Question 1

What stocks does ASSET PLANNINGINC hold in its portfolio?

Accepted Answer

ASSET PLANNINGINC's top stock holdings include BTC, LLY, AMZN and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ASSET PLANNINGINC's largest stock holdings?

Accepted Answer

ASSET PLANNINGINC's largest stock holdings as of their last filing include BTC (valued at approximately $0.2 million), LLY (valued at approximately $15.9 million), AMZN (valued at approximately $14.6 million), DNP (valued at approximately $0.2 million), OEF (valued at approximately $0.1 million).

Question 3

When was ASSET PLANNINGINC's last SEC filing?

Accepted Answer

ASSET PLANNINGINC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ASSET PLANNINGINC recently bought or sold?

Accepted Answer

ASSET PLANNINGINC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ASSET PLANNINGINC reported?

Accepted Answer

ASSET PLANNINGINC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ASSET PLANNINGINC invest in?

Accepted Answer

ASSET PLANNINGINC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.