Asset Planning,Inc
Asset Planning,Inc reported 334 positions worth $154.4M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: LLY (10.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LLY | SH | $15.9M | 10.27% | 13,230 | — | — | |
| ▸ 2 | AMZN | SH | $14.6M | 9.43% | 61,085 | — | — | |
| ▸ 3 | TDG | SH | $11.7M | 7.56% | 8,766 | — | — | |
| ▸ 4 | ALL | SH | $11.3M | 7.34% | 31,776 | — | — | |
| ▸ 5 | AAPL | SH | $8.9M | 5.75% | 30,667 | — | — | |
| ▸ 6 | COST | SH | $6.1M | 3.96% | 6,545 | — | — | |
| ▸ 7 | NVDA | SH | $4.8M | 3.08% | 23,781 | — | — | |
| ▸ 8 | WELL | SH | $4.6M | 3.01% | 20,453 | — | — | |
| ▸ 9 | MCD | SH | $3.5M | 2.24% | 12,799 | — | — | |
| ▸ 10 | MO | SH | $3.4M | 2.21% | 47,370 | — | — |
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Frequently Asked Questions
What stocks does Asset Planning,Inc hold as of Q2 2026?
Asset Planning,Inc reported 334 positions worth $154.4M in its Q2 2026 13F filing. Largest positions: LLY (10.3%), AMZN (9.4%), TDG (7.6%), ALL (7.3%) and AAPL (5.7%).
What did Asset Planning,Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Asset Planning,Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.