Investments & Financial Planning, LLC
Net buyer this quarter
$211M
13
+$481K
5.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $4.97M | 2.35% | 0.00% | +0.2% | Q1 2022 |
 TSLA | $2.37M | 1.12% | 0.00% | +0.9% | Q1 2022 |
 MSFT | $729K | 0.35% | 0.00% | +8.0% | Q1 2022 |
 AAPL | $696K | 0.33% | 0.00% | +1.3% | Q1 2022 |
 SYBT | $514K | 0.24% | 0.02% | -32.7% | Q1 2026 |
 AMZN | $489K | 0.23% | 0.00% | -1.0% | Q2 2023 |
 SPAB | $434K | 0.21% | Not reported | -4.6% | Q1 2022 |
 MU | $307K | 0.15% | 0.00% | New | Q2 2026 |
 ASML | $252K | 0.12% | 0.00% | -18.6% | Q1 2026 |
 TSM | $239K | 0.11% | 0.00% | New | Q2 2026 |
 BA | $229K | 0.11% | 0.00% | Not reported | Q1 2022 |
 CASY | $203K | 0.10% | 0.00% | New | Q2 2026 |
 GOOGL | $203K | 0.10% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| NVDA | $4.33M | 2.36% | 0.00% | +2.2% | Q1 2022 |
| TSLA | $2.08M | 1.13% | 0.00% | +0.5% | Q1 2022 |
| MSFT | $670K | 0.36% | 0.00% | +185.9% | Q1 2022 |
| SYBT | $662K | 0.36% | 0.03% | New | Q1 2026 |
| AAPL | $602K | 0.33% | 0.00% | -20.2% | Q1 2022 |
| SPAB | $456K | 0.25% | Not reported | -1.8% | Q1 2022 |
| AMZN | $432K | 0.24% | 0.00% | +11.5% | Q2 2023 |
 SCHW | $236K | 0.13% | 0.00% | +0.4% | Q2 2025 |
| BA | $210K | 0.11% | 0.00% | -11.3% | Q1 2022 |
| ASML | $205K | 0.11% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| NVDA | $4.53M | 2.43% | 0.00% | +0.2% | Q1 2022 |
| TSLA | $2.5M | 1.34% | 0.00% | Not reported | Q1 2022 |
| AAPL | $809K | 0.43% | 0.00% | Not reported | Q1 2022 |
| SPAB | $467K | 0.25% | Not reported | +10.7% | Q1 2022 |
| AMZN | $429K | 0.23% | 0.00% | -2.6% | Q2 2023 |
| MSFT | $306K | 0.16% | 0.00% | Not reported | Q1 2022 |
| BA | $259K | 0.14% | 0.00% | Not reported | Q1 2022 |
| SCHW | $250K | 0.13% | 0.00% | -1.9% | Q2 2025 |
| GOOGL | $221K | 0.12% | 0.00% | New | Q4 2025 |
 DIS | $220K | 0.12% | 0.00% | Not reported | Q1 2024 |
 UNH | $212K | 0.11% | 0.00% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| NVDA | $4.52M | 2.44% | 0.00% | +0.1% | Q1 2022 |
| TSLA | $2.47M | 1.34% | 0.00% | Not reported | Q1 2022 |
| AAPL | $758K | 0.41% | 0.00% | 0.0% | Q1 2022 |
| SPAB | $424K | 0.23% | Not reported | -5.8% | Q1 2022 |
| AMZN | $419K | 0.23% | 0.00% | Not reported | Q2 2023 |
| MSFT | $328K | 0.18% | 0.00% | Not reported | Q1 2022 |
| BA | $257K | 0.14% | 0.00% | Not reported | Q1 2022 |
| SCHW | $243K | 0.13% | 0.00% | 0.0% | Q2 2025 |
| UNH | $222K | 0.12% | 0.00% | Not reported | Q1 2025 |
| DIS | $221K | 0.12% | 0.00% | +0.3% | Q1 2024 |