INVESTMENTS & FINANCIAL PLANNING, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 25K | $4.33M |
 | SYBT | 10K | $661.71K |
 | TSLA | 6K | $2.08M |
 | SCHW | 3K | $236.00K |
 | AAPL | 2K | $602.42K |
 | AMZN | 2K | $431.74K |
 | MSFT | 2K | $670.17K |
 | BA | 1K | $210.18K |
 | ASML | 156 | $205.41K |
NVIDIA Corporation
NVDA
Shares Held
25K
Value
$4.33M
Stock Yards Bancorp, Inc.
SYBT
Shares Held
10K
Value
$661.71K
Tesla, Inc.
TSLA
Shares Held
6K
Value
$2.08M
The Charles Schwab Corporation
SCHW
Shares Held
3K
Value
$236.00K
Apple Inc.
AAPL
Shares Held
2K
Value
$602.42K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$431.74K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$670.17K
The Boeing Company
BA
Shares Held
1K
Value
$210.18K
ASML Holding N.V.
ASML
Shares Held
156
Value
$205.41K