Asset Planning,Inc ETF holdings
Los Alamitos, CA
Reported $652K in 14 ETFs in its Form 13F for June 30, 2026.
ETF value
$652K
ETFs held
14
Change from prior quarter
+4.0%
With price moves
ETFs as a share of its 13F
0.4%
of $154.4M
Top 10 of 14 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BTC | Grayscale Bitcoin Mini Trust ETF | $224K | 8,650 | No change |
| OEF | iShares S&P 100 ETF | $110K | 300 | No change |
| TLH | iShares 10-20 Year Treasury Bond ETF | $80K | 800 | +9 shares |
| DES | WisdomTree U.S. SmallCap Dividend Fund | $43K | 1,050 | No change |
| CMF | iShares California Muni Bond ETF | $40K | 700 | No change |
| FBTC | Fidelity Wise Origin Bitcoin Fund | $38K | 750 | No change |
| FHLC | Fidelity MSCI Health Care Index ETF | $31K | 406 | No change |
| FDN | First Trust Dow Jones Internet Index Fund | $20K | 76 | No change |
| DBO | Invesco DB Oil Fund | $18K | 1,000 | New position |
| IVV | iShares Core S&P 500 ETF | $16K | 22 | No change |
4 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002048547. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Asset Planning,Inc own?
Asset Planning,Inc reported 14 ETF positions worth $652K in its Form 13F for June 30, 2026. The largest was BTC, at $224K.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.