SEC 13F Intelligence

Asset Planning,Inc / NVDA

Asset Planning,Inc’s Nvidia Corporation Position

Does Asset Planning,Inc own Nvidia Corporation (NVDA)? Yes — 23.3K shares worth $4M (+2.89% of its 13F portfolio) as of Q1 2026, up from 23.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
23.3K
% of Portfolio
+2.89%
Quarters Held
6
currently held

Position History NVDA

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.3K$4M+2.89%
Q4 202523.2K$4M+3.04%
Q3 202524.4K$5M+3.30%
Q2 202524.3K$4M+2.89%
Q1 202524.4K$3M+2.07%
Q4 202425.1K$3M+2.57%

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