Asset Planning, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal executive office at 4281 Kattella Avenue Suite 203 in Los Alamitos, California.
The report details the firm's investment portfolio, which includes positions in over 300 different equities. The filings indicate that the firm holds 329 distinct securities in its portfolio.
The largest position disclosed in the filing is Eli Lilly & Co., with a reported value of $15,319,840 and 13,240 shares. Microsoft Corp. is the second-largest holding, valued at $2,592,905 with 5,055 shares. Other notable holdings include NVIDIA Corp. (23,781 shares), Apple Computer Inc. (29,716 shares), and Amazon.com Inc. (61,016 shares).
The filing also lists a significant position in the Grayscale Bitcoin Mini Trust, with 8,650 shares. Additionally, the firm holds shares in various exchange-traded funds, including the iShares Core S&P 500 ETF (IVV) and the Fidelity Wise Origin Bitcoin Fund (FBTC).
The report lists Carol Somoano, Chief Compliance Officer, as the authorized signer for the filing.
