13F Insight
DOSSIER · 13F-HR · Q3 2026

ESG Planning DBA Harper Investing

$323M in tracked AUM across 86 positions as of Q3 2026.

EP
CIK 0001931465 · last filed Sep 30, 2026
Total AUM
$323M
as of Q3 2026
Holdings
86
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

ESG Planning DBA Harper Investing filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$26M113K8.0%02
BND
VANGUARD BD INDEX FDS
$24M340K7.4%03
MUB
ISHARES TR
$15M147K4.6%04
VGT
VANGUARD WORLD FD
$15M118K4.6%05
AAPL
APPLE INC
$14M42K4.3%06
JNK
SPDR SERIES TRUST
$12M129K3.7%07
MUNI
PIMCO ETF TR
$11M229K3.5%08
NFLX
NETFLIX INC.
$11M162K3.5%09
VEU
VANGUARD INTL EQUITY INDEX F
$9M110K2.8%10
GOOGL
ALPHABET INC
$9M26K2.8%

Filing history

2026Q3Sep 30
$323M▲ 8.9%
86 positionsView →2026Q2Jun 30
$297M▲ 29.4%
84 positionsView →2026Q1Mar 31
$229M▼ 1.4%
75 positionsView →2025Q4Dec 31
$232M▲ 10.6%
65 positionsView →2025Q3Sep 30
$210M▲ 17.4%
63 positionsLocked2025Q2Jun 30
$179M▲ 18.5%
58 positionsLocked2025Q1Mar 31
$151M▲ 11.2%
50 positionsLocked2024Q4Dec 31
$136M▼ 11.1%
45 positionsLocked2024Q3Sep 30
$153M▲ 50.1%
49 positionsLocked2024Q2Jun 30
$102M▲ 19.5%
42 positionsLocked2024Q1Mar 31
$85M▼ 9.4%
36 positionsLocked2023Q4Dec 31
$94M▲ 7.6%
18 positionsLocked
Showing 12 of 19