Harbor Asset Planning, Inc.
Harbor Asset Planning, Inc. reported 416 positions worth $133.2M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: VTI (4.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $5.9M | 4.40% | 15,839 | — | — | |
| ▸ 2 | SCHG | SH | $5.8M | 4.33% | 170,469 | — | — | |
| ▸ 3 | VTV | SH | $5.4M | 4.09% | 24,962 | — | — | |
| ▸ 4 | IVV | SH | $4.9M | 3.69% | 6,566 | — | — | |
| ▸ 5 | RWL | SH | $4.9M | 3.65% | 38,065 | — | — | |
| ▸ 6 | GSIE | SH | $3.7M | 2.74% | 79,962 | — | — | |
| ▸ 7 | RSPN | SH | $3.6M | 2.67% | 55,570 | — | — | |
| ▸ 8 | VGT | SH | $3.4M | 2.57% | 28,589 | — | — | |
| ▸ 9 | SMLF | SH | $3.0M | 2.26% | 33,709 | — | — | |
| ▸ 10 | DFAI | SH | $3.0M | 2.25% | 72,498 | — | — |
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Frequently Asked Questions
What stocks does Harbor Asset Planning, Inc. hold as of Q2 2026?
Harbor Asset Planning, Inc. reported 416 positions worth $133.2M in its Q2 2026 13F filing. Largest positions: VTI (4.4%), SCHG (4.3%), VTV (4.1%), IVV (3.7%) and RWL (3.7%).
What did Harbor Asset Planning, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Harbor Asset Planning, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.