DOSSIER · 13F-HR · Q2 2026

Harbor Asset Planning, Inc.

$133M in tracked AUM across 2,028 positions as of Q2 2026.

HA
CIK 0002077050 · last filed Jun 30, 2026
Total AUM
$133M
as of Q2 2026
Holdings
2,028
positions
Whale Score
41
41
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Harbor Asset Planning, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$6M16K4.4%
02
SCHG
SCHWAB STRATEGIC TR
$6M170K4.3%
03
VTV
VANGUARD INDEX FDS
$5M25K4.1%
04
IVV
ISHARES TR
$5M7K3.7%
05
RWL
INVESCO EXCH TRADED FD TR II
$5M38K3.7%
06
GSIE
GOLDMAN SACHS ETF TR
$4M80K2.7%
07
RSPN
INVESCO EXCHANGE TRADED FD T
$4M56K2.7%
08
VGT
VANGUARD WORLD FD
$3M29K2.6%
09
SMLF
ISHARES TR
$3M34K2.3%
10
DFAI
DIMENSIONAL ETF TRUST
$3M72K2.2%

Filing history

2026Q2Jun 30
$133M 12.0%
2,028 positionsView →
2026Q1Mar 31
$119M 1.6%
2,052 positionsView →
2025Q4Dec 31
$117M 4.7%
1,988 positionsView →
2025Q3Sep 30
$112M 6.7%
1,913 positionsView →
2025Q2Jun 30
$105M
1,923 positionsLocked