Asset Planning Services Inc Q2 Portfolio Shifts: Focus on ETFs and Continued Tech Dominance
This quarter, Asset Planning Services Inc's portfolio saw significant changes with notable additions to EPD and VGT alongside substantial reductions in holdings like NVTS and NVDA.
Asset Planning Services Inc (APSI) reported its investment activity for the period ending June 30th, 2026. The total value of their portfolio stood at $225,691 during this quarter.
The investor's actions were primarily concentrated within Technology and other sectors like Energy and Real Estate. Notably, APSI increased its position in the Enterprise Products Partners L (EPD) by acquiring 1508 shares (+2.34% change). This ETF addition is a significant purchase for this quarter.
In another major move, APSI boosted its stake in the Vanguard Information Tech (VGT) by 4973 shares (+641.68% change). This substantial increase indicates a strong conviction towards information technology ETFs this quarter.
Conversely, the portfolio experienced significant reductions across various sectors. The Navitas Semiconductor Co (NVTS) saw its position cut by 25000 shares (-49.72% change), representing one of the largest sell moves in terms of percentage change during this period.
The investor also sold a substantial portion of their Nvidia Corp (NVDA) holding, reducing shares by 9085 (-3.89% change). Similarly, significant reductions occurred in holdings like Cisco Systems (CSCO), Wal Mart Stores Inc (WMT), and others across Technology, Industrials, Consumer Defensive, and Financial Services.
These changes reflect APSI's active management style. The portfolio currently holds 34 stocks with a top five concentration of 41.55% weighted value. While the investor has shown buying interest in specific ETFs (like EPD) and continues to hold substantial Technology positions, they have also significantly trimmed several high-profile tech holdings during this quarter.