Harbor Asset Planning, Inc.

DOSSIER · 13F-HR · Q3 2026

Harbor Asset Planning, Inc.

$133M in tracked AUM across 2,048 positions as of Q3 2026.

HA

CIK 0002077050 · last filed Sep 30, 2026

Total AUM

$133M

as of Q3 2026

Holdings

2,048

—

positions

Whale Score

41

41

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Harbor Asset Planning, Inc. 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

SCHG

SCHWAB US LARGE-CAP GROWTH ETF

$6M171K4.6%02

VTI

VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

$6M16K4.4%03

VTV

VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR VALUE ETF

$5M24K4.0%04

RWL

INVESCO EXCH TRADED FD TR II S&P 500 REVENUE

$5M40K3.9%05

IVV

ISHARES CORE S&P 500 ETF

$5M7K3.8%06

GSIE

GOLDMAN SACHS ETF TR ACTIVEBETA INT

$4M80K2.7%07

VGT

VANGUARD WORLD FD INF TECH ETF

$4M28K2.7%08

RSPN

INVESCO EXCHANGE TRADED FD TR S&P500 EQL IND

$3M57K2.5%09

DFAI

DIMENSIONAL ETF TRUST INTL CORE EQT MK

$3M73K2.3%10

SCHX

SCHWAB STRATEGIC TR US LARGE-CAP ETF