Asset Planning,Inc
Sector Allocation
- Technology18.0%$27.3M
- Healthcare15.6%$23.7M
- Consumer Discretionary14.9%$22.6M
- Financials13.4%$20.3M
- Industrials11.6%$17.5M
- Consumer Staples8.4%$12.8M
- Real Estate6.4%$9.7M
- Utilities4.8%$7.3M
- Energy3.0%$4.5M
- Communication Services2.8%$4.3M
AUM History
13fpro.ai/research/fund/asset-planning-inc-2048547
Conviction and streaks
Stable · top 10 = 54.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
LLY
$15.3MAMZN
$15.2MALL
$10.9MAAPL
$9.9MTDG
$9.5MCOST
$6.0MNVDA
$5.4MWELL
$4.7MMO
$3.2MMCD
$3.0MO
$2.8MMSFT
$2.6MVZ
$2.2MEW
$2.2MCVX
$2.1MGOOG
$1.9MCAT
$1.6MAMD
$1.6MSRE
$1.6MBRK.B
$1.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/asset-planning-inc-2048547
Asset Planning,Inc 13F holdings — Q3 2026
$151.6M portfolio (-1.8% QoQ) · 327 holdings · Q3 2026 13F · top 10 are 55% of the stock portfolio
$15.3M
10.1% of stocks
+0.1%This quarter0.0%Since filed8+ qtrsHeld$15.2M
10.0% of stocks
-0.1%This quarter0.0%Since filed8+ qtrsHeld$10.9M
7.2% of stocks
-0.6%This quarter0.0%Since filed8+ qtrsHeld$9.9M
6.5% of stocks
-3%This quarter0.0%Since filed8+ qtrsHeld$9.5M
6.2% of stocks
-0.3%This quarter0.0%Since filed8+ qtrsHeld$6.0M
4.0% of stocks
+0.9%This quarter0.0%Since filed8+ qtrsHeld$5.4M
3.6% of stocks
No changeThis quarter0.0%Since filed8+ qtrsHeld$4.7M
3.1% of stocks
+0.5%This quarter0.0%Since filed8+ qtrsHeld$3.2M
2.1% of stocks
+0.2%This quarter0.0%Since filed8+ qtrsHeld$3.0M
1.9% of stocks
-0.0%This quarter0.0%Since filed8+ qtrsHeld
All holdings — Asset Planning,Inc (Q3 2026)
327 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | REALTY INCOME CORP | Real Estate | $2.8M | 1.8% | 51K | +2% | 8+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | MICROSOFT CORP | Technology | $2.6M | 1.7% | 5,055 | -0.9% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | VERIZON COMMUNICATIONS INC | Communication Services | $2.2M | 1.5% | 49K | -0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Edwards Lifesciences Corp | Healthcare | $2.2M | 1.4% | 26K | -3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CHEVRON CORP | Energy | $2.1M | 1.4% | 10K | +0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Alphabet Inc. | Technology | $1.9M | 1.2% | 5,500 | +0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CATERPILLAR INC | Industrials | $1.6M | 1.1% | 2,031 | +50% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ADVANCED MICRO DEVICES INC | Technology | $1.6M | 1.1% | 2,686 | +6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | SEMPRA | Utilities | $1.6M | 1.0% | 20K | +0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 1.0% | 3,101 | -0.8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | EXXON MOBIL CORP | Energy | $1.5M | 1.0% | 9,173 | -4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Chubb Ltd | Financials | $1.4M | 0.9% | 4,409 | +0.3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Mastercard Inc | Financials | $1.4M | 0.9% | 2,588 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | STARBUCKS CORP | Consumer Discretionary | $1.4M | 0.9% | 15K | +0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | NETFLIX INC | Communication Services | $1.4M | 0.9% | 20K | -3% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.4M | 0.9% | 9,352 | +0.5% | |||
| 27 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.3M | 0.8% | 4,737 | +0.3% | |||
| 28 | $SO | SOUTHERN CO | Utilities | $1.1M | 0.7% | 13K | +0.0% | |||
| 29 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.1M | 0.7% | 10K | +0.1% | |||
| 30 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.1M | 0.7% | 17K | -0.3% | |||
| 31 | $C | CITIGROUP INC | Financials | $1.0M | 0.7% | 8,070 | — | |||
| 32 | $LMT | LOCKHEED MARTIN CORP | Industrials | $969K | 0.6% | 1,903 | -0.5% | |||
| 33 | $JPM | JPMORGAN CHASE & CO | Financials | $937K | 0.6% | 2,831 | +0.1% | |||
| 34 | $ED | CONSOLIDATED EDISON INC | Utilities | $911K | 0.6% | 8,913 | +0.2% | |||
| 35 | $RTX | RTX Corp | Industrials | $882K | 0.6% | 4,750 | +0.3% | |||
| 36 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $877K | 0.6% | 3,300 | — | |||
| 37 | $EIX | EDISON INTERNATIONAL | Utilities | $799K | 0.5% | 15K | — | |||
| 38 | $TSLA | Tesla, Inc. | Consumer Discretionary | $790K | 0.5% | 2,227 | -6% | |||
| 39 | $ABBV | AbbVie Inc. | Healthcare | $789K | 0.5% | 3,016 | +1% | |||
| 40 | $WM | WASTE MANAGEMENT INC | Utilities | $680K | 0.5% | 3,333 | -3% | |||
| 41 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $631K | 0.4% | 2,218 | +0.6% | |||
| 42 | $KO | COCA COLA CO | Consumer Staples | $592K | 0.4% | 6,883 | +0.6% | |||
| 43 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $539K | 0.4% | 1,515 | — | |||
| 44 | $MU | MICRON TECHNOLOGY INC | Technology | $535K | 0.3% | 502 | +14% | |||
| 45 | $VIK | Viking Holdings Ltd | Industrials | $512K | 0.3% | 6,535 | — | |||
| 46 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $509K | 0.3% | 2,535 | — | |||
| 47 | $NEE | NEXTERA ENERGY INC | Utilities | $495K | 0.3% | 6,533 | +0.5% | |||
| 48 | $HOOD | Robinhood Markets, Inc. | Financials | $480K | 0.3% | 4,270 | — | |||
| 49 | $PANW | Palo Alto Networks Inc | Technology | $465K | 0.3% | 1,171 | — | |||
| 50 | $QCOM | QUALCOMM INC/DE | Technology | $457K | 0.3% | 2,484 | -2% | |||
| 51 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $428K | 0.3% | 2,027 | +3% | |||
| 52 | $UNP | UNION PACIFIC CORP | Industrials | $423K | 0.3% | 1,553 | +0.5% | |||
| 53 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $413K | 0.3% | 905 | — | |||
| 54 | $WMT | Walmart Inc. | Consumer Staples | $408K | 0.3% | 3,930 | +0.2% | |||
| 55 | $META | Meta Platforms, Inc. | Technology | $408K | 0.3% | 563 | -15% | |||
| 56 | $SBRA | Sabra Health Care REIT, Inc. | Real Estate | $398K | 0.3% | 20K | — | |||
| 57 | $DUK | Duke Energy CORP | Utilities | $395K | 0.3% | 3,466 | +0.2% | |||
| 58 | $GD | GENERAL DYNAMICS CORP | Industrials | $364K | 0.2% | 1,096 | — | |||
| 59 | $PLTR | Palantir Technologies Inc. | Technology | $361K | 0.2% | 1,930 | — | |||
| 60 | $MRK | Merck & Co., Inc. | Healthcare | $358K | 0.2% | 2,465 | +0.5% | |||
| 61 | $PSA | Public Storage | Real Estate | $348K | 0.2% | 1,231 | — | |||
| 62 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $344K | 0.2% | 1,566 | +0.1% | |||
| 63 | $IRM | IRON MOUNTAIN INC | Real Estate | $333K | 0.2% | 3,000 | — | |||
| 64 | $TGT | TARGET CORP | Consumer Staples | $330K | 0.2% | 2,109 | — | |||
| 65 | $CSX | CSX CORP | Industrials | $329K | 0.2% | 7,083 | +0.1% | |||
| 66 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $329K | 0.2% | 1,785 | — | |||
| 67 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $324K | 0.2% | 480 | +0.2% | |||
| 68 | $BTC | Grayscale Bitcoin Mini Trust ETF | Financials | $320K | 0.2% | 8,650 | — | |||
| 69 | $AMGN | AMGEN INC | Healthcare | $313K | 0.2% | 744 | +0.3% | |||
| 70 | $FTNT | Fortinet, Inc. | Technology | $309K | 0.2% | 1,727 | — | |||
| 71 | $HONA | Honeywell Aerospace Inc. | Industrials | $306K | 0.2% | 1,974 | — | |||
| 72 | $V | VISA INC. | Financials | $305K | 0.2% | 849 | — | |||
| 73 | — | Siemens ADR - SIEGY | — | $301K | 0.2% | 1,268 | — | |||
| 74 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $297K | 0.2% | 5,455 | +0.4% | |||
| 75 | $SNA | Snap-on Inc | Industrials | $294K | 0.2% | 810 | — | |||
| 76 | $DEO | DIAGEO PLC | Consumer Staples | $282K | 0.2% | 3,300 | — | |||
| 77 | $PSX | Phillips 66 | Energy | $278K | 0.2% | 1,090 | +0.2% | |||
| 78 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $277K | 0.2% | 3,463 | +0.5% | |||
| 79 | $CVS | CVS HEALTH Corp | Healthcare | $272K | 0.2% | 3,177 | — | |||
| 80 | $DIS | Walt Disney Co | Communication Services | $265K | 0.2% | 2,524 | +0.4% | |||
| 81 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $260K | 0.2% | 1,962 | +6% | |||
| 82 | $ABT | ABBOTT LABORATORIES | Healthcare | $258K | 0.2% | 2,615 | +0.3% | |||
| 83 | — | Jacobs Engineering Group Inc - J | — | $233K | 0.1% | 1,725 | +0.2% | |||
| 84 | $ENB | ENBRIDGE INC | Energy | $232K | 0.1% | 4,982 | — | |||
| 85 | $VTR | Ventas, Inc. | Real Estate | $228K | 0.1% | 2,687 | +0.4% | |||
| 86 | $INTC | INTEL CORP | Technology | $216K | 0.1% | 1,800 | +20% | |||
| 87 | $CRDO | Credo Technology Group Holding Ltd | Technology | $215K | 0.1% | 1,105 | +13% | |||
| 88 | $CEG | Constellation Energy Corp | Utilities | $212K | 0.1% | 834 | +0.1% | |||
| 89 | $CWT | CALIFORNIA WATER SERVICE GROUP | Utilities | $208K | 0.1% | 4,500 | — | |||
| 90 | $AJG | Arthur J. Gallagher & Co. | Financials | $202K | 0.1% | 883 | -2% | |||
| 91 | $NVO | NOVO NORDISK A S | Healthcare | $195K | 0.1% | 5,150 | — | |||
| 92 | $DNP | DNP SELECT INCOME FUND INC | Other | $195K | 0.1% | 20K | +0.1% | |||
| 93 | $GEV | GE Vernova Inc. | Industrials | $180K | 0.1% | 189 | — | |||
| 94 | $VTRS | Viatris Inc | Healthcare | $180K | 0.1% | 10K | — | |||
| 95 | $TXN | TEXAS INSTRUMENTS INC | Technology | $179K | 0.1% | 638 | +0.3% | |||
| 96 | $PNFP | Pinnacle Financial Partners, Inc. | Financials | $178K | 0.1% | 1,897 | +0.5% | |||
| 97 | $PFE | PFIZER INC | Healthcare | $176K | 0.1% | 6,188 | -8% | |||
| 98 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $176K | 0.1% | 3,228 | — | |||
| 99 | $CTVA | Corteva, Inc. | Consumer Staples | $171K | 0.1% | 2,196 | +0.0% | |||
| 100 | $SYY | SYSCO CORP | Consumer Discretionary | $166K | 0.1% | 2,125 | — | |||
| 101 | $TD | TORONTO DOMINION BANK | Financials | $159K | 0.1% | 1,351 | — | |||
| 102 | $BA | BOEING CO | Industrials | $153K | 0.1% | 820 | — | |||
| 103 | $AVGO | Broadcom Inc. | Technology | $143K | 0.1% | 407 | +0.2% | |||
| 104 | $SCHW | SCHWAB CHARLES CORP | Financials | $132K | 0.1% | 1,349 | — | |||
| 105 | $D | DOMINION ENERGY, INC | Utilities | $130K | 0.1% | 2,145 | +0.1% | |||
| 106 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $125K | 0.1% | 1,054 | +0.5% | |||
| 107 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $123K | 0.1% | 824 | — | |||
| 108 | $AWR | AMERICAN STATES WATER CO | Utilities | $119K | 0.1% | 1,450 | — | |||
| 109 | — | iShares S&P 100 - OEF | — | $115K | 0.1% | 300 | — | |||
| 110 | $DXCM | DEXCOM INC | Healthcare | $112K | 0.1% | 1,300 | — | |||
| 111 | $GLW | CORNING INC /NY | Materials | $108K | 0.1% | 700 | — | |||
| 112 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $107K | 0.1% | 480 | — | |||
| 113 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $106K | 0.1% | 400 | +300% | |||
| 114 | $ENSG | ENSIGN GROUP, INC | Healthcare | $104K | 0.1% | 604 | — | |||
| 115 | $BKH | BLACK HILLS CORP /SD/ | Utilities | $104K | 0.1% | 1,482 | +1.0% | |||
| 116 | $EMR | EMERSON ELECTRIC CO | Industrials | $103K | 0.1% | 661 | — | |||
| 117 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $101K | 0.1% | 671 | +73% | |||
| 118 | $WPC | W. P. Carey Inc. | Real Estate | $100K | 0.1% | 1,540 | — | |||
| 119 | $BLK | BlackRock, Inc. | Financials | $94K | 0.1% | 89 | — | |||
| 120 | $GKOS | GLAUKOS Corp | Healthcare | $82K | 0.1% | 500 | — | |||
| 121 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $82K | 0.1% | 2,303 | +37% | |||
| 122 | $T | AT&T INC. | Communication Services | $82K | 0.1% | 3,342 | — | |||
| 123 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $81K | 0.1% | 221 | -10% | |||
| 124 | $AZN | ASTRAZENECA PLC | Healthcare | $81K | 0.1% | 500 | — | |||
| 125 | $DE | DEERE & CO | Industrials | $81K | 0.1% | 120 | — | |||
| 126 | $PNW | PINNACLE WEST CAPITAL CORP | Utilities | $79K | 0.1% | 850 | — | |||
| 127 | $MPC | Marathon Petroleum Corp | Energy | $79K | 0.1% | 200 | — | |||
| 128 | $Q | Qnity Electronics, Inc. | Technology | $79K | 0.1% | 627 | — | |||
| 129 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $77K | 0.1% | 250 | — | |||
| 130 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $75K | 0.1% | 173 | — | |||
| 131 | $MDT | Medtronic plc | Healthcare | $75K | 0.1% | 872 | — | |||
| 132 | — | Ishares 10-20 Year - TLH | — | $75K | 0.1% | 810 | +1% | |||
| 133 | $SPOT | Spotify Technology S.A. | Communication Services | $73K | 0.1% | 150 | — | |||
| 134 | $IDA | IDACORP INC | Utilities | $73K | 0.1% | 555 | +0.5% | |||
| 135 | $BCE | BCE INC | Communication Services | $72K | 0.1% | 3,542 | — | |||
| 136 | $USB | US BANCORP \DE\ | Financials | $71K | 0.1% | 1,228 | +0.7% | |||
| 137 | $ELV | Elevance Health, Inc. | Healthcare | $67K | 0.0% | 173 | — | |||
| 138 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $67K | 0.0% | 123 | — | |||
| 139 | $DVN | DEVON ENERGY CORP/DE | Energy | $67K | 0.0% | 1,458 | +0.7% | |||
| 140 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $66K | 0.0% | 185 | — | |||
| 141 | $DASH | DoorDash, Inc. | Consumer Discretionary | $66K | 0.0% | 360 | -48% | |||
| 142 | $DD | DuPont de Nemours, Inc. | Materials | $66K | 0.0% | 506 | +0.2% | |||
| 143 | $PLD | Prologis, Inc. | Real Estate | $65K | 0.0% | 500 | — | |||
| 144 | $TXRH | Texas Roadhouse, Inc. | Consumer Discretionary | $64K | 0.0% | 410 | — | |||
| 145 | $HAL | HALLIBURTON CO | Energy | $63K | 0.0% | 1,971 | +0.5% | |||
| 146 | $GE | GENERAL ELECTRIC CO | Industrials | $57K | 0.0% | 183 | — | |||
| 147 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $56K | 0.0% | 558 | — | |||
| 148 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $55K | 0.0% | 588 | +1% | |||
| 149 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $54K | 0.0% | 750 | — | |||
| 150 | $NOW | ServiceNow, Inc. | Technology | $54K | 0.0% | 400 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 84 added to, 28 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (84)
now $1.6M · held 8+ qtrs, 2 adds in a row
now $1.6M · held 8+ qtrs
$CRWDCrowdStrike Holdings, Inc.+300%
now $106K · held 5 qtrs
$MUMICRON TECHNOLOGY INC+14%
now $535K · held 8+ qtrs, 3 adds in a row
now $6.0M · held 8+ qtrs
now $2.8M · held 8+ qtrs, 4 adds in a row
+78 more in the Excel export
Trimmed (28)
now $9.9M · held 8+ qtrs, 2 trims in a row
$METAMeta Platforms, Inc.-15%
now $408K · held 8+ qtrs
now $2.2M · held 8+ qtrs
now $10.9M · held 8+ qtrs
$DASHDoorDash, Inc.-48%
now $66K · held 5 qtrs
$XOM.R34088EXXON MOBIL CORP-4%
now $1.5M · held 8+ qtrs
+22 more in the Excel export
Holdings by quarter
Every 13F Asset Planning,Inc has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow Asset Planning?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Asset Planning's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 4% over the last 4
Top 10 weight
55%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Asset Planning,Inc disclosed 327 positions worth $151.6M in its Form 13F-HR for Q3 2026, led by $LLY (ELI LILLY & Co) at 10.1% of the equity portfolio, followed by $AMZN and $ALL. During the quarter the fund opened 3 new positions and exited 10 and a full exit from $BX. The portfolio is most concentrated in Technology (18.0% of disclosed assets). All figures are sourced directly from Asset Planning,Inc’s Form 13F-HR filing with the SEC under CIK 2048547.
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Every holding in Asset Planning,Inc's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.