Institutions / Asset Planning,Inc
Asset Planning,Inc
CIK 2048547 · Institution · as of Dec 31, 2025
Portfolio value
$142.33M
Positions
294
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 294 →
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $14.68M | 10.3% |
| ELI LILLY & Co | $14.52M | 10.2% |
| TransDigm Group Inc. | $12.02M | 8.4% |
| Allstate Corp | $10.32M | 7.2% |
| Apple Inc. | $8.43M | 5.9% |
| Costco Wholesale Corp /New | $6.36M | 4.5% |
| NVIDIA Corp | $4.33M | 3.0% |
| Mcdonald'S Corp | $3.96M | 2.8% |
| Welltower, Inc. | $3.69M | 2.6% |
| Altria Group, Inc. | $2.83M | 2.0% |
| Microsoft Corp | $2.29M | 1.6% |
| Edwards Lifesciences Corp | $2.21M | 1.6% |
| Realty Income Corp | $2.15M | 1.5% |
| Verizon Communications Inc | $2.11M | 1.5% |
| Netflix Inc | $2.04M | 1.4% |
| Warren E. Buffett | $1.84M | 1.3% |
| Sempra | $1.77M | 1.2% |
| Alphabet Inc. | $1.70M | 1.2% |
| Mastercard Inc | $1.55M | 1.1% |
| Chevron Corp | $1.46M | 1.0% |
| Chubb Ltd | $1.40M | 1.0% |
| PROCTER & GAMBLE Co | $1.32M | 0.9% |
| Starbucks Corp | $1.29M | 0.9% |
| Southern Co | $1.12M | 0.8% |
| Johnson & Johnson | $1.03M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.