Asset Planning,Inc: summary

Asset Planning,Inc reported 327 positions with a reported value of $151.63M in its 13F for Q3 2026. Compared with Q2 2026: 3 new positions, 10 exited.

Top positions

• ELI LILLY & CO COM
• AMAZON COM INC
• ALLSTATE CORP COM
• APPLE INC COM
• TRANSDIGM GROUP INC COM
• COSTCO WHOLESALE CORPORATION COM
• NVIDIA CORPORATION
• WELLTOWER INC COM
• ALTRIA GROUP INC COM
• MCDONALDS CORP COM