Harbor Asset Planning, Inc. Portfolio Holdings

Harbor Asset Planning, Inc.

  • $112 Billion
  • Q3 2025

Harbor Asset Planning, Inc. has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 1913 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 $5.22B, Schwab Strategic Tr Us Large C with a value of $5.2B, Ishares Core S&P 500 ETF with a value of $4.62B, Vanguard Value ETF with a value of $4.35B, and Invesco Exchange Traded Fd Tr with a value of $3.66B.

Examining the 13F form we can see an increase of $7.03B in the current position value, from $105B to 112B.

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 $112 Billion
ETFs: $97.5 Billion
Technology: $4.29 Billion
Communication Services: $1.84 Billion
Financial Services: $1.41 Billion
Consumer Cyclical: $1.29 Billion
Healthcare: $992 Million
Industrials: $613 Million
Consumer Defensive: $567 Million
Other: $819 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.22 Billion 4.67% of portfolio
15,894
Q3 2025 Added 0.03%
$0
$5.2 Billion 4.65% of portfolio
162,915
Q3 2025 Added 1.41%
$0
$4.62 Billion 4.13% of portfolio
6,903
Q3 2025 Reduced 0.14%
$0
$4.35 Billion 3.89% of portfolio
23,303
Q3 2025 Reduced 0.15%
$0
$3.66 Billion 3.28% of portfolio
33,105
Q3 2025 Added 0.48%
$0
$3.33 Billion 2.98% of portfolio
80,978
Q3 2025 Added 6.33%
$0
$2.79 Billion 2.5% of portfolio
49,758
Q3 2025 Added 0.83%
$0
$2.69 Billion 2.41% of portfolio
3,595
Q3 2025 Added 0.03%
$0
$2.61 Billion 2.34% of portfolio
24,878
Q3 2025 Reduced 4.18%
$0
$2.57 Billion 2.3% of portfolio
34,575
Q3 2025 Added 3.26%
$0
$2.55 Billion 2.28% of portfolio
96,805
Q3 2025 Added 0.25%
$0
$2.5 Billion 2.24% of portfolio
68,778
Q3 2025 Added 8.17%
$0
$2.29 Billion 2.05% of portfolio
51,461
Q3 2025 Reduced 5.85%
$0
$2.21 Billion 1.97% of portfolio
21,916
Q3 2025 Reduced 4.24%
$0
$2.19 Billion 1.96% of portfolio
28,642
Q3 2025 Added 1.04%
$0
$1.94 Billion 1.74% of portfolio
6,522
Q3 2025 Reduced 1.24%
$0
$1.77 Billion 1.58% of portfolio
67,174
Q3 2025 Reduced 10.31%
$0
$1.61 Billion 1.44% of portfolio
6,185
Q3 2025 Reduced 5.67%
$0
$1.53 Billion 1.37% of portfolio
4,974
Q3 2025 Added 0.24%
$0
$1.36 Billion 1.22% of portfolio
49,983
Q3 2025 Added 0.95%
$0
$1.25 Billion 1.12% of portfolio
2,613
Q3 2025 Added 4.98%
$0
$1.25 Billion 1.12% of portfolio
2,673
Q3 2025 Added 0.07%
$0
$1.24 Billion 1.11% of portfolio
3,385
Q3 2025 Added 0.33%
$0
$1.21 Billion 1.08% of portfolio
23,621
Q3 2025 Added 2.55%
$0
$1.15 Billion 1.03% of portfolio
15,935
Q3 2025 Added 1.88%
$0
$1.15 Billion 1.03% of portfolio
4,710
Q3 2025 Reduced 1.53%
$0
$1.09 Billion 0.97% of portfolio
10,947
Q3 2025 Added 0.33%
$0
$1.07 Billion 0.96% of portfolio
12,612
Q3 2025 Reduced 13.0%
$0
$988 Million 0.88% of portfolio
31,700
Q3 2025 Added 0.34%
$0
$907 Million 0.81% of portfolio
15,773
Q3 2025 Added 0.31%
$0
$883 Million 0.79% of portfolio
9,142
Q3 2025 Added 0.34%
$0
$856 Million 0.77% of portfolio
33,462
Q3 2025 Added 20.04%
$0
$764 Million 0.68% of portfolio
3,754
Q3 2025 Added 0.32%
$0
$722 Million 0.65% of portfolio
12,635
Q3 2025 Reduced 8.7%
$0
$711 Million 0.64% of portfolio
5,648
Q3 2025 Reduced 5.54%
$0
$703 Million 0.63% of portfolio
15,554
Q3 2025 Added 0.42%
$0
$669 Million 0.6% of portfolio
1,115
Q3 2025 Added 0.27%
$0
$651 Million 0.58% of portfolio
10,064
Q2 2025 New
$0
$626 Million 0.56% of portfolio
8,542
Q3 2025 Added 0.29%
$0
$595 Million 0.53% of portfolio
6,644
Q3 2025 Added 3.31%
$0
$557 Million 0.5% of portfolio
18,963
Q3 2025 Reduced 1.5%
$0
$560 Million 0.5% of portfolio
2,063
Q3 2025 Added 1.38%
$0
$555 Million 0.5% of portfolio
8,746
Q2 2025 New
$0
$552 Million 0.49% of portfolio
3,941
Q3 2025 Added 0.61%
$0
$521 Million 0.47% of portfolio
1,846
Q3 2025 Added 0.11%
$0
$501 Million 0.45% of portfolio
2,575
Q3 2025 Added 0.23%
$0
$505 Million 0.45% of portfolio
19,649
Q3 2025 Reduced 11.18%
$0
$479 Million 0.43% of portfolio
6,525
Q3 2025 Added 0.48%
$0
$404 Million 0.36% of portfolio
5,196
Q3 2025 Added 0.39%

Summary

  • Portfolio
  • No. of Stocks 1,913
  • Current Value $112 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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