ESG Planning DBA Harper Investing

Q4 2025 13F-HR Holdings

Location
Santa Clara, CA
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$232,313
Net value change ($000)
+22,308 (10.6%)
New positions
4
Sold out positions
2
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
MUB 2,351 16.8%
GOOGL 2,241 32.7%
VEA 2,193 33.9%
AAPL 1,510 18.3%
MRK 1,424 39.3%
IVOG 1,055 32.6%
JNK 951 9.9%
VEU 912 15.1%
BND 884 5.1%
AMZN 861 13.6%
Top Reduces (Value $000, Stocks/ETFs)
BMO -1,438 -50.3%
META -1,155 -54.1%
SGOV -978 -21.1%
TSLA -217 -100.0%
HD -213 -100.0%
APP -156 -6.3%
AOA -51 -11.0%
GWRE -33 -12.5%
ORCL -23 -5.1%
IBIT -18 -0.9%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type