SEC 13F Intelligence

Vested Financial Planning, LLC / AAPL

Vested Financial Planning, LLC’s Apple Inc Position

Does Vested Financial Planning, LLC own Apple Inc (AAPL)? Yes — 9.7K shares worth $2M (+1.87% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
9.7K
% of Portfolio
+1.87%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.7K$2M+1.87%
Q4 20259.7K$3M+2.02%
Q3 20259.7K$2M+2.00%
Q2 202510.7K$2M+1.95%
Q1 202510.7K$2M+2.37%
Q4 202411.0K$3M+2.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vested Financial Planning, LLC’s full portfolio or all institutional holders of AAPL.