Asset Planning Services Inc /La/
Asset Planning Services Inc /La/ reported 36 holdings worth US$245K as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 15, 2026
Asset Planning Services Inc /La/ reported 36 holdings worth US$245K as of Sep 30, 2026. Largest: Nvidia Corporation, Microsoft Corp. and Jp Morgan Chase & Co. Filed Oct 15, 2026 (Form 13F).
- Holdings
- 36
- Value as reported
- US$245K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 223K | US$50.9M | 20790.2% |
| Microsoft Corp. | 45,038 | US$23.1M | 9432.4% |
| Jp Morgan Chase & Co. | 38,047 | US$12.6M | 5139.9% |
| Alphabet Inc (google) Class C | 34,595 | US$11.9M | 4860.6% |
| Cisco Systems, Inc. | 93,942 | US$10.1M | 4128.8% |
| Rtx Corporation | 53,860 | US$10M | 4083.1% |
| Amazon.com, Inc. | 38,238 | US$9.53M | 3889.9% |
| Walmart Inc. | 87,295 | US$9.07M | 3704.5% |
| Johnson & Johnson | 34,269 | US$9.07M | 3704.5% |
| Philip Morris International Inc | 46,040 | US$8.79M | 3587.3% |
| Texas Instruments Incorporated | 30,450 | US$8.53M | 3482.8% |
| Chevron Corporation | 40,384 | US$8.25M | 3367.6% |
| Welltower Inc. | 33,210 | US$7.65M | 3122.2% |
| Lockheed Martin Corporation | 14,350 | US$7.31M | 2984.2% |
| Bank Of America Corporation | 118K | US$6.43M | 2626.9% |
| Schwab U.S. Large-Cap ETF | 184K | US$5.53M | 2256.5% |
| Northrop Grumman Corporation | 11,110 | US$5.37M | 2193.2% |
| Home Depot, Inc. (the) | 17,568 | US$5M | 2040.9% |
| L3harris Technologies, Inc. | 20,405 | US$4.83M | 1972.7% |
| Enterprise Products Partners L.p. | 114K | US$4.05M | 1652.6% |
| Space Exploration Technologies Corp | 21,240 | US$3.2M | 1308.3% |
| Schwab U.S. Small-Cap ETF | 29,915 | US$976K | 398.5% |
| Berkshire Hathaway Inc. | 1,815 | US$904K | 369.1% |
| Invesco QQQ Trust | 1,213 | US$897K | 366.3% |
| Procter & Gamble Company (the) | 5,844 | US$849K | 346.7% |
| Vanguard Information Technology ETF | 5,546 | US$697K | 284.6% |
| Schwab U.S. Mid-Cap ETF | 18,641 | US$634K | 258.9% |
| State Street SPDR S&P 500 ETF | 799 | US$609K | 248.7% |
| State Street Technology Select Sector SPDR ETF | 3,100 | US$607K | 247.9% |
| VanEck Semiconductor ETF | 777 | US$473K | 193.1% |
| Apple Inc | 1,412 | US$470K | 191.9% |
| Business First Bancshares, Inc. | 10,000 | US$301K | 122.9% |
| Navitas Semiconductor Corporation | 25,284 | US$293K | 119.6% |
Source
Download original · View original at SEC
Related