First seen by DFX
Sep 12, 2026
date not stated
ESG Planning DBA Harper Investing files Form 13F (non_adviser_filer, $232,313,182 in 65 positions)
First seen by DFX
Sep 12, 2026
date not stated
ESG Planning DBA Harper Investing: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)
Altura Wealth Advisors Inc. reported $229,133,603 across 75 13(f) positions for the quarter ended 2026-03-31
Altura Wealth Advisors Inc. reduced Dimensional Etf Trust 97,495 -> 54,768 shares ($6,792,452 -> $3,895,652)
Altura Wealth Advisors Inc. opened a $2,399,467 position in Ishares Tr (21,545 shares)
Altura Wealth Advisors Inc. opened a $2,632,538 position in Vanguard Index Fds (8,710 shares)
Altura Wealth Advisors Inc. increased Vanguard World Fd 14,054 -> 18,129 shares ($2,721,219 -> $3,260,328)
Altura Wealth Advisors Inc. reduced Vanguard World Fd 14,116 -> 10,273 shares ($4,063,370 -> $2,797,699)
Altura Wealth Advisors Inc. increased Meta Platforms Inc 1,487 -> 4,333 shares ($981,417 -> $2,478,928)
Altura Wealth Advisors Inc. increased Oracle Corp 2,196 -> 14,444 shares ($428,070 -> $2,124,885)
Altura Wealth Advisors Inc. increased Vaneck Etf Trust 755 -> 9,015 shares ($271,741 -> $3,456,184)
Altura Wealth Advisors Inc. reduced Ishares Tr 36,442 -> 23,447 shares ($3,658,080 -> $2,360,198)
Altura Wealth Advisors Inc. reduced Merck & Co Inc 47,966 -> 21,785 shares ($5,048,924 -> $2,620,527)
Altura Wealth Advisors Inc. reduced Select Sector Spdr Tr 56,049 -> 35,832 shares ($2,392,712 -> $1,644,351)
Altura Wealth Advisors Inc. reduced Spdr Index Shs Fds 59,332 -> 34,635 shares ($2,322,840 -> $1,367,403)
Altura Wealth Advisors Inc. reduced Vanguard Intl Equity Index F 48,218 -> 23,059 shares ($2,592,212 -> $1,246,343)
Altura Wealth Advisors Inc. reduced Vanguard Tax-Managed Fds 138,793 -> 98,485 shares ($8,670,396 -> $6,310,945)
ESG Planning DBA Harper Investing reported $232,313,182 across 65 13(f) positions for the quarter ended 2025-12-31
ESG Planning DBA Harper Investing reduced Bank Montreal Que 98,096 -> 56,276 shares ($2,860,479 -> $1,421,532)
ESG Planning DBA Harper Investing increased Select Sector Spdr Tr 25,498 -> 56,049 shares ($2,223,706 -> $2,392,712)
ESG Planning DBA Harper Investing increased Select Sector Spdr Tr 8,174 -> 18,039 shares ($2,304,051 -> $2,597,014)
ESG Planning DBA Harper Investing increased Vanguard Admiral Fds Inc 27,062 -> 35,671 shares ($3,233,311 -> $4,287,728)
ESG Planning DBA Harper Investing increased Vanguard Intl Equity Index F 37,823 -> 48,218 shares ($2,049,257 -> $2,592,212)
ESG Planning DBA Harper Investing increased Vanguard Tax-Managed Fds 108,090 -> 138,793 shares ($6,476,746 -> $8,670,396)
ESG Planning DBA Harper Investing reduced Meta Platforms Inc 2,908 -> 1,487 shares ($2,135,596 -> $981,417)
ESG Planning DBA Harper Investing reported $210,005,058 across 63 13(f) positions for the quarter ended 2025-09-30
ESG Planning DBA Harper Investing reduced Nvidia Corporation 153,600 -> 105,225 shares ($24,267,248 -> $19,632,848)
ESG Planning DBA Harper Investing increased Merck & Co Inc 32,344 -> 43,186 shares ($2,560,383 -> $3,624,569)
ESG Planning DBA Harper Investing increased Vanguard Admiral Fds Inc 17,600 -> 27,062 shares ($1,989,328 -> $3,233,311)
ESG Planning DBA Harper Investing increased Vanguard Intl Equity Index F 24,141 -> 37,823 shares ($1,194,003 -> $2,049,257)
ESG Planning DBA Harper Investing increased Vanguard Tax-Managed Fds 69,860 -> 108,090 shares ($3,982,746 -> $6,476,746)
ESG Planning DBA Harper Investing increased Vanguard World Fd 9,421 -> 12,421 shares ($2,339,683 -> $3,224,590)
ESG Planning DBA Harper Investing reported $178,845,033 across 58 13(f) positions for the quarter ended 2025-06-30
ESG Planning DBA Harper Investing opened a $2,441,609 position in Bank Montreal Que (98,096 shares)
ESG Planning DBA Harper Investing increased Ishares Tr 18,799 -> 47,905 shares ($1,892,459 -> $4,823,554)
ESG Planning DBA Harper Investing increased Vanguard Tax-Managed Fds 7,575 -> 69,860 shares ($385,045 -> $3,982,746)
ESG Planning DBA Harper Investing opened a $10,283,351 position in Pimco Etf Tr (200,221 shares)
ESG Planning DBA Harper Investing reduced Ishares Tr 206,731 -> 109,240 shares ($21,797,713 -> $11,413,423)
ESG Planning DBA Harper Investing reported $150,864,232 across 50 13(f) positions for the quarter ended 2025-03-31
ESG Planning DBA Harper Investing increased Alphabet Inc 18,088 -> 23,365 shares ($3,424,136 -> $3,613,204)