Asset Planning,Inc filed its 13F report for Q1 2026 on April 23, 2026. The portfolio totaled 140.68 M reflecting a -1.15% change from the prior quarter, spanning 299 assets. The top 10 holdings comprised 55.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 10 complete exits.
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Asset Planning submitted their Form 13F-HR for the Q1 2026 period on 04/23/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Asset Planning reported a managed portfolio value of 140.68 M, consisting of 301 individual positions.
This page displays the raw filing documents. To see which stocks Asset Planning bought or sold during Q1 2026, please visit Asset Planning's Portfolio Analysis page.