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Harbor Asset Planning, Inc. Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    belmont, MA
  • CIK
    0002077050
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

442

$117M
SCHG, VTI, IVV, VTV
13F-HR
Jan 26, 2026
000139834426001149

409

$111.75M
VTI, SCHG, IVV, VTV
13F-HR
Oct 17, 2025
000139834425019249

412

$104.72M
VTI, SCHG, IVV, VTV
13F-HR
Jul 29, 2025
000139834425013949