ASSET PLANNING SERVICES INC /LA/ /ADV
All 13F Filings
- Location
- Covington, LA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 235,611
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 36 | 235,611 | 13F-HR | ASSET PLANNING SERVICES INC /LA/ /ADV |
| Q1 2026 | 4/21/2026 | 35 | 228,057 | 13F-HR | ASSET PLANNING SERVICES INC /LA/ /ADV |
| Q4 2025 | 1/16/2026 | 35 | 226,358 | 13F-HR | ASSET PLANNING SERVICES INC /LA/ /ADV |
| Q3 2025 | 10/16/2025 | 35 | 237,332 | 13F-HR | ASSET PLANNING SERVICES INC /LA/ /ADV |
| Q2 2025 | 7/22/2025 | 34 | 217,495 | 13F-HR | ASSET PLANNING SERVICES INC /LA/ /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 225.8 K | 95.8% | 5.961 K | 0 | 5.961 K |
| ETFs | 9.789 K | 4.2% | 1.593 K | 0 | 1.593 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
235,611
Holdings
36
QoQ value change ($000)
7,554
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.