Stock Taper 
ASSET PLANNING,INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 California Water Service Group | CWT | 4.5K | $218.93K |
 Chubb Limited | CB | 4.4K | $1.5M |
 Robinhood Markets, Inc. | HOOD | 4.27K | $428.2K |
 Walmart Inc. | WMT | 3.92K | $444.34K |
 BCE Inc. | BCE | 3.54K | $76.18K |
 Duke Energy Corporation | DUK | 3.46K | $437.92K |
 Wells Fargo & Company | WFC | 3.45K | $284.75K |
 Waste Management, Inc. | WM | 3.42K | $762.13K |
 AT&T Inc. | T | 3.34K | $69.18K |
 Royal Caribbean Cruises Ltd. | RCL | 3.3K | $1.05M |
 British American Tobacco p.l.c. | BTI | 3.23K | $199.36K |
 CVS Health Corp. | CVS | 3.18K | $328.66K |
 Berkshire Hathaway Inc. | BRK-B | 3.13K | $1.56M |
 Iron Mountain Incorporated | IRM | 3K | $378.93K |
 AbbVie Inc. | ABBV | 2.98K | $749.12K |
 JPMorgan Chase & Co. | JPM | 2.83K | $925.32K |
 Rocket Companies, Inc. | RKT | 2.75K | $43.31K |
 Ventas, Inc. | VTR | 2.67K | $237.53K |
 Abbott Laboratories | ABT | 2.61K | $236.44K |
 Mastercard Incorporated | MA | 2.59K | $1.33M |