account_balance
Investment manager · 13F filer · SEC CIK 810121
Harbour Investments, Inc.
Reported value$6.75Bas of Sep 30, 2026
Positions4,631 232 new, 365 sold out
Top 10 weight19.6%VOO alone is 4%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P 500 ETF
4.0%Trimmed −8%
QQQInvesco QQQ Trust Series I
3.1%Trimmed −3%
SDVYFirst Trust Smid Cap Rising Dividend Achievers ETF
2.4%
AAPLApple Inc Com
1.8%Trimmed −21%
AVEMAvantis Emerging Markets Equity ETF
1.7%Added +6%
UCONFirst Trust Smith Unconstrained Bond ETF
1.5%Added +4%
BUFRFt Vest Laddered Buffer ETF
1.4%Trimmed −6%
IJHiShares Core S&P Mid-cap ETF
1.4%Added +2%
SPYState Street SPDR S&P 500 ETF
1.2%Added +2%
CGCPCapital Group Core Plus Income ETF
1.1%Added +5%
VUGVanguard Morningstar Growth ETF
1.1%Added +3%
SCHDSchwab US Dividend Equity ETF
1.0%Added +6%
VOOVanguard S&P 500 ETF
4.0%Trimmed −8%
QQQInvesco QQQ Trust Series I
3.1%Trimmed −3%
SDVYFirst Trust Smid Cap Rising Dividend Achievers ETF
2.4%
AAPLApple Inc Com
1.8%Trimmed −21%
AVEMAvantis Emerging Markets Equity ETF
1.7%Added +6%
UCON1.5%
BUFR1.4%
IJH1.4%
SPY1.2%CGCP1.1%
VUG1.1%
SCHD1.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard S&P 500 ETF 4.0% Trimmed −8%
QQQ Invesco QQQ Trust Series I 3.1% Trimmed −3%
SDVY First Trust Smid Cap Rising Dividend Achievers ETF 2.4% Held
AAPL Apple Inc Com 1.8% Trimmed −21%AVEM Avantis Emerging Markets Equity ETF 1.7% Added +6%
UCON First Trust Smith Unconstrained Bond ETF 1.5% Added +4%
BUFR Ft Vest Laddered Buffer ETF 1.4% Trimmed −6%
IJH iShares Core S&P Mid-cap ETF 1.4% Added +2%
SPY State Street SPDR S&P 500 ETF 1.2% Added +2%CGCP Capital Group Core Plus Income ETF 1.1% Added +5%
VUG Vanguard Morningstar Growth ETF 1.1% Added +3%
SCHD Schwab US Dividend Equity ETF 1.0% Added +6%
What changed