Mark Sheptoff Financial Planning, LLC - Q42025 Holdings

Mark Sheptoff Financial Planning, LLC holds 507 stocks with a total portfolio value of $ 209.82M as of Q42025. In Q42025, Mark Sheptoff Financial Planning, LLC added 48 new positions, increased stakes in 68 stocks, reduced 52 holdings, and fully exited 22 positions. The largest holding is Microsoft Corp (MSFT), representing 11.14% of the total portfolio.