2.67M | 1.3% |
| Costco Wholesale Corp /New | $2.60M | 1.2% |
| First Tr Exchange Traded Fd | $2.48M | 1.2% |
| Coca Cola Co | $2.01M | 1.0% |
| Vanguard Whitehall Fds | $1.59M | 0.8% |
| iShares Tr | $1.55M | 0.7% |
| BlackRock ETF Trust | $1.53M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.