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DOSSIER · 13F-HR · Q1 2026

ASSET PLANNING SERVICES INC /LA/ /ADV

$228M in tracked AUM across 35 positions as of Q1 2026.

AP
CIK 0000811407 · last filed Mar 31, 2026
Total AUM
$228M
as of Q1 2026
Holdings
35
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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