Holdings
Investments & Financial Planning, LLC
As of Jun 30, 2026, Investments & Financial Planning, LLC reported 12 positions worth US$11.2M. Largest: Nvidia Corporation, Tesla, Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 24,848 | US$4.97M | +41 | Jun 30, 2026 |
| Tesla, Inc. | 5,634 | US$2.37M | +52 | Jun 30, 2026 |
| Microsoft Corp. | 1,955 | US$729K | +145 | Jun 30, 2026 |
| Apple Inc | 2,404 | US$696K | +30 | Jun 30, 2026 |
| Stock Yards Bancorp, Inc. | 6,719 | US$514K | −3,263 | Jun 30, 2026 |
| Amazon.com, Inc. | 2,053 | US$489K | −20 | Jun 30, 2026 |
| Micron Technology, Inc. | 266 | US$307K | new | Jun 30, 2026 |
| Asml Holding Nv | 127 | US$252K | −29 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 500 | US$239K | new | Jun 30, 2026 |
| Boeing Company (the) | 1,056 | US$229K | no change | Jun 30, 2026 |