SEC Form 13F

Asset Planning,Inc 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$154,444,197
Positions336

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Eli Lilly & CoLLYLLY$15,868,45913,230
Amazon.Com Inc.AMZNAMZN$14,558,99961,085
Transdigm Group IncTDGTDG$11,676,1238,766
Alphabet (Google Inc) CL AALLGOOGL$11,318,59331,672
Apple Computer IncAAPLAAPL$8,873,73430,667
Costco Wholesale Corp - NewCOSTCOST$6,123,0126,545
NVIDIA CorpNVDANVDA$4,758,31223,781
Welltower IncWELLWELL$4,642,16820,453
Mc Donalds CorpMCDMCD$3,459,81412,799
Altria Group Inc.MOMO$3,408,27047,370

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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