ASSET PLANNING CORPORATION

Name: ASSET PLANNING CORPORATION 13F Holdings
Creator: 13F Insight

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

CIK 0000007773 · last filed Sep 30, 2025

Total AUM

$211M

as of Q3 2025

Holdings

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positions

Whale Score

tracked

Activity

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no data

changes this Q

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight

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