StockDriftsStockDriftsTop 34 Asset Planning Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corp | 19.05% | 224.3K | $44.9M | -3.89%(-9.09K) | $13.81(+1537.35%) | 2026-06-30 | |
| MSFT | Microsoft | 7.14% | 45.1K | $16.8M | -2.54%(-1.18K) | $64.17(+657.42%) | 2026-06-30 | |
| JPM | JP Morgan Chase | 5.3% | 38.2K | $12.5M | -4.17%(-1.66K) | $103.33(+252.98%) | 2026-06-30 | |
| GOOGL | Alphabet Inc. | 5.28% | 34.8K | $12.4M | -5.70%(-2.10K) | $139.76(+146.65%) | 2026-06-30 | |
| CSCO | Cisco Systems | 4.77% | 95.7K | $11.2M | -7.16%(-7.38K) | $40.22(+182.32%) | 2026-06-30 | |
| RTX | RTX Corporation | 4.37% | 54.3K | $10.3M | -4.85%(-2.77K) | $77.83(+187.26%) | 2026-06-30 | |
| WMT | Wal Mart Stores Inc | 4.23% | 88.1K | $10.0M | -5.14%(-4.77K) | $47.47(+142.07%) | 2026-06-30 | |
| AMZN | Amazon Com Inc | 3.92% | 38.7K | $9.2M | -4.92%(-2.00K) | $100.36(+161.58%) | 2026-06-30 | |
| TXN | Texas Instruments Inc | 3.91% | 30.9K | $9.2M | -4.57%(-1.48K) | $72.98(+288.61%) | 2026-06-30 | |
| JNJ | Johnson & Johnson | 3.74% | 34.7K | $8.8M | -5.88%(-2.17K) | $123.49(+110.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.82% | +76.35% | +11.88% | +75.27% |
| Top 20 Holdings Unweighted | +19.43% | +70.36% | +11.19% | +69.99% |
Asset Planning Services INC reports $235.61M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (19.1%), MSFT (7.1%) and JPM (5.3%). The top 20 holdings account for 90.04% of reported assets. Its disclosed equity book has returned +76.35% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Asset Planning Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 811407). View Asset Planning Services INC’s 13F filings on SEC