account_balance
Investment manager · 13F filer · SEC CIK 811407
Asset Planning Services Inc
Reported value$245Mas of Sep 30, 2026
Positions36 0 new, 0 sold out
Top 10 weight63.3%NVDA alone is 21%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
20.8%
MSFTMicrosoft Corp
9.4%
JPMJPMorgan Chase & Co
5.1%
GOOGLAlphabet Inc.
4.9%
CSCOCisco Systems, Inc.
4.1%
RTXRTX Corp
4.1%
AMZNAmazon.com Inc
3.9%
JNJJohnson & Johnson
3.7%
WMTWalmart Inc.
3.7%
PMPhilip Morris International Inc.
3.6%
TXNTexas Instruments Inc
3.5%
CVXChevron Corp
3.4%
NVDANVIDIA Corp
20.8%
MSFTMicrosoft Corp
9.4%
JPMJPMorgan Chase & Co
5.1%
GOOGLAlphabet Inc.
4.9%
CSCOCisco Systems, Inc.
4.1%
RTXRTX Corp
4.1%
AMZN3.9%JNJ3.7%WMT3.7%PM3.6%TXN3.5%CVX3.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 20.8% HeldMSFT Microsoft Corp 9.4% HeldJPM JPMorgan Chase & Co 5.1% HeldGOOGL Alphabet Inc. 4.9% HeldCSCO Cisco Systems, Inc. 4.1% HeldRTX RTX Corp 4.1% HeldAMZN Amazon.com Inc 3.9% HeldJNJ Johnson & Johnson 3.7% HeldWMT Walmart Inc. 3.7% HeldPM Philip Morris International Inc. 3.6% HeldTXN Texas Instruments Inc 3.5% HeldCVX Chevron Corp 3.4% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- QQQ +3%
arrow_downwardTrimmed
- VGT −4%
- LHX −2%
remove_circleSold out
None
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