ESG Planning
RIA/Wealth
ESG Planning is a RIA/Wealth based in Santa Clara, CA led by James Robert Rukstalis, managing $210.0M across 63 long positions as of Q3 2025 with 65% ETF concentration and 51% concentrated in top 10 holdings.
PresidentJames Robert Rukstalis
- Portfolio Value
- $210.0M
- Positions
- 63
- Top Holding
- NVDA at 9.35%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ESG Planning's portfolio (51.4% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $19.6M | 9.35% | -$9.0M Sold | 0.00% 105.2K shares | |
ETF ETF | $17.4M | 8.31% | +$1.8M Bought | — 234.5K shares | |
ETF ETF | $14.0M | 6.65% | +$2.3M Bought | — 131.1K shares | |
ETF ETF | $9.7M | 4.62% | +$1.1M Bought | — 13.0K shares | |
ETF ETF | $9.7M | 4.60% | +$1.4M Bought | — 98.5K shares | |
ETF ETF | $9.6M | 4.57% | -$864.3K Sold | — 183.7K shares | |
Consumer Electronics Technology | $8.3M | 3.94% | +$607.8K Bought | 0.00% 32.5K shares | |
Internet Content & Information Communication Services | $6.9M | 3.27% | +$1.1M Bought | 0.00% 28.2K shares | |
ETF ETF | $6.5M | 3.08% | +$2.3M Bought | — 108.1K shares | |
ETF ETF | $6.4M | 3.03% | +$801.4K Bought | — 16.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ESG Planning's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-49.52% | |
-31.49% | |
-8.26% | |
-6.64% |
Analytics
Portfolio insights and performance metrics for ESG Planning
GthenA