Asset Planning,Inc

Holdings as of 2026-06-30, filed 2026-07-27

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 27 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
336
Value reported by manager
$154.4M
Sum of our stored positions
$154.4M
should match the line above
Disclosure lag
27 d
quarter end to filing
Top 5 concentration
40.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
Eli Lilly & CoLLY$15.9M13,230532457108
Amazon.Com Inc.AMZN$14.6M61,085023135106
Transdigm Group IncTDG$11.7M8,766893641100
Alphabet (Google Inc) CL AGOOGL$11.3M31,672020002101
Apple Computer IncAAPL$8.9M30,667037833100
Costco Wholesale Corp - NewCOST$6.1M6,54522160K105
NVIDIA CorpNVDA$4.8M23,78167066G104
Welltower IncWELL$4.6M20,45395040Q104
Mc Donalds CorpMCD$3.5M12,799580135101
Altria Group Inc.MO$3.4M47,37002209S103
Realty Income CorpO$3.1M49,693756109104
Edwards Lifesciences CpEW$2.4M26,36628176E108
Verizon CommunicationsVZ$2.1M48,89492343V104
Alphabet (Google Inc.) Class CGOOG$1.9M5,49702079K107
Microsoft CorpMSFT$1.9M5,102594918104
Sempra EnergySRE$1.9M20,203816851109
Chevrontexaco CorpCVX$1.7M10,030166764100
Berkshire Hathaway Cl BBRKB$1.6M3,126084670702
Starbucks CorpSBUX$1.5M15,038855244109
Chubb LimitedCB$1.5M4,397H1467J104
Netflix IncNFLX$1.5M20,72064110L106
Advanced Micro DevicesAMD$1.5M2,526007903107
Caterpillar IncCAT$1.4M1,358149123101
Procter & Gamble CoPG$1.4M9,308742718109
Mastercard Inc AMA$1.3M2,58857636Q104
Exxon Mobil CorporationXOM$1.3M9,51330231G102
Southern Co.SO$1.3M13,242842587107
Johnson & JohnsonJNJ$1.2M4,722478160104
Cisco Systems IncCSCO$1.2M10,13917275R102
Citigroup Inc.C$1.1M8,070172967424
Edison InternationalEIX$1.1M14,865281020107
Royal Caribbean CruisesRCL$1M3,300V7780T103
Bristol Myers Squibb Co.BMY$1M17,382110122108
Tesla Motors IncTSLA$993K2,36188160R101
Consolidated Edison IncED$984.5K8,899209115104
Lockheed Martin CorpLMT$974.1K1,912539830109
J P Morgan Chase & Co.JPM$925.3K2,82746625H100
Raytheon Technologies CoRTX$898.8K4,73875513E101
Home Depot Inc.HD$777.2K2,204437076102
Waste ManagementWM$762.1K3,41994106L109
Abbvie IncABBV$749.1K2,97700287Y109
Viking Hldgs LtdVIK$684K6,535G93A5A101
NextEra Energy IncNEE$570.4K6,49965339F101
Simon Property Group Inc.SPG$567K2,535828806109
Marriott International Inc ClMAR$561.4K1,515571903202
Coca Cola CompanyKO$555.9K6,841191216100
Micron Technology Inc.MU$510.1K442595112103
QualCom Inc.QCOM$466.7K2,526747525103
Wal-Mart Stores Inc.WMT$444.3K3,923931142103
Honeywell International IncHON$442K1,974438516106
Intl Business MachinesIBM$439.9K1,564459200101
Duke Energy Corp Formerly DukeDUK$437.9K3,46026441C204
Honeywell Aerospace IncHONA$436.4K1,97443849R105
Taiwan Semiconductor Co.TSM$432.2K905874039100
Robinhood Markets Inc Class AHOOD$428.2K4,270770700102
Union Pacific CorpUNP$420.3K1,545907818108
Palo Alto Networks IncPANW$399.3K1,171697435105
Sabra Healthcare REITSBRA$393.6K20,17678573L106
Lowes Companies IncLOW$393.6K1,78542222G108
Public Storage IncPSA$391.7K1,23174460D109
General Dynamics CorpGD$388.2K1,096369550108
Iron Mountain IncIRM$378.9K3,00046284V101
Meta Platforms Inc Com Cl AMETA$373.5K66330303M102
CSX CORP COMCSX$336.4K7,078126408103
CVS Health CorpCVS$328.7K3,177126650100
Snap-on IncSNA$325.9K810833034101
Merck & Co IncMRK$315.1K2,45258933Y105
Bank of Amer CorpBAC$309.5K5,432060505104
Visa Inc Class AV$291.2K84992826C839
Wells Fargo & Co.WFC$284.8K3,446949746101
TJX Companies Inc. NewTJX$281.3K1,857872540109
Target CorpTGT$275.5K2,10987612E106
Enbridge IncENB$270.1K4,98229250N105
Amgen Inc.AMGN$268.7K742031162100
Credo TechnologiesCRDO$266.5K980G25457105
Fortinet IncFTNT$265.3K1,72734959E109
Diageo PLC-Sponsored ARD New RDEO$265.3K3,300G42089113
Novo Nordisk A/S ADRNVO$246.9K5,150K7314N152
Disney Walt Hldg CoDIS$241.8K2,513254687106
Thermo Fisher Scientific IncTMO$240.4K479883556102
Ventas IncVTR$237.5K2,67592276F100
Abbott LaboratoriesABT$236.4K2,606002824100
Palantir Technologies IncPLTR$225.2K1,93069608A108
Grayscale Bitcoin MiniBTC$224.5K8,650389930207
Ge Vernova IncGEV$222.5K18936828A101
D & P Select Income FundDNP$219.6K20,35023325P104
Ca Water Service GroupCWT$218.9K4,500130788102
Jacobs Engineering Group IncJ$216.8K1,721469814107
Siemens AGSMAWF$212.6K662826197501
Intel CorpINTC$209.5K1,500458140100
Constellation Energy CorpCEG$206.9K83321037T109
Gallagher Arthur J & COAJG$206.8K901363576109
Br Amer Tobacco Plc AdrfBTI$199.4K3,228110448107
Pinnacle Financial Partners InPNFP$190.4K1,88872346Q104
Texas Instruments IncTXN$189.5K636882508104
Corteva IncCTVA$185.9K2,19522052L104
Phillips 66PSX$183.9K1,088718546104
Corning IncGLW$178.9K700219350105
Sysco CorpSYY$177.6K2,125871829107
Boeing Co.BA$177.5K820097023105
Toronto-Dominion BankTD$164K1,351891160509
Pfizer Inc.PFE$162.2K6,735717081103
Viatris IncVTRS$161.2K10,15092556V106
Broadcom IncAVGO$153.5K40611135F101
Dominion Resources IncD$146.3K2,14225746U109
American Electric Power Co.AEP$143.6K1,049025537101
Doordash IncDASH$128.2K69525809K105
Charles Schwab CorpSCHW$124.4K1,349808513105
American States Water CoAWR$119.8K1,450029899101
PNC Financial Svcs Group IncPNC$118.2K480693475105
W.P. Carey Inc.WPC$110.1K1,54092936U109
iShares S&P 100OEF$109.8K300464287101
Black Hills CorpBKH$109.2K1,468092113109
Gilead Sciences IncGILD$104.1K824375558103
Qnity ElectronicsQ$102.3K62774743L100
Unitedhealth Group IncUNH$102.2K24691324P102
Siemens ADRSIEGY$97.5K606826197501
Ensign GroupENSG$96.8K60429358P101
Astrazeneca ADR SponsoredAZN$94.8K500046353108
Emerson Electric CoEMR$94.6K661291011104
Pinnacle West Capital CorpPNW$91K850723484101
DexCom IncDXCM$87.6K1,300252131107
Rockwell International Corp NeROK$85.6K173773903109
BlackRock IncBLK$85.6K8909247X101
Solstice Advanced MatlsSOLS$84.1K94983443Q103
Idacorp IncIDA$83.5K552451107106
Ishares 10-20 YearTLH$80.3K800464288653
Texas Roadhouse IncTXRH$79.2K410882681109
Norfolk Southern CorpNSC$78.6K250655844108
CrowdStrike Holdings Inc ClassCRWD$76.3K10022788C105
BCE IncBCE$76.2K3,54205534B760
Deere & CoDE$76.1K120244199105
US BancorpUSB$73.6K1,219902973304
Glaukos CorpGKOS$69.9K500377322102
AT & TT$69.2K3,34200206R102
Spotify TechnologySPOT$68.9K150L8681T102
Joby Aviation IncJOBY$68.7K7,700G65163100
Du Pont E I De Nemours & CoDD$68.5K50526614N102
General Electric CompanyGE$68.3K183369604301
Medtronic Inc.MDT$68.2K872G5960L103
Prologis TRUSTPLD$67.7K50074340W103
Elevance Health IncELV$66.9K173036752103
Halliburton Co Hldg CoHAL$66.6K1,961406216101
Space Ex Tech SpacexSPCX$66.3K38884615Q103
Wisconsin Egy Cp Hldg CoWEC$65.2K558976657106
Pepsico Inc.PEP$63.9K472713448108
United Parcel Service BUPS$62.4K580911312106
Lumen Technologies IncLUMN$62.2K8,100550241103
Enterprise Products Partners LEPD$61.7K1,679293792107
The Travelers Companies Inc CoTRV$61.1K18589417E109
Devon Energy Corp CommonDVN$59.8K1,44825179M103
Kimberly Clark CorpKMB$55.7K507494368103
Ulta Salon Cosmetics & FragranULTA$55.5K12390384S303
Fortune Brands Innovations IncFBIN$54.9K1,00034964C106
Arm Holdings ADRARM$53.2K150042068205
Sun Life Financial IncSLF$53.2K678866796105
Marathon Pete CorpMPC$51.1K20056585A102
Extra Space Storage IncEXR$50.9K35030225T102
Comcast Corp New Cl ACMCSA$49.5K2,01520030N101
3M CompanyMMM$46.8K28988579Y101
Lamar Advertising Co Class ALAMR$46.8K300512815101
Archer-Daniels-Midlnd CoADM$46.6K610039483102
Performance Food Group CPFGC$46.3K41471377A103
Otter Tail CorpOTTR$45K500689648103
Nucor CorpNUE$44.6K200670346105
The Blackstone Group Inc.BX$44.5K37809253U108
Totalenergies SETTE$44.2K56989151E109
Nutrien LtdNTR$43.5K69167077M108
Rocket Companies Cla ARKT$43.3K2,75077311W101
Wisdomtree Small Cap DividendDES$42.7K1,05097717W604
Freeport McMoran Copper & GoldFCX$41.8K66535671D857
Illinois Tool Works IncITW$40.7K150452308109
Moody's CorpMCO$40.4K89615369105
Ishares California AMT-Free ETCMF$40.3K700464288356
Service Now IncNOW$39.7K40081762P102
Prologis IncPLDGP$39K73174340W202
Fidelity Wise OriginFBTC$38.3K750315948109
Amentum Hldgs IncAMTM$37.1K1,793023939101
Canadian Nat Res LtdCNQ$35.6K900136385101
Automatic Data Processing Inc.ADP$34.3K153053015103
Tyco Electronics Ltd ComTEL$33.1K164H84989104
American Tower CorpAMT$32.2K19703027X100
Howard Hughes HoldingsHHH$32.2K45046059W102
Electronic ArtsEA$31.8K155285512109
Mondelez Intnl IncMDLZ$31.6K546609207105
ING Groep N.V. ADR SponsoredING$31.4K1,000N4578E595
Fidelity Msci HealthFHLC$31.4K406316092600
MARVELL TECHNOLOGY INC COMMRVL$30.2K101573874104
Essential Utilities Inc.WTRG$29.7K77529670G102
General Mills Inc.GIS$29.6K850370334104
BIO Rad Labs Inc CL ABIO$29.4K100090572207
Spdr Lehman Muni Bond ETFTFI$29.2K63778464A458
Tetra Tech Inc NewTTEK$28.9K1,00088162G103
Ford Motor CompanyF$28.4K2,043345370860
American International Group IAIG$27.4K368026874784
International Paper CoIP$27.1K711460146103
Bp Amoco Plc AdrBP$26.9K729055622104
Centerpoint Energy Inc.CNP$26.4K60015189T107
Main Street Capital CorporatioMAIN$25.9K50056035L104
The Hershey CoHSY$25.3K144427866108
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-27

Asset Planning,Inc — 336 positions reported for 2026Q2 — Tapewire