Asset Planning,Inc
All 13F Filings
- Location
- Los Alamitos, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 154,444
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 336 | 154,444 | 13F-HR | Asset Planning,Inc |
| Q1 2026 | 4/23/2026 | 301 | 140,683 | 13F-HR | Asset Planning,Inc |
| Q4 2025 | 2/3/2026 | 296 | 142,326 | 13F-HR | Asset Planning,Inc |
| Q3 2025 | 10/23/2025 | 296 | 138,192 | 13F-HR | Asset Planning,Inc |
| Q2 2025 | 7/25/2025 | 291 | 132,684 | 13F-HR | Asset Planning,Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 154.1 K | 99.8% | 13.72 K | 0 | 13.72 K |
| ETFs | 315 | 0.2% | 39 | 0 | 39 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
154,444
Holdings
336
QoQ value change ($000)
13,761
(9.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.