Mark Sheptoff Financial Planning, LLC holds a focused book of 481 stocks worth $208.9M as of Q3 2025 (disclosed Nov 13, 2025, a ~44-day 13F lag). This quarter they opened Kiniksa Pharmaceuticals Inte and trimmed Microsoft Corp. Their largest long position is Microsoft Corp at 12% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+16.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.5 points over this window.
Growth of $10,000 cloning Mark Sheptoff Financial Planning, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Mark Sheptoff Financial Planning, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $455.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $444.3B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $282.8B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $216.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $135.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $121.7B |
| UBS Group AG | 80 / 80 | $118.5B |
| LPL Financial LLC | 80 / 80 | $60.9B |
Ranked by how many of Mark Sheptoff Financial Planning, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp OM | $25.2M | 48.6K | 12.0% | ▼−0.1% Reduced · −61 sh | |
| 2 | NextEra Energy Inc OM | $13.8M | 183.2K | 6.6% | ▼−0.9% Reduced · −2K sh | |
| 3 | Palantir Technologies Inc L A | $13.3M | 73.1K | 6.4% | ▼−0.1% Reduced · −100 sh | |
| 4 | Apple Inc OM | $11.9M | 46.7K | 5.7% | ▲+0.1% Added · +50 sh | |
| 5 | Veeva Sys Inc L A COM | $7.9M | 26.7K | 3.8% | —Held | |
| 6 | Celestica Inc OM | $7.7M | 31.1K | 3.7% | ▲+0.1% Added · +32 sh | |
| 7 | Tesla Inc OM | $7.2M | 16.2K | 3.4% | ▼−3.4% Reduced · −570 sh | |
| 8 | RTX Corporation OM | $6.8M | 40.5K | 3.2% | ▲+2.7% Added · +1K sh | |
| 9 | Johnson & Johnson OM | $6.6M | 35.5K | 3.1% | ▲+0.9% Added · +327 sh | |
| 10 | Pepsico Inc OM | $5.9M | 42.3K | 2.8% | ▼−3.9% Reduced · −2K sh | |
| 11 | Abbvie Inc OM | $5.9M | 25.4K | 2.8% | ▲~0% Added · +2 sh | |
| 12 | Abbott Labs OM | $5.7M | 42.5K | 2.7% | ▼−0.2% Reduced · −79 sh | |
| 13 | Vertex Pharmaceuticals Inc OM | $4.2M | 10.8K | 2.0% | —Held | |
| 14 | Unitedhealth Group Inc OM | $3.9M | 11.2K | 1.8% | ▲+14% Added · +1K sh | |
| 15 | Berkshire Hathaway Inc Del L B NEW | $3.6M | 7.2K | 1.7% | ▲+0.3% Added · +20 sh | |
| 16 | Nvidia Corporation OM | $3.1M | 16.8K | 1.5% | ▼−16% Reduced · −3K sh | |
| 17 | Visa Inc OM CL A | $2.9M | 8.5K | 1.4% | ▲+0.2% Added · +20 sh | |
| 18 | Costco WHSL Corp New OM | $2.8M | 3.0K | 1.3% | ▼−0.1% Reduced · −2 sh | |
| 19 | General Dynamics Corp OM | $2.7M | 7.9K | 1.3% | —Held | |
| 20 | Kratos Defense & Sec Solutio OM NEW | $2.6M | 29.0K | 1.3% | ▲+1.4% Added · +400 sh | |
| 21 | First TR Exchange Traded FD ASDAQ CYB ETF | $2.6M | 34.7K | 1.3% | ▲+34% Added · +9K sh | |
| 22 | Invesco Exchange Traded FD T &P500 EQL WGT | $2.6M | 13.5K | 1.2% | ▲+25% Added · +3K sh | |
| 23 | Coca Cola Co OM | $1.9M | 28.8K | 0.9% | ▼~0% Reduced · −9 sh | |
| 24 | Ishares TR YBERSECURITY | $1.7M | 32.2K | 0.8% | ▲+15% Added · +4K sh | |
| 25 | BlackRock ETF Trust SHARES A I INNO | $1.5M | 45.3K | 0.7% | ▲+183% Added · +29K sh | |
| 26 | Vanguard Whitehall FDS IGH DIV YLD | $1.5M | 10.5K | 0.7% | ▲+1.4% Added · +150 sh | |
| 27 | Mondelez Intl Inc L A | $1.5M | 23.6K | 0.7% | ▼−25% Reduced · −8K sh | |
| 28 | Home Depot Inc OM | $1.4M | 3.5K | 0.7% | —Held | |
| 29 | American WTR WKS Co Inc New OM | $1.4M | 9.9K | 0.7% | ▼−4.8% Reduced · −500 sh | |
| 30 | Amazon Com Inc OM | $1.2M | 5.5K | 0.6% | ▼−23% Reduced · −2K sh | |
| 31 | American Elec PWR Co Inc OM | $1.1M | 9.6K | 0.5% | ▲+2.7% Added · +250 sh | |
| 32 | Direxion SHS ETF TR LY FIN BULL NEW | $1.1M | 6.0K | 0.5% | —Held | |
| 33 | Blackstone Inc OM | $1.1M | 6.2K | 0.5% | —Held | |
| 34 | Hartford Insurance Group Inc OM | $1.0M | 7.8K | 0.5% | ▼−2.5% Reduced · −200 sh | |
| 35 | Timken Co OM | $919K | 12.5K | 0.4% | —Held | |
| 36 | Procter And Gamble Co OM | $897K | 5.8K | 0.4% | ▼−0.8% Reduced · −50 sh | |
| 37 | SPDR S&P 500 ETF TR R UNIT | $873K | 1.3K | 0.4% | —Held | |
| 38 | Lockheed Martin Corp OM | $833K | 1.7K | 0.4% | ▼−35% Reduced · −880 sh | |
| 39 | Smucker J M Co OM NEW | $789K | 7.3K | 0.4% | ▼−1.4% Reduced · −100 sh | |
| 40 | Vanguard Specialized Funds IV APP ETF | $766K | 3.5K | 0.4% | —Held | |
| 41 | Toro Co OM | $761K | 10.0K | 0.4% | —Held | |
| 42 | Quanta Svcs Inc OM | $746K | 1.8K | 0.4% | —Held | |
| 43 | Credo Technology Group Holdi RDINARY SHARES | $735K | 5.0K | 0.4% | ▲34× Added · +5K sh | |
| 44 | Texas Instrs Inc OM | $686K | 3.7K | 0.3% | ▼−0.3% Reduced · −10 sh | |
| 45 | Ryan Specialty Holdings Inc L A | $652K | 11.6K | 0.3% | ▼−61% Reduced · −18K sh | |
| 46 | Oreilly Automotive Inc OM | $647K | 6.0K | 0.3% | —Held | |
| 47 | Honeywell Intl Inc OM | $639K | 3.0K | 0.3% | —Held | |
| 48 | Novartis AG PONSORED ADR | $630K | 4.9K | 0.3% | ▼−1.1% Reduced · −57 sh | |
| 49 | Kiniksa Pharmaceuticals Intl RD SHS CL A | $625K | 16.1K | 0.3% | ▲New New position | |
| 50 | Ishares TR ORE S&P500 ETF | $610K | 912 | 0.3% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1607355/holdings"
Use Arkolith to show MARK SHEPTOFF FINANCIAL PLANNING, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.