§ 13F · FUND PROFILE
Harbor Asset Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $105M (13F)Positions · 1923Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$581K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 13K | $4M | 3.5% | ±0% |
| 2 | IVV | ISHARES TR | 2K | $1M | 1.1% | ±0% |
| 3 | SGOV | ISHARES TR | 13K | $1M | 1.1% | ±0% |
| 4 | IVV | ISHARES TR | 2K | $993K | 0.8% | — |
| 5 | GOOGL | ALPHABET INC | 3K | $955K | 0.8% | ±0% |
| 6 | VHT | VANGUARD WORLD FD | 3K | $812K | 0.7% | ±0% |
| 7 | IWR | ISHARES TR | 7K | $722K | 0.6% | +1% |
| 8 | IVV | ISHARES TR | 897 | $586K | 0.5% | — |
| 9 | IVV | ISHARES TR | 889 | $581K | 0.5% | — |
| 10 | FNDX | SCHWAB STRATEGIC TR | 20K | $563K | 0.5% | ±0% |
§ 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 $105 million in assets. The fund runs a massive portfolio of 1,923 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed