Asset Planning,Inc - Portfolio Stock Holdings
Asset Planning,Inc disclosed 320 stock positions in a recent SEC 13F filing. $148,452,498 of stock holdings were filed, with the largest holdings including LLY, AMZN, and TDG. This filing represented positions held on June 30, 2026, and was filed on July 27, 2026.We estimate the fund has a total AUM of $553,464,866 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
320Est. Stock Holding Value:
$148,452,498Top Stock Holdings By Sector
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Portfolio Stock Holdings - Asset Planning,Inc
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