Harbor Asset Planning, Inc.

Est. AUM

$18.4M

13F long equity, this entity only

Positions

416

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ATN INTL INC	COM	$511K	18767	2.77%	SOLE
2	HOME DEPOT INC	COM	$504K	1533	2.73%	SOLE
3	AUTODESK INC	COM	$427K	1782	2.32%	SOLE
4	VANGUARD INDEX FDS	GROWTH ETF	$390K	893	2.12%	SOLE
5	INVESCO QQQ TR	UNIT SER 1	$315K	546	1.71%	SOLE
6	SCHWAB STRATEGIC TR	US LRG CAP ETF	$292K	11375	1.58%	SOLE
7	VANGUARD WORLD FD	ESG US STK ETF	$285K	2537	1.55%	SOLE
8	APPLE INC	COM	$257K	1013	1.39%	SOLE
9	CONSOLIDATED EDISON INC	COM	$242K	2135	1.31%	SOLE
10	PULTE GROUP INC	COM	$222K	1886	1.20%	SOLE
11	VANGUARD INDEX FDS	VALUE ETF	$220K	1123	1.19%	SOLE
12	ISHARES TR	RUS 1000 GRW ETF	$203K	476	1.10%	SOLE
13	ANALOG DEVICES INC	COM	$201K	631	1.09%	SOLE
14	ISHARES INC	US POWER INFRAST	$197K	7506	1.07%	SOLE
15	SCHWAB STRATEGIC TR	US LCAP GR ETF	$193K	6629	1.05%	SOLE
16	INVESCO EXCHANGE TRADED FD T	S&P 100 EQL WIGH	$190K	1650	1.03%	SOLE
17	VANGUARD WELLINGTON FD	US MULTIFACTOR	$188K	1211	1.02%	SOLE
18	ELI LILLY &CO	COM	$184K	200	1.00%	SOLE
19	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$181K	5581	0.98%	SOLE
20	INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$172K	1364	0.93%	SOLE
21	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$167K	2950	0.91%	SOLE
22	INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$166K	2377	0.90%	SOLE
23	ISHARES TR	CORE S&P SCP ETF	$147K	1182	0.80%	SOLE
24	ISHARES TR	CORE S&P500 ETF	$147K	225	0.80%	SOLE
25	DANAHER CORP DEL	COM	$146K	772	0.79%	SOLE
26	VANGUARD WORLD FD	MEGA CAP INDEX	$144K	611	0.78%	SOLE
27	SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$140K	5129	0.76%	SOLE
28	VANGUARD INDEX FDS	LARGE CAP ETF	$140K	468	0.76%	SOLE
29	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$137K	2730	0.74%	SOLE
30	ISHARES TR	MSCI USA MMENTM	$134K	560	0.73%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$130K	891	0.71%	SOLE
32	SPDR INDEX SHS FDS	SST SPDR MSCI	$122K	3004	0.66%	SOLE
33	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$122K	3983	0.66%	SOLE
34	VANGUARD INDEX FDS	SM CP VAL ETF	$121K	555	0.66%	SOLE
35	HONEYWELL INTL INC	COM	$111K	491	0.60%	SOLE
36	KKR &CO INC	COM	$111K	1197	0.60%	SOLE
37	WISDOMTREE TR	US QTLY DIV GRT	$110K	1250	0.60%	SOLE
38	NUSHARES ETF TR	NUVEEN ESG LRGCP	$110K	1208	0.60%	SOLE
39	ORACLE CORP	COM	$110K	750	0.60%	SOLE
40	SCHWAB STRATEGIC TR	US LCAP VA ETF	$110K	3615	0.60%	SOLE
41	ISHARES TR	CORE DIVID ETF	$109K	2020	0.59%	SOLE
42	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$109K	2297	0.59%	SOLE
43	ISHARES TR	GLOB HLTHCRE ETF	$109K	1163	0.59%	SOLE
44	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$109K	1705	0.59%	SOLE
45	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$108K	1690	0.59%	SOLE
46	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$107K	1746	0.58%	SOLE
47	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$104K	828	0.56%	SOLE
48	AMPLIFY ETF TR	CWP ENHANCED DIV	$102K	2265	0.55%	SOLE
49	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$100K	2325	0.54%	SOLE
50	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$99K	685	0.54%	SOLE

1–50 of 416

1 / 9

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.