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 Market Cap. of $10 Billions to $200 Billions
