Asset Planning,Inc Portfolio Holdings

Asset Planning,Inc

  • $133 Billion
  • Q2 2025

Asset Planning,Inc has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 291 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $14.1B, Trans Digm Group Inc with a value of $13.4B, Eli Lilly & CO with a value of $10.9B, Costco Wholesale Corp with a value of $7.33B, and Apple Inc. with a value of $6.43B.

Examining the 13F form we can see an increase of $5.22B in the current position value, from $127B to 133B.

Asset Planning,Inc is based out at Cypress, CA

Below you can find more details about Asset Planning,Inc portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
Consumer Cyclical: $23.2 Billion
Industrials: $20.3 Billion
Healthcare: $17.8 Billion
Technology: $16.2 Billion
Financial Services: $14.5 Billion
Consumer Defensive: $14.3 Billion
Communication Services: $7.61 Billion
Real Estate: $7.15 Billion
Other: $9.47 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58.7B
$408 Million 0.31% of portfolio
2,535
Q4 2024 New
$92.7B
$406 Million 0.31% of portfolio
3,437
Q2 2025 Added 0.17%
$178B
$396 Million 0.3% of portfolio
2,486
Q2 2025 Reduced 5.44%
$99B
$400 Million 0.3% of portfolio
4,270
Q2 2025 New
$62.8B
$384 Million 0.29% of portfolio
1,201
Q2 2025 Added 0.25%
$231B
$387 Million 0.29% of portfolio
2,847
Q2 2025 Added 0.28%
$4.41B
$372 Million 0.28% of portfolio
20,176
Q2 2025 Added 8.03%
$372B
$372 Million 0.28% of portfolio
2,004
Q2 2025 Added 0.7%
Grayscale Bitcoin Mini
-
$365 Million 0.28% of portfolio
-
Q4 2024 New
$133B
$364 Million 0.27% of portfolio
1,582
Q2 2025 Added 3.81%
$278B
$363 Million 0.27% of portfolio
3,717
Q2 2025 Added 6.14%
Diageo Plc Sponsored Ard New R
-
$348 Million 0.26% of portfolio
-
Q1 2025 Reduced 12.19%
Viking Hldgs LTD
-
$327 Million 0.25% of portfolio
-
Q1 2025 New
$50.9B
$317 Million 0.24% of portfolio
1,080
Q2 2025 Added 8.65%
$17.1B
$314 Million 0.24% of portfolio
1,010
Q1 2025 Added 405.0%
$88.2B
$319 Million 0.24% of portfolio
1,094
Q2 2025 Added 0.09%
$28.1B
$308 Million 0.23% of portfolio
3,000
Q4 2024 New
$210B
$298 Million 0.22% of portfolio
10,300
Q2 2025 Added 0.44%
$216B
$285 Million 0.21% of portfolio
1,411
Q2 2025 Reduced 9.32%
$1.09B
$259 Million 0.2% of portfolio
4,610
Q2 2025 Reduced 5.14%
$67.7B
$247 Million 0.19% of portfolio
7,557
Q2 2025 Added 0.09%
$137B
$246 Million 0.19% of portfolio
1,176
Q4 2024 New
$307B
$239 Million 0.18% of portfolio
2,985
Q2 2025 Added 0.47%
$1.3T
$233 Million 0.18% of portfolio
1,030
Q4 2024 New
$404B
$239 Million 0.18% of portfolio
5,043
Q2 2025 Added 0.44%
$18.3B
$224 Million 0.17% of portfolio
1,703
Q2 2025 Added 0.24%
$163B
$209 Million 0.16% of portfolio
1,690
Q2 2025 Added 51.3%
$41.8B
$207 Million 0.16% of portfolio
2,100
Q2 2025 Reduced 12.13%
$139B
$216 Million 0.16% of portfolio
8,926
Q2 2025 Added 0.54%
$319B
$215 Million 0.16% of portfolio
1,580
Q2 2025 Added 6.76%
$2.54B
$205 Million 0.15% of portfolio
4,500
Q4 2024 New
$7.46B
$205 Million 0.15% of portfolio
1,858
Q2 2025 Added 0.22%
$150B
$205 Million 0.15% of portfolio
735
Q2 2025 Added 0.27%
$0
$198 Million 0.15% of portfolio
20,259
Q2 2025 Added 0.11%
$214B
$189 Million 0.14% of portfolio
2,389
Q2 2025 Reduced 7.9%
$63B
$183 Million 0.14% of portfolio
1,727
Q4 2024 New
$126B
$169 Million 0.13% of portfolio
3,562
Q4 2024 New
$52.1B
$170 Million 0.13% of portfolio
2,287
Q2 2025 Added 0.04%
$189B
$153 Million 0.12% of portfolio
378
Q4 2024 New
$651B
$165 Million 0.12% of portfolio
756
Q2 2025 Added 0.13%
$41B
$161 Million 0.12% of portfolio
2,125
Q4 2024 New
$27.3B
$165 Million 0.12% of portfolio
2,618
Q2 2025 Added 0.58%
$177B
$130 Million 0.1% of portfolio
627
Q2 2025 Added 0.32%
$63.6B
$128 Million 0.1% of portfolio
1,075
Q2 2025 Added 36.08%
$252B
$131 Million 0.1% of portfolio
920
Q4 2024 New
$30.3B
$113 Million 0.09% of portfolio
1,300
Q4 2024 New
$61.6B
$121 Million 0.09% of portfolio
1,203
Q2 2025 Added 0.25%
$170B
$123 Million 0.09% of portfolio
1,345
Q2 2025 Added 0.07%
$197B
$118 Million 0.09% of portfolio
891
Q2 2025 Reduced 13.07%

Summary

  • Portfolio
  • No. of Stocks 291
  • Current Value $133 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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