Harbor Asset Planning, Inc.
All 13F Filings
- Location
- Belmont, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 116,995
- 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 |
|---|---|---|---|---|---|
| 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 | 71.95 K | 61.5% | 2.891 K | 0 | 2.891 K |
| ETFs | 43.85 K | 37.5% | 2.381 K | 0 | 2.381 K |
| Debt | 1.159 K | 1.0% | 0 | 60 | -60 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
116,995
Holdings
442
QoQ value change ($000)
5,248
(4.7%)
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.