Harbor Asset Planning, Inc. Portfolio Holdings

Harbor Asset Planning, Inc.

  • $105 Billion
  • Q2 2025

Harbor Asset Planning, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 1923 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $4.83B, Schwab Strategic Tr Us Large C with a value of $4.69B, Ishares Core S&P 500 ETF with a value of $4.29B, Vanguard Value ETF with a value of $4.13B, and Invesco Exchange Traded Fd Tr with a value of $3.44B.

Examining the 13F form we can see an increase of $105B in the current position value.

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.

Portfolio value $105 Billion
ETFs: $91.8 Billion
Technology: $3.8 Billion
Communication Services: $1.55 Billion
Financial Services: $1.38 Billion
Consumer Cyclical: $1.17 Billion
Healthcare: $951 Million
Industrials: $614 Million
Consumer Defensive: $577 Million
Other: $778 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.83 Billion 4.61% of portfolio
15,890
Q2 2025 New
$0
$4.69 Billion 4.48% of portfolio
160,643
Q2 2025 New
$0
$4.29 Billion 4.1% of portfolio
6,913
Q2 2025 New
$0
$4.13 Billion 3.94% of portfolio
23,339
Q2 2025 New
$0
$3.44 Billion 3.28% of portfolio
32,947
Q2 2025 New
$0
$3.02 Billion 2.88% of portfolio
76,156
Q2 2025 New
$0
$2.64 Billion 2.52% of portfolio
49,346
Q2 2025 New
$0
$2.55 Billion 2.44% of portfolio
25,963
Q2 2025 New
$0
$2.38 Billion 2.28% of portfolio
3,594
Q2 2025 New
$0
$2.36 Billion 2.25% of portfolio
96,563
Q2 2025 New
$0
$2.33 Billion 2.22% of portfolio
54,659
Q2 2025 New
$0
$2.3 Billion 2.2% of portfolio
22,886
Q2 2025 New
$0
$2.28 Billion 2.17% of portfolio
33,484
Q2 2025 New
$0
$2.2 Billion 2.1% of portfolio
63,582
Q2 2025 New
$0
$2.1 Billion 2.0% of portfolio
28,348
Q2 2025 New
$0
$1.84 Billion 1.75% of portfolio
74,893
Q2 2025 New
$0
$1.75 Billion 1.67% of portfolio
11,886
Q2 2025 New
$0
$1.63 Billion 1.55% of portfolio
6,557
Q2 2025 New
$0
$1.42 Billion 1.35% of portfolio
4,962
Q2 2025 New
$0
$1.31 Billion 1.25% of portfolio
49,512
Q2 2025 New
$0
$1.18 Billion 1.12% of portfolio
23,033
Q2 2025 New
$0
$1.16 Billion 1.11% of portfolio
14,496
Q2 2025 New
$0
$1.15 Billion 1.09% of portfolio
3,374
Q2 2025 New
$0
$1.13 Billion 1.08% of portfolio
2,671
Q2 2025 New
$3.36T
$1.1 Billion 1.05% of portfolio
5,367
Q2 2025 New
$0
$1.09 Billion 1.04% of portfolio
2,489
Q2 2025 New
$0
$1.08 Billion 1.03% of portfolio
4,783
Q2 2025 New
$0
$1.05 Billion 1.0% of portfolio
15,641
Q2 2025 New
$0
$994 Million 0.95% of portfolio
10,911
Q2 2025 New
$3.83T
$954 Million 0.91% of portfolio
1,919
Q2 2025 New
$0
$905 Million 0.86% of portfolio
31,592
Q2 2025 New
$0
$866 Million 0.83% of portfolio
15,725
Q2 2025 New
$0
$838 Million 0.8% of portfolio
9,111
Q2 2025 New
$1.18T
$794 Million 0.76% of portfolio
4,505
Q2 2025 New
$0
$787 Million 0.75% of portfolio
13,839
Q2 2025 New
$0
$727 Million 0.69% of portfolio
3,742
Q2 2025 New
$0
$711 Million 0.68% of portfolio
27,875
Q2 2025 New
$0
$694 Million 0.66% of portfolio
5,979
Q2 2025 New
$381B
$683 Million 0.65% of portfolio
1,863
Q2 2025 New
$0
$655 Million 0.63% of portfolio
15,489
Q2 2025 New
Fidelity Covington Trust
-
$663 Million 0.63% of portfolio
-
Q2 2025 New
Fidelity Covington Trust
-
$646 Million 0.62% of portfolio
-
Q2 2025 New
$0
$615 Million 0.59% of portfolio
10,064
Q2 2025 New
$0
$614 Million 0.59% of portfolio
1,112
Q2 2025 New
$0
$607 Million 0.58% of portfolio
8,517
Q2 2025 New
$0
$562 Million 0.54% of portfolio
19,251
Q2 2025 New
$53.1B
$552 Million 0.53% of portfolio
1,782
Q2 2025 New
$0
$550 Million 0.53% of portfolio
6,431
Q2 2025 New
$0
$532 Million 0.51% of portfolio
3,917
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,923
  • Current Value $105 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 412 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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