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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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