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Filers›Holding Co.›ASSET PLANNING CORPORATION
DOSSIER · 13F-HR · Q3 2025

ASSET PLANNING CORPORATION

ASSET PLANNING CORPORATION's holding co. based in Omaha, NE — $211M in tracked AUM across 48 positions as of Q3 2025.

AP
ASSET PLANNING CORPORATION·Omaha, NE·Holding Co.
CIK 0000007773 · last filed Sep 30, 2025
Total AUM
$211M
▲ 1.3%
vs prior
Holdings
48
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Financials
8% weight
concentration
AI Analysis · Q3 2025 · 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
01
DFCF
DIMENSIONAL ETF TRUST
$29M675K13.7%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$21M42K10.0%
03
DFAI
DIMENSIONAL ETF TRUST
$18M508K8.8%
04
DUHP
DIMENSIONAL ETF TRUST
$18M477K8.5%
05
VCIT
VANGUARD SCOTTSDALE FDS
$13M157K6.3%
06
VIOV
VANGUARD ADMIRAL FDS INC
$12M126K5.7%
07
DFNM
DIMENSIONAL ETF TRUST
$10M215K4.9%
08
VOO
VANGUARD INDEX FDS
$10M16K4.7%
09
IVOO
VANGUARD ADMIRAL FDS INC
$9M78K4.1%
10
VTV
VANGUARD INDEX FDS
$8M42K3.7%

Filing history

Filing history loading…
AI Agent · grounded in ASSET
haiku-4-5 · 48 positions indexed
Sector mix
  • Financials8%
  • Health Care18%
  • Cons. Disc.4%
  • Communications46%
  • Energy10%
  • Other14%
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