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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$198 Million 0.15% of portfolio
20,259
Q2 2025 Added 0.11%
$0
$19.5 Million 0.01% of portfolio
1,875
Q4 2024 New
$0
$15.4 Million 0.01% of portfolio
700
Q4 2024 New

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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