§ 13F · FUND PROFILE
Harbor Asset Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $104.7T (13F)Positions · 1923Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$117.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 13K | $4.3T | 3.7% | NEW |
| 2 | IVV | ISHARES TR | 2K | $1.4T | 1.2% | NEW |
| 3 | SGOV | ISHARES TR | 13K | $1.3T | 1.1% | NEW |
| 4 | GOOGL | ALPHABET INC | 3K | $1.0T | 0.9% | NEW |
| 5 | IVV | ISHARES TR | 2K | $1.0T | 0.9% | NEW |
| 6 | VHT | VANGUARD WORLD FD | 3K | $857.8B | 0.7% | NEW |
| 7 | IWR | ISHARES TR | 7K | $712.6B | 0.6% | NEW |
| 8 | IVV | ISHARES TR | 894 | $612.7B | 0.5% | NEW |
| 9 | IVV | ISHARES TR | 886 | $607.1B | 0.5% | NEW |
| 10 | FNDX | SCHWAB STRATEGIC TR | 20K | $547.8B | 0.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HARBOR SIGNAL
AC read
Harbor Asset Planning, Inc. is a Other fund managing $104721.8 trillion in assets. The fund runs a massive portfolio of 1,923 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed