Harbor Asset Planning, Inc. ETF holdings
Belmont, MA
Reported $120.1M in 252 ETFs in its Form 13F for June 30, 2026.
ETF value
$120.1M
ETFs held
252
Change from prior quarter
+12.0%
With price moves
ETFs as a share of its 13F
90.2%
of $133.2M
Top 10 of 252 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $5.9M | 15,839 | +9 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $5.8M | 170,469 | −107 shares |
| VTV | Vanguard Morningstar Value ETF | $5.4M | 24,962 | +161 shares |
| IVV | iShares Core S&P 500 ETF | $4.9M | 6,566 | −378 shares |
| RWL | Invesco S&P 500 Revenue ETF | $4.9M | 38,065 | +487 shares |
| GSIE | Goldman Sachs ActiveBeta International Equity ETF | $3.7M | 79,962 | −1,454 shares |
| RSPN | Invesco S&P 500 Equal Weight Industrials ETF | $3.6M | 55,570 | +28 shares |
| VGT | Vanguard Information Technology ETF | $3.4M | 28,589 | +24,947 shares |
| SMLF | iShares U.S. Small-Cap Equity Factor ETF | $3.0M | 33,709 | −458 shares |
| DFAI | Dimensional International Core Equity Market ETF | $3.0M | 72,498 | +994 shares |
242 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002077050. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Harbor Asset Planning, Inc. own?
Harbor Asset Planning, Inc. reported 252 ETF positions worth $120.1M in its Form 13F for June 30, 2026. The largest was VTI, at $5.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.