0001854428-26-000003.txt : 20260424 0001854428-26-000003.hdr.sgml : 20260424 20260424114717 ACCESSION NUMBER: 0001854428-26-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260424 DATE AS OF CHANGE: 20260424 EFFECTIVENESS DATE: 20260424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CFC Planning Co LLC CENTRAL INDEX KEY: 0001854428 ORGANIZATION NAME: EIN: 851291244 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24673 FILM NUMBER: 26891548 BUSINESS ADDRESS: STREET 1: 7800 E. 236TH STREET CITY: CICERO STATE: IN ZIP: 46034 BUSINESS PHONE: 3179847693 MAIL ADDRESS: STREET 1: 7800 E. 236TH STREET CITY: CICERO STATE: IN ZIP: 46034 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001854428 XXXXXXXX 03-31-2026 03-31-2026 false CFC Planning Co LLC

7800 E. 236TH STREET CICERO IN 46034

13F HOLDINGS REPORT 028-24673 N Christian McGill (317) 984-7693 /s/Christian McGill Cicero IN 04-24-2026 0 72 140142824 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE INC COM 00724F101 246240 1013 SH SOLE 0 0 1013 ADVANCED MICRO DEVICES INC COM 007903107 1096691 5391 SH SOLE 0 0 5391 ALBERTSONS COS INC COMMON STOCK 013091103 178767 10491 SH SOLE 0 0 10491 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 200952 4329 SH SOLE 0 0 4329 ALLIANT ENERGY CORP COM 018802108 246567 3436 SH SOLE 0 0 3436 ALPHABET INC CAP STK CL A 02079K305 270310 940 SH SOLE 0 0 940 ALTRIA GROUP INC COM 02209S103 4162739 63081 SH SOLE 0 0 63081 AMAZON COM INC COM 023135106 227014 1090 SH SOLE 0 0 1090 AMERICAN EXPRESS CO COM 025816109 5182865 17134 SH SOLE 0 0 17134 AMGEN INC COM 031162100 951754 2705 SH SOLE 0 0 2705 APPLE INC COM 037833100 13029109 51337 SH SOLE 0 0 51337 ARGAN INC COM 04010E109 223307 410 SH SOLE 0 0 410 AUTODESK INC COM 052769106 1072751 4481 SH SOLE 0 0 4481 BRIGHT HORIZONS FAM SOL IN D COM 109194100 214688 2614 SH SOLE 0 0 2614 CATERPILLAR INC COM 149123101 733256 1035 SH SOLE 0 0 1035 CIENA CORP COM NEW 171779309 285349 735 SH SOLE 0 0 735 CISCO SYS INC COM 17275R102 8542576 110098 SH SOLE 0 0 110098 COCA COLA CO COM 191216100 4090344 53784 SH SOLE 0 0 53784 CONOCOPHILLIPS COM 20825C104 4180308 31669 SH SOLE 0 0 31669 DISNEY WALT CO COM 254687106 5244710 54417 SH SOLE 0 0 54417 ELI LILLY & CO COM 532457108 1525152 1658 SH SOLE 0 0 1658 EOG RES INC COM 26875P101 3361108 23249 SH SOLE 0 0 23249 EPAM SYS INC COM 29414B104 273102 2017 SH SOLE 0 0 2017 FIRST TR EXCHANGE-TRADED FD SHS 33734H106 229365 4877 SH SOLE 0 0 4877 FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 33740F854 831679 19096 SH SOLE 0 0 19096 FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 33740U406 1003163 22655 SH SOLE 0 0 22655 FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 33740U802 837239 21055 SH SOLE 0 0 21055 FIRST TR EXCHNG TRADED FD VI FT VEST US 33740F771 297247 6275 SH SOLE 0 0 6275 FORTINET INC COM 34959E109 1080420 13221 SH SOLE 0 0 13221 GERMAN AMERN BANCORP INC COM 373865104 791126 18931 SH SOLE 0 0 18931 HEWLETT PACKARD ENTERPRISE C COM 42824C109 271291 11394 SH SOLE 0 0 11394 HOME DEPOT INC COM 437076102 297487 904 SH SOLE 0 0 904 IDEXX LABS INC COM 45168D104 910262 1620 SH SOLE 0 0 1620 INTERNATIONAL BUSINESS MACHS COM 459200101 3106290 12815 SH SOLE 0 0 12815 JOHNSON & JOHNSON COM 478160104 4738923 19386 SH SOLE 0 0 19386 JPMORGAN CHASE & CO COM 46625H100 2672533 9085 SH SOLE 0 0 9085 LAM RESEARCH CORP COM NEW 512807306 252760 1183 SH SOLE 0 0 1183 MERCK & CO INC COM 58933Y105 3021083 25115 SH SOLE 0 0 25115 MERITAGE HOMES CORP COM 59001A102 218419 3532 SH SOLE 0 0 3532 META PLATFORMS INC CL A 30303M102 1017254 1778 SH SOLE 0 0 1778 MICRON TECHNOLOGY INC COM 595112103 1030750 3051 SH SOLE 0 0 3051 MICROSOFT CORP COM 594918104 581210 1570 SH SOLE 0 0 1570 MONSTER BEVERAGE CORP NEW COM 61174X109 932198 12865 SH SOLE 0 0 12865 NORTHERN LTS FD TR IV MAIN SECTR ROTN 66538H591 2521162 41748 SH SOLE 0 0 41748 NVIDIA CORPORATION COM 67066G104 1585773 9092 SH SOLE 0 0 9092 ONDAS INC COM NEW 68236H204 158173 17497 SH SOLE 0 0 17497 PHILIP MORRIS INTL INC COM 718172109 4942092 29890 SH SOLE 0 0 29890 PROSHARES TR S&P 500 DV ARIST 74348A467 644753 6082 SH SOLE 0 0 6082 QUALCOMM INC COM 747525103 232448 1805 SH SOLE 0 0 1805 SALESFORCE INC COM 79466L302 2562985 13730 SH SOLE 0 0 13730 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1104458 37980 SH SOLE 0 0 37980 SELECT SECTOR SPDR TR STATE STREET COM 81369Y852 2022641 18245 SH SOLE 0 0 18245 SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 222068 3625 SH SOLE 0 0 3625 SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 2122367 42989 SH SOLE 0 0 42989 SELECT SECTOR SPDR TR STATE STREET IND 81369Y704 2329074 14401 SH SOLE 0 0 14401 SELECT SECTOR SPDR TR STATE STREET MAT 81369Y100 2235558 44738 SH SOLE 0 0 44738 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 2152316 16195 SH SOLE 0 0 16195 SOUTHERN COPPER CORP COM 84265V105 6232013 36220 SH SOLE 0 0 36220 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2495682 3837 SH SOLE 0 0 3837 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1560816 2400 SH Put SOLE 0 0 2400 T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 242416 5487 SH SOLE 0 0 5487 TEXAS INSTRS INC COM 882508104 3514322 18102 SH SOLE 0 0 18102 UBIQUITI INC COM 90353W103 257635 326 SH SOLE 0 0 326 UNITED PARCEL SVCS INC CL B 911312106 2031252 20647 SH SOLE 0 0 20647 UNITEDHEALTH GROUP INC COM 91324P102 4060203 15005 SH SOLE 0 0 15005 VANGUARD INDEX FDS MID CAP ETF 922908629 1245500 4337 SH SOLE 0 0 4337 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4770819 7983 SH SOLE 0 0 7983 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 1341367 9254 SH SOLE 0 0 9254 VERIZON COMMUNICATIONS INC COM 92343V104 4395311 87556 SH SOLE 0 0 87556 VISA INC COM CL A 92826C839 2998597 9921 SH SOLE 0 0 9921 WESTERN DIGITAL CORP COM 958102105 252908 935 SH SOLE 0 0 935 WORKDAY INC CL A 98138H101 247757 1907 SH SOLE 0 0 1907