ESG Planning DBA Harper Investing 13F Holdings · Q2 2026
ESG Planning DBA Harper Investing reported 84 securities worth $296.54M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (7.51%), BND (7.40%), MUB (6.35%). Among its top 25 positions this quarter: 1 new, 20 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $22.3M | 7.51% | 111,349 | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $21.9M | 7.40% | 298,902 | Added |
| 3 | MUB | ISHARES TR | $18.8M | 6.35% | 174,883 | Added |
| 4 | VGT | VANGUARD WORLD FD | $13.5M | 4.55% | 112,944 | Added |
| 5 | JNK | SPDR SERIES TRUST | $12.1M | 4.08% | 125,451 | Added |
| 6 | AAPL | APPLE INC | $11.8M | 3.98% | 40,782 | Added |
| 7 | NFLX | NETFLIX INC. | $11.6M | 3.90% | 162,096 | New |
| 8 | GOOGL | ALPHABET INC | $8.7M | 2.93% | 24,348 | Trimmed |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $8.5M | 2.86% | 101,131 | Added |
| 10 | MUNI | PIMCO ETF TR | $8.2M | 2.77% | 156,043 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $8.0M | 2.69% | 33,497 | Added |
| 12 | VCR | VANGUARD WORLD FD | $7.8M | 2.62% | 19,595 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $7.7M | 2.58% | 107,529 | Added |
| 14 | IVOG | VANGUARD ADMIRAL FDS INC | $6.5M | 2.19% | 44,466 | Added |
| 15 | VFH | VANGUARD WORLD FD | $5.9M | 1.98% | 44,706 | Added |
| 16 | VIS | VANGUARD WORLD FD | $5.7M | 1.93% | 15,843 | Added |
| 17 | VTI | VANGUARD INDEX FDS | $5.2M | 1.75% | 14,007 | Added |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $4.5M | 1.53% | 5,962 | Added |
| 19 | DFAS | DIMENSIONAL ETF TRUST | $4.5M | 1.52% | 54,590 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $4.5M | 1.52% | 12,078 | Added |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $4.3M | 1.44% | 71,481 | Added |
| 22 | VB | VANGUARD INDEX FDS | $4.0M | 1.34% | 13,124 | Added |
| 23 | VDC | VANGUARD WORLD FD | $3.8M | 1.29% | 16,970 | Added |
| 24 | VOX | VANGUARD WORLD FD | $3.8M | 1.28% | 20,570 | Added |
| 25 | XLRE | SELECT SECTOR SPDR TR | $3.7M | 1.25% | 84,441 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR