Esg Planning Portfolio Holdings

Esg Planning

  • $175 Million
  • Q2 2025

Esg Planning has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $175 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $24.3M, Vanguard Bd Index Fd Inc Total with a value of $15.5M, Ishares National Muni Bond ETF with a value of $11.4M, Pimco ETF Tr Inter Mun Bd Acti with a value of $10.3M, and Spdr Bloomberg High Yield Bond with a value of $8.22M.

Examining the 13F form we can see an increase of $26.7M in the current position value, from $148M to 175M.

Esg Planning is based out at Santa Clara, CA

Below you can find more details about Esg Planning portfolio as well as his latest detailed transactions.

Portfolio value $175 Million
ETFs: $113 Million
Technology: $38.6 Million
Communication Services: $6.38 Million
Consumer Cyclical: $6.07 Million
Healthcare: $4.59 Million
Financial Services: $3.41 Million
Industrials: $1.46 Million
Real Estate: $1.34 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.5 Million 8.85% of portfolio
210,395
Q2 2025 Added 15.65%
$0
$11.4 Million 6.52% of portfolio
109,240
Q2 2025 Reduced 47.16%
$0
$10.3 Million 5.87% of portfolio
200,221
Q2 2025 New
$0
$8.22 Million 4.69% of portfolio
84,490
Q2 2025 Reduced 12.22%
$0
$7.64 Million 4.36% of portfolio
11,511
Q2 2025 Reduced 5.2%
$0
$5.09 Million 2.91% of portfolio
14,050
Q2 2025 Reduced 9.85%
$0
$5.08 Million 2.9% of portfolio
75,614
Q2 2025 Reduced 4.7%
$0
$4.82 Million 2.75% of portfolio
47,905
Q2 2025 Added 154.83%
$0
$4.65 Million 2.65% of portfolio
72,939
Q2 2025 Added 0.05%
$0
$4.31 Million 2.46% of portfolio
15,384
Q2 2025 Reduced 0.68%
$0
$3.98 Million 2.27% of portfolio
69,860
Q2 2025 Added 822.24%
$0
$3.54 Million 2.02% of portfolio
27,837
Q2 2025 Added 0.25%
$0
$3.25 Million 1.86% of portfolio
14,851
Q2 2025 Reduced 0.21%
$0
$3.2 Million 1.83% of portfolio
10,532
Q2 2025 Added 18.75%
$0
$3.1 Million 1.77% of portfolio
74,873
Q2 2025 Reduced 2.5%
$106B
$2.47 Million 1.41% of portfolio
8,088
Q2 2025 Reduced 7.49%
$0
$1.99 Million 1.14% of portfolio
17,600
Q2 2025 New
$0
$1.78 Million 1.02% of portfolio
10,406
Q2 2025 Added 1.45%
$0
$1.73 Million 0.99% of portfolio
21,211
Q2 2025 Added 0.92%
$0
$1.74 Million 0.99% of portfolio
6,883
Q2 2025 Added 1.18%
$0
$1.66 Million 0.95% of portfolio
43,598
Q2 2025 Reduced 0.74%
$0
$1.19 Million 0.68% of portfolio
24,141
Q2 2025 New
$0
$899,000 0.51% of portfolio
8,219
Q2 2025 Added 0.39%
$0
$777,000 0.44% of portfolio
5,770
Q2 2025 New
$0
$615,000 0.35% of portfolio
3,160
Q2 2025 Reduced 18.41%
$0
$449,000 0.26% of portfolio
16,547
Q2 2025 New
$0
$425,000 0.24% of portfolio
5,105
Q2 2025 Added 49.66%
$0
$389,000 0.22% of portfolio
628
Q2 2025 New
$0
$329,000 0.19% of portfolio
5,349
Q2 2025 Added 31.07%
$0
$205,000 0.12% of portfolio
1,187
Q2 2025 New
$0
$215,000 0.12% of portfolio
2,433
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $175 Million
  • Prior Value $148 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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