Asset Planning,Inc - Q12026 Holdings

Asset Planning,Inc holds 299 stocks with a total portfolio value of $ 140.68M as of Q12026. In Q12026, Asset Planning,Inc added 16 new positions, increased stakes in 95 stocks, reduced 24 holdings, and fully exited 11 positions. The largest holding is Amazon.Com Inc. (AMZN), representing 9.37% of the total portfolio.