Asset Planning,Inc
RIA/Wealth
Asset Planning,Inc is a RIA/Wealth based in Los Alamitos, CA led by Sandra Cheryl Field, reporting $506.0M in AUM as of Q3 2025 with 54% concentrated in top 10 holdings.
PresidentSandra Cheryl Field
- Portfolio Value
- $137.7M
- Positions
- 285
- Top Holding
- AMZN at 10.21%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Asset Planning,Inc's portfolio (54.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Specialty Retail Consumer Cyclical | $14.1M | 10.21% | -$57.1K Sold | 0.00% 64.1K shares | |
Aerospace & Defense Industrials | $11.9M | 8.66% | +$325.5K Bought | 0.02% 9.1K shares | |
Drug Manufacturers - General Healthcare | $10.5M | 7.64% | -$139.6K Sold | 0.00% 13.8K shares | |
Insurance - Property & Casualty Financial Services | $8.1M | 5.85% | -$22.4K Sold | 0.01% 33.2K shares | |
Consumer Electronics Technology | $8.0M | 5.80% | +$5.9K Bought | 0.00% 31.4K shares | |
Discount Stores Consumer Defensive | $6.8M | 4.97% | -$7.4K Sold | 0.00% 7.4K shares | |
Semiconductors Technology | $4.6M | 3.31% | +$26.3K Bought | 0.00% 24.4K shares | |
Restaurants Consumer Cyclical | $3.9M | 2.87% | -$48.6K Sold | 0.00% 13.0K shares | |
REIT - Healthcare Facilities Real Estate | $3.6M | 2.60% | -$16.6K Sold | 0.00% 20.1K shares | |
Tobacco Consumer Defensive | $3.3M | 2.38% | -$27.0K Sold | 0.00% 49.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Asset Planning,Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-86.96% | |
-80.0% | |
-48.08% | |
-42.24% |
Analytics
Portfolio insights and performance metrics for Asset Planning,Inc
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