Investments & Financial Planning, LLC
Investments & Financial Planning, LLC reported 40 holdings worth US$211M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Investments & Financial Planning, LLC reported 40 holdings worth US$211M as of Jun 30, 2026. Largest: Nvidia Corporation, Tesla, Inc. and Microsoft Corp. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 40
- Value as reported
- US$211M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 24,848 | US$4.97M | 2.4% |
| Tesla, Inc. | 5,634 | US$2.37M | 1.1% |
| Microsoft Corp. | 1,955 | US$729K | 0.35% |
| Apple Inc | 2,404 | US$696K | 0.33% |
| Stock Yards Bancorp, Inc. | 6,719 | US$514K | 0.24% |
| Amazon.com, Inc. | 2,053 | US$489K | 0.23% |
| Micron Technology, Inc. | 266 | US$307K | 0.15% |
| Asml Holding Nv | 127 | US$252K | 0.12% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 500 | US$239K | 0.11% |
| Boeing Company (the) | 1,056 | US$229K | 0.11% |
| Caseys General Stores, Inc. | 256 | US$203K | 0.10% |
| Alphabet Inc (google) Class C | 569 | US$203K | 0.10% |
| Charles Schwab Corporation (the) | 0 | US$0 | 0.00% |