Harbor Asset Planning, Inc.
All 13F Filings
- Location
- Belmont, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 118,852
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 420 | 118,852 | 13F-HR | Harbor Asset Planning, Inc. |
| Q4 2025 | 1/26/2026 | 442 | 116,995 | 13F-HR | Harbor Asset Planning, Inc. |
| Q3 2025 | 10/17/2025 | 409 | 111,747 | 13F-HR | Harbor Asset Planning, Inc. |
| Q2 2025 | 7/29/2025 | 412 | 104,722 | 13F-HR | Harbor Asset Planning, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.74 K | 15.8% | 0 | 53.21 K | -53.21 K |
| ETFs | 98.98 K | 83.3% | 55.13 K | 0 | 55.13 K |
| Debt | 1.028 K | 0.9% | 0 | 131 | -131 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
118,852
Holdings
420
QoQ value change ($000)
1,857
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.