Harbor Asset Planning’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Harbor Asset Planning’s Portfolio FBCG Stock Details FBCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$173K	Hold	2,730	–	–	0.13%	112
2026 Q2	$170K	Hold	2,730	–	–	0.13%	112
2026 Q1	$137K	Hold	2,730	–	–	0.12%	116
2025 Q4	$150K	Buy	2,730 +1	+0%	+$54	0.13%	108
2025 Q3	$146K	Hold	2,729	–	–	0.13%	107
2025 Q2	$132K	Buy	+2,729	New	+$116K	0.13%	113

Other funds holding FBCG

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Sowa Financial Group Lincoln, Rhode Island $229M AUM 25.83% 1-Year Est. Return

Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return

BG Investment Services Hagatna, Guam $673M AUM 14.41% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Harbor Asset Planning's FBCG Position: Q3 2026 in Review

Harbor Asset Planning held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q3 2026 at 2,730 shares worth $173K. The position accounts for 0.13% of the portfolio, ranked #112.

Harbor Asset Planning first reported a position in FBCG in Q2 2025 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold FBCG as of Q3 2026.

Harbor Asset Planning held 2,730 shares of Fidelity Blue Chip Growth ETF worth $173K as of Q3 2026.
Harbor Asset Planning left its Fidelity Blue Chip Growth ETF share count unchanged in Q3 2026.
Fidelity Blue Chip Growth ETF made up 0.13% of Harbor Asset Planning's portfolio in Q3 2026, its #112 holding.
Harbor Asset Planning first reported a position in Fidelity Blue Chip Growth ETF in Q2 2025 and has held it in 6 quarters since.
143 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.