ESG Planning DBA Harper Investing

Q3 2025 13F-HR Holdings

Location
Santa Clara, CA
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
63
Total value ($000)
$210,005
Net value change ($000)
+31,160 (17.4%)
New positions
6
Sold out positions
1
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 2,652 63.0%
MUB 2,550 22.3%
VEA 2,494 62.6%
AAPL 2,096 34.0%
VGT 2,076 27.2%
BND 1,952 12.6%
JNK 1,436 17.5%
DFAS 1,431 30.8%
APP 1,280 105.5%
VCR 1,277 25.1%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -4,634 -19.1%
CSCO -1,063 -100.0%
MUNI -680 -6.6%
SGOV -188 -3.9%
IVV -178 -45.6%
BMY -61 -9.0%
META -36 -1.7%
GWRE -8 -2.9%
XLV -6 -0.8%
IBM -5 -2.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type