ESG Planning DBA Harper Investing - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, ESG Planning DBA Harper Investing held in its portfolio 64 assets valued at $232,313,182 (i.e. $232.31M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($20.12M), VANGUARD BD INDEX FDS ($18.33M), and ISHARES TR ($16.31M).
The chart below shows the top 10 valuable assets, and the table below shows the top 64 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ESG Planning DBA Harper Investing - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 107865 | 20116738 | COM |
| VANGUARD BD INDEX FDS | 247424 | 18326714 | TOTAL BND MRKT |
| ISHARES TR | 152311 | 16313987 | NATIONAL MUN ETF |
| SPDR SERIES TRUST | 111537 | 10835158 | STATE STREET SPD |
| VANGUARD WORLD FD | 13838 | 10431151 | INF TECH ETF |
| APPLE INC | 35972 | 9779357 | COM |
| PIMCO ETF TR | 182969 | 9589405 | INTER MUN BD ACT |
| ALPHABET INC | 29079 | 9101868 | CAP STK CL A |
| VANGUARD TAX-MANAGED FDS | 138793 | 8670396 | VAN FTSE DEV MKT |
| AMAZON COM INC | 31145 | 7188889 | COM |
| VANGUARD INTL EQUITY INDEX F | 94280 | 6935218 | ALLWRLD EX US |
| VANGUARD WORLD FD | 17549 | 6912720 | CONSUM DIS ETF |
| DIMENSIONAL ETF TRUST | 97495 | 6792452 | US SMALL CAP ETF |
| VANGUARD WORLD FD | 20143 | 6010359 | INDUSTRIAL ETF |
| MERCK & CO INC | 47966 | 5048924 | COM |
| VANGUARD WORLD FD | 37699 | 5032503 | FINANCIALS ETF |
| VANGUARD WORLD FD | 20574 | 4346118 | CONSUM STP ETF |
| VANGUARD ADMIRAL FDS INC | 35671 | 4287728 | MIDCP 400 GRTH |
| SELECT SECTOR SPDR TR | 105337 | 4250340 | STATE STREET REA |
| VANGUARD INDEX FDS | 12140 | 4070336 | TOTAL STK MKT |
| VANGUARD WORLD FD | 14116 | 4063370 | HEALTH CAR ETF |
| SPDR GOLD TR | 9534 | 3778420 | GOLD SHS |
| ISHARES TR | 36442 | 3658080 | 0-3 MNTH TREASRY |
| MICROSOFT CORP | 6008 | 2905788 | COM |
| VANGUARD WORLD FD | 14054 | 2721219 | COMM SRVC ETF |
| SELECT SECTOR SPDR TR | 18039 | 2597014 | STATE STREET TEC |
| VANGUARD INTL EQUITY INDEX F | 48218 | 2592212 | FTSE EMR MKT ETF |
| CROWDSTRIKE HLDGS INC | 5462 | 2560367 | CL A |
| SELECT SECTOR SPDR TR | 56049 | 2392712 | STATE STREET UTI |
| VISA INC | 6719 | 2356384 | COM CL A |
| APPLOVIN CORP | 3469 | 2337482 | COM CL A |
| SPDR INDEX SHS FDS | 59332 | 2322840 | S&P EM MKT DIV |
| MASTERCARD INCORPORATED | 3949 | 2254593 | CL A |
| EQUINIX INC | 2484 | 1903258 | COM |
| ISHARES BITCOIN TRUST ETF | 38177 | 1895488 | SHS BEN INT |
| THERMO FISHER SCIENTIFIC INC | 2522 | 1461659 | COM |
| BANK MONTREAL QUE | 56276 | 1421532 | CAL LKD 45 |
| ISHARES TR | 11077 | 1170728 | EXPANDED TECH |
| DANAHER CORPORATION | 4718 | 1079948 | COM |
| HONEYWELL INTL INC | 5360 | 1045592 | COM |
| VANGUARD WORLD FD | 4830 | 1002443 | MATERIALS ETF |
| LOWES COS INC | 4130 | 995916 | COM |
| UNION PAC CORP | 4251 | 983345 | COM |
| META PLATFORMS INC | 1487 | 981417 | CL A |
| SELECT SECTOR SPDR TR | 5580 | 863837 | STATE STREET HEA |
| BRISTOL-MYERS SQUIBB CO | 13811 | 744965 | COM |
| SPDR S&P 500 ETF TR | 884 | 602560 | TR UNIT |
| ISHARES TR | 5230 | 522375 | CORE US AGGBD ET |
| ISHARES TR | 16871 | 460580 | FALN ANGLS USD |
| ALPHABET INC | 1467 | 460441 | CAP STK CL C |
| ORACLE CORP | 2196 | 428070 | COM |
| ISHARES TR | 4615 | 413350 | CORE 80/20 AGGRE |
| QUALCOMM INC | 2304 | 394037 | COM |
| APPLIED MATLS INC | 1428 | 367104 | COM |
| ISHARES TR | 5591 | 363478 | CORE 60/40 BALAN |
| ABBVIE INC | 1202 | 274597 | COM |
| VANECK ETF TRUST | 755 | 271741 | SEMICONDUCTR ETF |
| ADVANCED MICRO DEVICES INC | 1253 | 268368 | COM |
| INTERNATIONAL BUSINESS MACHS | 801 | 237351 | COM |
| ISHARES TR | 1187 | 237086 | U.S. TECH ETF |
| GUIDEWIRE SOFTWARE INC | 1150 | 231162 | COM |
| DIMENSIONAL ETF TRUST | 5608 | 222012 | US CORE EQUITY 2 |
| ISHARES TR | 320 | 219311 | CORE S&P500 ETF |
| ELI LILLY & CO | 194 | 208589 | COM |
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