INVESTMENTS & FINANCIAL PLANNING, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 24K | $4.53M |
 | TSLA | 6K | $2.50M |
 | AAPL | 3K | $809.02K |
 | SCHW | 3K | $249.78K |
 | DIS | 2K | $219.66K |
 | AMZN | 2K | $429.09K |
 | BA | 1K | $258.59K |
 | GOOGL | 707 | $221.21K |
 | UNH | 642 | $212.00K |
 | MSFT | 633 | $306.02K |
NVIDIA Corporation
NVDA
Shares Held
24K
Value
$4.53M
Tesla, Inc.
TSLA
Shares Held
6K
Value
$2.50M
Apple Inc.
AAPL
Shares Held
3K
Value
$809.02K
The Charles Schwab Corporation
SCHW
Shares Held
3K
Value
$249.78K
The Walt Disney Company
DIS
Shares Held
2K
Value
$219.66K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$429.09K
The Boeing Company
BA
Shares Held
1K
Value
$258.59K
Alphabet Inc.
GOOGL
Shares Held
707
Value
$221.21K
UnitedHealth Group Incorporated
UNH
Shares Held
642
Value
$212.00K
Microsoft Corporation
MSFT
Shares Held
633
Value
$306.02K