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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43T
$1.1 Billion 1.05% of portfolio
5,367
Q2 2025 New
$3.91T
$954 Million 0.91% of portfolio
1,919
Q2 2025 New
$1.16T
$794 Million 0.76% of portfolio
4,505
Q2 2025 New
$396B
$683 Million 0.65% of portfolio
1,863
Q2 2025 New
$611B
$358 Million 0.34% of portfolio
737
Q2 2025 New
$2.26T
$249 Million 0.24% of portfolio
1,136
Q2 2025 New
$691B
$164 Million 0.16% of portfolio
750
Q2 2025 New
$709B
$156 Million 0.15% of portfolio
200
Q2 2025 New
$446B
$142 Million 0.14% of portfolio
928
Q2 2025 New
$362B
$136 Million 0.13% of portfolio
852
Q2 2025 New
$429B
$137 Million 0.13% of portfolio
138
Q2 2025 New
$444B
$113 Million 0.11% of portfolio
1,046
Q2 2025 New
$1.2T
$79.1 Million 0.08% of portfolio
349
Q2 2025 New
$284B
$71.9 Million 0.07% of portfolio
1,036
Q2 2025 New
$347B
$58.1 Million 0.06% of portfolio
313
Q2 2025 New
$301B
$65.5 Million 0.06% of portfolio
925
Q2 2025 New
$1.2T
$56.8 Million 0.05% of portfolio
320
Q2 2025 New
$210B
$37.4 Million 0.04% of portfolio
301
Q2 2025 New
$281B
$45.8 Million 0.04% of portfolio
468
Q2 2025 New
$226B
$34 Million 0.03% of portfolio
88
Q2 2025 New
$447B
$27.7 Million 0.03% of portfolio
175
Q2 2025 New
$555B
$28.8 Million 0.03% of portfolio
81
Q2 2025 New
$855B
$26.4 Million 0.03% of portfolio
91
Q2 2025 New
$201B
$22.6 Million 0.02% of portfolio
285
Q2 2025 New
$229B
$22.8 Million 0.02% of portfolio
156
Q2 2025 New
$226B
$18.5 Million 0.02% of portfolio
63
Q2 2025 New
$299B
$22.1 Million 0.02% of portfolio
154
Q2 2025 New
$524B
$5.36 Million 0.01% of portfolio
4
Q2 2025 New
$364B
$10.3 Million 0.01% of portfolio
218
Q2 2025 New
$247B
$9.91 Million 0.01% of portfolio
14
Q2 2025 New
$221B
$7.02 Million 0.01% of portfolio
22
Q2 2025 New
$320B
$1.25 Million 0.0% of portfolio
11
Q2 2025 New
$1.01T
$1.91 Million 0.0% of portfolio
6
Q2 2025 New
$298B
$1.43 Million 0.0% of portfolio
6
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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