13F Insight
DOSSIER · 13F-HR · Q3 2025

ASSET PLANNING CORPORATION

$211M in tracked AUM across 48 positions as of Q3 2025.

AP
CIK 0000007773 · last filed Sep 30, 2025
Total AUM
$211M
as of Q3 2025
Holdings
48
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

ASSET PLANNING CORPORATION filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
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Filing history

2025Q3Sep 30
$211M▲ 12.2%
48 positionsLocked2025Q2Jun 30
$188M▲ 10.8%
43 positionsLocked2025Q1Mar 31
$170M▲ 6.3%
43 positionsLocked2024Q4Dec 31
$160M▲ 4.2%
42 positionsLocked2024Q3Sep 30
$153M▲ 14.6%
45 positionsLocked2024Q2Jun 30
$134M▼ 2.4%
39 positionsLocked2024Q1Mar 31
$137M▲ 5.8%
41 positionsLocked2023Q4Dec 31
$129M▼ 0.4%
41 positionsLocked2023Q3Sep 30
$130M▼ 1.2%
41 positionsLocked2023Q2Jun 30
$132M▲ 5.7%
41 positionsLocked2023Q1Mar 31
$124M▲ 3.6%
37 positionsLocked2022Q4Dec 31
$120M▲ 12.4%
38 positionsLocked
Showing 12 of 20