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Manager record

Asset Planning Corporation

CIK 7773 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$210.83MReported 13F valueQ3 2025 · as filed
48Holdings listed
+12.2%vs prior quartervalue change includes market moves
2Quarters on record
Nov 06Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2025Q2 2025: $187.9M$187.9MQ2 202543 holdingsQ3 2025: $210.8M$210.8MQ3 202548 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Nov 06 2025 13F-HR · period Q3 2025

$210.83M · 48 holdings listed · View original SEC filing ↗
Jul 23 2025 13F-HR · period Q2 2025

$187.95M · 43 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2025 · latest filing Nov 06, 2025 · Change methodology