ASSET PLANNING SERVICES INC /LA/ /ADV
All 13F Filings
- Location
- Covington, LA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 226,358
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 226.4 K | 100.0% | 0 | 10.97 K | -10.97 K |
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Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
226,358
Holdings
35
QoQ value change ($000)
-10,974
(-4.6%)
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.