Asset Planning,Inc
Annual return '25
+21.5%
SPY '25
+17.7%
Alpha
+3.8ptsvs SPY
Invested
$334.4M
Holdings
287
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMZN
Amazon.Com Inc.
Q1 2026: Sold 16.9% (12.3k → 10.3k shares)
9.4%
02
$LLY
Eli Lilly & Co
Held since at least Q1 2024
8.9%
03
$TDG
Transdigm Group Inc
Held since at least Q1 2024
7.5%
04
$ALL
Allstate Corp.
Held since at least Q1 2024
6.8%
05
$AAPL
Apple Computer Inc
Q1 2026: Sold 5.2% (38.2k → 36.2k shares)
5.6%
06
$COST
Costco Wholesale Corp - New
Held since at least Q1 2024
5.3%
07
$NVDA
NVIDIA Corp
Q1 2026: Sold 0.6% (21.7k → 21.5k shares)
2.9%
08
$MCD
Mc Donalds Corp
Held since at least Q1 2024
2.9%
09
$WELL
Welltower Inc
Held since at least Q1 2024
2.8%
10
$MO
Altria Group Inc.
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:24 UTC.