Harbor Asset Planning, Inc.
RIA/Wealth
Harbor Asset Planning, Inc. is a RIA/Wealth led by Scott Howard Leabman, reporting $125.6M in AUM as of Q3 2025 with 89% ETF concentration and minimal technology exposure.
PresidentScott Howard Leabman
- Portfolio Value
- $111.7M
- Positions
- 409
- Top Holding
- VTI at 4.67%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Harbor Asset Planning, Inc.'s portfolio (33.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $5.2M | 4.67% | +$1.3K Bought | — 15.9K shares | |
ETF ETF | $5.2M | 4.65% | +$72.5K Bought | — 162.9K shares | |
ETF ETF | $4.6M | 4.13% | -$6.7K Sold | — 6.9K shares | |
ETF ETF | $4.3M | 3.89% | -$6.7K Sold | — 23.3K shares | |
ETF ETF | $3.7M | 3.28% | +$17.5K Bought | — 33.1K shares | |
ETF ETF | $3.3M | 2.98% | +$198.2K Bought | — 81.0K shares | |
ETF ETF | $2.8M | 2.50% | +$23.1K Bought | — 49.8K shares | |
ETF ETF | $2.7M | 2.41% | +$747.6 Bought | — 3.6K shares | |
ETF ETF | $2.6M | 2.34% | -$113.9K Sold | — 24.9K shares | |
ETF ETF | $2.6M | 2.30% | +$81.1K Bought | — 34.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Harbor Asset Planning, Inc.'s latest filing
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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 | |
+206.56% | |
+21.94% | |
+20.04% | |
+17.73% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-52.86% | |
-39.44% | |
-24.72% |
Analytics
Portfolio insights and performance metrics for Harbor Asset Planning, Inc.
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