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Esg Planning
ESG Planning, also known as Harper Investing, is a registered investment adviser based in Santa Clara, California. Founded in the early 2020s, the firm focuses on providing investment management services primarily to individual investors, including both high net worth and retail clients. ESG Planning manages approximately $169 million in assets and operates with a small team of 4 employees, all of whom are investment professionals. The firm is known for integrating ESG (Environmental, Social, Governance) criteria in its investment process and serves individual and high net worth investors in the United States.
Investment Strategy
ESG Planning employs an investment strategy centered on incorporating ESG factors into its portfolio construction and investment management process. The firm invests primarily in public equities across sectors, with significant holdings in technology, healthcare, and consumer discretionary companies. ESG Planning's philosophy emphasizes the selection of companies with strong sustainability profiles and responsible governance, aiming to generate superior risk-adjusted returns while aligning investments with clients' values. The portfolio includes market-leading firms such as Nvidia, Apple, Amazon, Alphabet, and Microsoft, indicating a focus on growth, innovation, and long-term value creation.
Latest 13F Filing Activity
Esg Planning filed their most recent 13F report on Jun 30, 2025 disclosing 57 equity positions with a total 13F market value of $179M. The fund increased holdings in PIMCO Etf TR, Nvidia Corporation, Vanguard Tax-managed FDS among other positions. Esg Planning reduced exposure to Ishares TR, Bank Montreal Que, SPDR Series Trust among others.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 13.57% | $24.3M | 153,600 | $120.84 | $157.99 | +$7.6M |
B BND | VANGUARD BD INDEX FDS | 8.66% | $15.5M | 210,395 | $73.07 | $73.63 | +$2.1M |
M MUB | ISHARES TR | 6.38% | $11.4M | 109,240 | $106.69 | $104.48 | -$10.4M |
M MUNI | PIMCO ETF TR | 5.75% | $10.3M | 200,221 | $51.36 | $51.36 | +$10.3M |
J JNK | SPDR SERIES TRUST | 4.60% | $8.2M | 84,490 | $94.67 | $97.27 | -$954.4K |
Industry Allocation
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