Asset Planning,Inc filed its 13F report for Q4 2025 on February 03, 2026. The portfolio totaled 142.33 M reflecting a +2.99% change from the prior quarter, spanning 294 assets. The top 10 holdings comprised 58.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 10 new positions and 11 complete exits.
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Asset Planning submitted their Form 13F-HR for the Q4 2025 period on 02/03/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Asset Planning reported a managed portfolio value of 142.33 M, consisting of 296 individual positions.
This page displays the raw filing documents. To see which stocks Asset Planning bought or sold during Q4 2025, please visit Asset Planning's Portfolio Analysis page.