ASSET PLANNING SERVICES INC /LA/ /ADV
ASSET PLANNING SERVICES INC /LA/ /ADV reported 36 positions worth $235.6K as of June 30, 2026 (13F filed July 28, 2026). Largest holding: NVDA (19.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $44.9K | 19.05% | 224,278 | — | — | |
| ▸ 2 | MSFT | SH | $16.8K | 7.14% | 45,118 | — | — | |
| ▸ 3 | JPM | SH | $12.5K | 5.30% | 38,172 | — | — | |
| ▸ 4 | GOOGL | SH | $12.4K | 5.28% | 34,835 | — | — | |
| ▸ 5 | CSCO | SH | $11.2K | 4.77% | 95,697 | — | — | |
| ▸ 6 | RTX | SH | $10.3K | 4.37% | 54,275 | — | — | |
| ▸ 7 | WMT | SH | $10.0K | 4.23% | 88,060 | — | — | |
| ▸ 8 | AMZN | SH | $9.2K | 3.92% | 38,720 | — | — | |
| ▸ 9 | TXN | SH | $9.2K | 3.91% | 30,910 | — | — | |
| ▸ 10 | JNJ | SH | $8.8K | 3.74% | 34,679 | — | — |
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Frequently Asked Questions
What stocks does ASSET PLANNING SERVICES INC /LA/ /ADV hold as of Q2 2026?
ASSET PLANNING SERVICES INC /LA/ /ADV reported 36 positions worth $235.6K in its Q2 2026 13F filing. Largest positions: NVDA (19.0%), MSFT (7.1%), JPM (5.3%), GOOGL (5.3%) and CSCO (4.8%).
What did ASSET PLANNING SERVICES INC /LA/ /ADV buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ASSET PLANNING SERVICES INC /LA/ /ADV sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.