StockDriftsStockDriftsTop 48 Asset Planning Corporation Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFCF | DIMENSIONAL ETF TRUST | 13.7% | 675.3K | $28.9M | +4.35%(+28.16K) | $42.06(+1.23%) | 2025-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 9.98% | 41.8K | $21.0M | +1.76%(+725) | $358.02(+40.30%) | 2025-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.75% | 507.5K | $18.4M | +6.26%(+29.89K) | $30.95(+21.88%) | 2025-09-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 8.54% | 476.8K | $18.0M | +2.61%(+12.12K) | $33.16(+14.15%) | 2025-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 6.27% | 157.1K | $13.2M | +20.25%(+26.45K) | $81.65(+2.50%) | 2025-09-30 | |
| VIOV | VANGUARD ADMIRAL FDS INC | 5.7% | 126.2K | $12.0M | +1.79%(+2.22K) | $73.64(+35.43%) | 2025-09-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 4.9% | 215.3K | $10.3M | -1.12%(-2.44K) | $47.37(+1.52%) | 2025-09-30 | |
| VOO | VANGUARD INDEX FDS | 4.68% | 16.1K | $9.9M | -0.38%(-62) | $378.51(+64.66%) | 2025-09-30 | |
| IVOO | VANGUARD ADMIRAL FDS INC | 4.07% | 77.7K | $8.6M | +1.16%(+889) | $97.13(+16.27%) | 2025-09-30 | |
| VTV | VANGUARD INDEX FDS | 3.7% | 41.8K | $7.8M | +1.02%(+420) | $134.76(+41.81%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.76% | +47.21% | — | — | +47.21% |
| Top 20 Holdings Unweighted | +15.76% | +55.13% | — | — | +55.13% |
Asset Planning Corporation reports $210.83M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are DFCF (13.7%), BRKB (10.0%) and DFAI (8.8%). The top 20 holdings account for 92.07% of reported assets. Its disclosed equity book has returned +47.21% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Asset Planning Corporation’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 7773). View Asset Planning Corporation’s 13F filings on SEC