ASSET PLANNING CORPORATION Last Quarter Change: USA Stocks, Added

ASSET PLANNING CORPORATION quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, ASSET PLANNING CORPORATION opened 2 positions, added to 6, reduced 1, sold out of 0 and left 7 unchanged. The largest increase in value was BRKB (+$1,062,181); the largest decrease was KO (-$23,479).

BRKB: Country of operation —; Class CL B NEW; Shares 2025-06-30 41,113; Shares 2025-09-30 41,838.
AAPL: Country of operation United States; Class COM; Shares 2025-06-30 6,058; Shares 2025-09-30 6,458.
MSFT: Country of operation United States; Class COM; Shares 2025-06-30 3,180; Shares 2025-09-30 3,421.
NVDA: Country of operation United States; Class COM; Shares 2025-06-30 3,203; Shares 2025-09-30 3,223.

Two Form 13F-HR filings compared (SEC CIK 7773): 2025-06-30 (filed 2025-07-23) and 2025-09-30 (filed 2025-11-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2025-06-30	Shares 2025-09-30	Share change	Value 2025-06-30	Value 2025-09-30	Value change
BRKB BERKSHIRE HATHAWAY INC DEL		CL B NEW	41,113	41,838	+725	$19,971,639	$21,033,820	+$1,062,181
AAPL APPLE INC	United States	COM	6,058	6,458	+400	$1,242,818	$1,644,303	+$401,485
MSFT MICROSOFT CORP	United States	COM	3,180	3,421	+241	$1,582,002	$1,772,132	+$190,130
NVDA NVIDIA CORPORATION	United States	COM	3,203	3,223	+20	$505,969	$601,271	+$95,302
XOMXXXX EXXON MOBIL CORP		COM	7,712	7,714	+2	$831,335	$869,803	+$38,468
AMGN AMGEN INC	United States	COM	758	858	+100	$211,641	$242,128	+$30,487

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