§ 13F · FUND PROFILE
ASSET PLANNING SERVICES INC /LA/ /ADV.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $217.5B (13F)Positions · 34Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$226.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp | 234K | $43.7B | 19.3% | NEW |
| 2 | MSFT | Microsoft | 46K | $22.4B | 9.9% | NEW |
| 3 | JPM | JP Morgan Chase | 40K | $12.7B | 5.6% | NEW |
| 4 | GOOGL | Alphabet Inc. | 37K | $11.5B | 5.1% | NEW |
| 5 | RTX | RTX Corporation | 57K | $10.4B | 4.6% | NEW |
| 6 | WMT | Wal Mart Stores Inc | 93K | $10.3B | 4.6% | NEW |
| 7 | AMZN | Amazon Com Inc | 41K | $9.4B | 4.2% | NEW |
| 8 | BLKCHF | Blackrock Inc | 8K | $8.0B | 3.6% | NEW |
| 9 | PM | Philip Morris Intl Inc | 49K | $7.9B | 3.5% | NEW |
| 10 | CSCO | Cisco Systems | 103K | $7.9B | 3.5% | NEW |
§ 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 $217.5 trillion in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed