13F Filings History of Asset Planning,Inc

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$131,717,529
Signature - Title
Carol Somoano - Chief Compliance Officer
Location
Los Alamitos, CA
Summary
This page shows a list of all the recent 13F filings made by Asset Planning,Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Asset Planning,Inc reported 296 stock holdings with total value $131,717,529 as of Q4 2025. Top holdings included AMZN, LLY, TDG, AAPL, and COST.

Notify me when Asset Planning,Inc files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 296 $131,717,529 +$2,568,852 -$10,386,333 -$7,817,481 AMZN, LLY, TDG, AAPL, COST 13F-HR 03 Feb 2026, 12:05
Q3 2025 295 $137,994,155 +$866,023 -$923,887 -$57,864 AMZN, TDG, LLY, ALL, AAPL 13F-HR 23 Oct 2025, 16:53
Q2 2025 290 $132,476,941 +$1,056,735 -$1,664,690 -$607,955 AMZN, TDG, LLY, COST, AAPL 13F-HR 25 Jul 2025, 09:18
Q1 2025 303 $127,248,233 +$2,079,327 -$4,669,245 -$2,589,918 AMZN, TDG, LLY, AAPL, COST 13F-HR 08 May 2025, 15:47
Q4 2024 316 $131,135,941 $0 $0 $0 AMZN, TDG, LLY, AAPL, COST 13F-HR 30 Jan 2025, 10:21