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
$197B
$291,000 0.14% of portfolio
1,426
Q2 2025 Added 2.22%
$18.7B
$264,000 0.13% of portfolio
1,150
Q3 2025 Reduced 0.43%
$1.74T
$264,000 0.13% of portfolio
1,084
Q3 2025 New
$0
$232,000 0.11% of portfolio
1,187
Q2 2025 New
$1.29T
$217,000 0.11% of portfolio
488
Q3 2025 New
$0
$229,000 0.11% of portfolio
2,438
Q3 2025 Added 0.21%
$266B
$229,000 0.11% of portfolio
812
Q3 2025 Added 2.53%
$0
$215,000 0.1% of portfolio
5,595
Q3 2025 New
$0
$212,000 0.1% of portfolio
317
Q3 2025 Reduced 49.52%
$367B
$213,000 0.1% of portfolio
526
Q3 2025 New
$388B
$206,000 0.1% of portfolio
1,278
Q3 2025 New
Bank Montreal Que
-
$0 0.0% of portfolio
-
Q2 2025 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 42.58%

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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