Harbor Asset Planning’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$563K	Buy	13,007 +26	+0.2%	+$1.12K	0.42%	53
2026 Q2	$544K	Buy	12,981 +26	+0.2%	+$1.06K	0.41%	56
2026 Q1	$470K	Buy	12,955 +36	+0.3%	+$1.36K	0.4%	59
2025 Q4	$493K	Buy	12,919 +30	+0.2%	+$1.13K	0.42%	56
2025 Q3	$480K	Buy	12,889 +27	+0.2%	+$964	0.43%	56
2025 Q2	$444K	Buy	+12,862	New	+$410K	0.42%	57

Other funds holding FELC

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $461M AUM 17.31% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors Dayton, Ohio $145M AUM 13.5% 1-Year Est. Return

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

Harbor Asset Planning increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 0.2% in Q3 2026, buying an estimated $1.12K and bringing the position to 13,007 shares worth $563K. The position accounts for 0.42% of the portfolio, ranked #53.

Harbor Asset Planning first reported a position in FELC in Q2 2025 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold FELC as of Q3 2026.

Harbor Asset Planning held 13,007 shares of Fidelity Enhanced Large Cap Core ETF worth $563K as of Q3 2026.
Harbor Asset Planning bought 26 Fidelity Enhanced Large Cap Core ETF shares in Q3 2026, an estimated $1.12K.
Fidelity Enhanced Large Cap Core ETF made up 0.42% of Harbor Asset Planning's portfolio in Q3 2026, its #53 holding.
Harbor Asset Planning first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2025 and has held it in 6 quarters since.
140 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q3 2026.

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