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Advisor Managed Portfolios shares owned by ESG Planning

Quarter-by-quarter ownership of Advisor Managed Portfolios shares owned by ESG Planning from 13F filings

Historical chart of ESG Planning investment in Advisor Managed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Advisor Managed Portfolios held by ESG Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisor Managed Portfolios by ESG Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 45k 27.13

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Apple (AAPL)
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
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Amazon (AMZN)
Vanguard World Consum Dis Etf (VCR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Vanguard World Financials Etf (VFH)

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ESG Planning

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