Rasp Wealth Solutions, LLC has filed its latest 13F-HR report with the SEC, revealing a total value of $254.46 million in assets under management as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategies and the sectors it is focusing on, which may have implications for the broader financial services industry.

The firm’s report highlights its commitment to transparency and regulatory compliance in asset management. The 13F-HR filing is a quarterly report that discloses the firm’s holdings in publicly traded securities, allowing investors and analysts to gauge its investment strategies.

Background

Rasp Wealth Solutions, LLC is based in Fishers, Indiana. The firm is classified under the SEC's 13F-HR filing category, which pertains to institutional investment managers who manage over $100 million in qualifying assets. The company’s recent filings include the 13F-HR report dated November 6, 2026, and another 13F-HR report from August 11, 2026.

What the Filing Says

The latest filing shows a total of 94 entries in the information table, reflecting a diverse portfolio. Notable holdings include:

  • Apple Inc.: 9,598 shares valued at approximately $3,196,339
  • Amazon.com Inc.: 3,230 shares valued at approximately $804,680
  • Alphabet Inc.: 8,069 shares valued at approximately $2,776,442
  • Microsoft Corp.: 2,999 shares valued at approximately $1,537,981

These figures illustrate the firm’s focus on technology and consumer discretionary sectors, which are crucial for growth in today’s market.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the financial services industry. Investors may use this information to assess Rasp Wealth Solutions' performance and investment strategies, while analysts can analyze the firm’s positioning in the market. Competitors may also take note of Rasp's significant investments in leading tech firms, potentially influencing their strategies.

What's Next

The filing does not specify what happens next for Rasp Wealth Solutions, LLC. However, the firm is likely to continue monitoring its investments and may file additional reports in the future as part of its ongoing regulatory obligations.