§ 13F · FUND PROFILE
ASSET PLANNING SERVICES INC /LA/ /ADV.
AUM · $236K (13F)Positions · 36Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp | 224K | $45K | 19.0% | −4% |
| 2 | MSFT | Microsoft | 45K | $17K | 7.1% | −3% |
| 3 | JPM | JP Morgan Chase | 38K | $12K | 5.3% | −4% |
| 4 | GOOGL | Alphabet Inc. | 35K | $12K | 5.3% | −6% |
| 5 | CSCO | Cisco Systems | 96K | $11K | 4.8% | −7% |
| 6 | RTX | RTX Corporation | 54K | $10K | 4.4% | −5% |
| 7 | WMT | Wal Mart Stores Inc | 88K | $10K | 4.2% | −5% |
| 8 | AMZN | Amazon Com Inc | 39K | $9K | 3.9% | −5% |
| 9 | TXN | Texas Instruments Inc | 31K | $9K | 3.9% | −5% |
| 10 | JNJ | Johnson & Johnson | 35K | $9K | 3.7% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ASSET SIGNAL
AC read
ASSET PLANNING SERVICES INC /LA/ /ADV is a Other fund managing $236 thousand in assets. The fund runs a portfolio of 36 positions.
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