Esg Planning Portfolio Holdings

Esg Planning

  • $205 Million
  • Q3 2025

Esg Planning has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $205 Million distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $19.6M, Vanguard Bd Index Fd Inc Total with a value of $17.4M, Ishares National Muni Bond ETF with a value of $14M, Vanguard Information Technolog with a value of $9.71M, and Spdr Bloomberg High Yield Bond with a value of $9.65M.

Examining the 13F form we can see an increase of $30.1M in the current position value, from $175M to 205M.

Esg Planning is based out at Santa Clara, CA

Below you can find more details about Esg Planning portfolio as well as his latest detailed transactions.

Portfolio value $205 Million
ETFs: $137 Million
Technology: $37.5 Million
Communication Services: $9.26 Million
Consumer Cyclical: $7.64 Million
Healthcare: $6.16 Million
Financial Services: $4.01 Million
Industrials: $1.8 Million
Real Estate: $1.68 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$19.6 Million 9.57% of portfolio
105,225
Q3 2025 Reduced 31.49%
$0
$17.4 Million 8.5% of portfolio
234,539
Q3 2025 Added 11.48%
$0
$14 Million 6.8% of portfolio
131,117
Q3 2025 Added 20.03%
$0
$9.71 Million 4.73% of portfolio
13,007
Q3 2025 Added 13.0%
$0
$9.65 Million 4.7% of portfolio
98,516
Q3 2025 Added 16.6%
$0
$9.6 Million 4.68% of portfolio
183,689
Q3 2025 Reduced 8.26%
$4.3T
$8.27 Million 4.03% of portfolio
32,475
Q3 2025 Added 7.93%
$1.65T
$6.86 Million 3.34% of portfolio
28,224
Q3 2025 Added 18.19%
$0
$6.48 Million 3.16% of portfolio
108,090
Q3 2025 Added 54.72%
$0
$6.37 Million 3.1% of portfolio
16,073
Q3 2025 Added 14.4%
$2.39T
$6.33 Million 3.08% of portfolio
28,820
Q3 2025 Added 15.83%
$0
$6.08 Million 2.96% of portfolio
88,777
Q3 2025 Added 21.71%
$0
$6.02 Million 2.94% of portfolio
84,395
Q3 2025 Added 11.61%
$0
$5.43 Million 2.65% of portfolio
18,330
Q3 2025 Added 19.15%
$0
$4.64 Million 2.26% of portfolio
46,034
Q3 2025 Reduced 3.91%
$0
$4.38 Million 2.13% of portfolio
33,368
Q3 2025 Added 19.87%
$0
$3.86 Million 1.88% of portfolio
18,070
Q3 2025 Added 21.68%
$235B
$3.62 Million 1.77% of portfolio
43,186
Q3 2025 Added 33.52%
$0
$3.5 Million 1.71% of portfolio
10,672
Q3 2025 Added 1.33%
$130B
$3.3 Million 1.61% of portfolio
9,270
Q3 2025 Added 14.61%
$0
$3.23 Million 1.58% of portfolio
27,062
Q3 2025 Added 53.76%
$0
$3.22 Million 1.57% of portfolio
12,421
Q3 2025 Added 31.84%
$3.78T
$2.84 Million 1.38% of portfolio
5,482
Q3 2025 Added 17.74%
$163B
$2.49 Million 1.21% of portfolio
3,469
Q3 2025 Added 0.14%
$115B
$2.44 Million 1.19% of portfolio
4,968
Q3 2025 Added 16.78%
$0
$2.32 Million 1.13% of portfolio
12,376
Q3 2025 Added 18.93%
$0
$2.3 Million 1.12% of portfolio
8,174
Q3 2025 Added 18.76%
$0
$2.22 Million 1.08% of portfolio
25,498
Q3 2025 Added 20.21%
$1.37T
$2.14 Million 1.04% of portfolio
2,908
Q3 2025 Reduced 1.19%
$0
$2.07 Million 1.01% of portfolio
53,397
Q3 2025 Added 22.48%
$0
$2.05 Million 1.0% of portfolio
37,823
Q3 2025 Added 56.68%
$533B
$2.02 Million 0.99% of portfolio
5,931
Q3 2025 Added 19.94%
$512B
$1.99 Million 0.97% of portfolio
3,500
Q3 2025 Added 18.97%
$71.5B
$1.68 Million 0.82% of portfolio
2,146
Q3 2025 Added 27.74%
$0
$1.12 Million 0.55% of portfolio
9,757
Q3 2025 Added 18.71%
$222B
$1.11 Million 0.54% of portfolio
2,286
Q3 2025 Added 20.25%
$132B
$953,000 0.46% of portfolio
4,531
Q3 2025 Added 24.41%
$140B
$882,000 0.43% of portfolio
3,512
Q3 2025 Added 28.27%
$0
$836,000 0.41% of portfolio
4,085
Q3 2025 Added 29.27%
$136B
$847,000 0.41% of portfolio
3,585
Q3 2025 Added 35.39%
$160B
$818,000 0.4% of portfolio
4,128
Q3 2025 Added 40.27%
$0
$772,000 0.38% of portfolio
5,548
Q3 2025 Reduced 3.85%
$99.5B
$614,000 0.3% of portfolio
13,631
Q3 2025 Reduced 6.64%
$0
$517,000 0.25% of portfolio
5,162
Q3 2025 New
$0
$464,000 0.23% of portfolio
5,268
Q3 2025 Added 3.19%
$593B
$450,000 0.22% of portfolio
1,603
Q3 2025 Added 8.31%
$0
$459,000 0.22% of portfolio
16,547
Q2 2025 New
$187B
$381,000 0.19% of portfolio
2,293
Q3 2025 Added 12.51%
$0
$364,000 0.18% of portfolio
5,665
Q3 2025 Added 5.91%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $205 Million
  • Prior Value $175 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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