§ 13F · FUND PROFILE
Asset Planning,Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132.7T (13F)Positions · 291Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$202.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.Com Inc. | 64K | $14.7T | 10.3% | −1% |
| 2 | LLY | Eli Lilly & Co | 14K | $14.5T | 10.2% | −2% |
| 3 | TDG | Transdigm Group Inc | 9K | $12.0T | 8.4% | ±0% |
| 4 | ALL | Alphabet (Google Inc) CL A | 33K | $10.3T | 7.2% | −1% |
| 5 | AAPL | Apple Computer Inc | 31K | $8.4T | 5.9% | −1% |
| 6 | COST | Costco Wholesale Corp - New | 7K | $6.4T | 4.5% | ±0% |
| 7 | NVDA | NVIDIA Corp | 23K | $4.3T | 3.0% | −5% |
| 8 | MCD | Mc Donalds Corp | 13K | $4.0T | 2.8% | ±0% |
| 9 | WELL | Welltower Inc | 20K | $3.7T | 2.6% | −1% |
| 10 | MO | Altria Group Inc. | 49K | $2.8T | 2.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ASSET SIGNAL
AC read
Asset Planning,Inc is a Other fund managing $132683.5 trillion in assets. The fund runs a broad portfolio of 291 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed