Harbor Asset Planning, Inc. Portfolio Holdings
Harbor Asset Planning, Inc.
- $117 Billion
- Q4 2025
Harbor Asset Planning, Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 1988 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $5.32B, Vanguard Total Stock Market Et with a value of $5.31B, Ishares Core S&P 500 ETF with a value of $4.74B, Vanguard Value ETF with a value of $4.53B, and Invesco Exchange Traded Fd Tr with a value of $4.05B.
Examining the 13F form we can see an increase of $5.25B in the current position value, from $112B to 117B.
Harbor Asset Planning, Inc. is based out at Belmont, MA
Below you can find more details about Harbor Asset Planning, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,988
- Current Value $117 Billion
- Prior Value $112 Billion
- Filing
- Period Q4 2025
- Filing Date January 23, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 39 stocks
- Additional Purchases 171 stocks
- Sold out of 0 stocks
- Reduced holdings in 25 stocks