Harbour Wealth Management Group, Inc.: 13F holdings
CIK 20858552026Q2
| Positions | 89 |
|---|
| Reported value | $148.0m |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 89 (+0 vs prior quarter) |
|---|
| Reported value | $148.0m (+11.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PHYS SPROTT ASSET MANAGEMENT LP | 388,111 | $11.7m | 7.9% |
| IAU ISHARES GOLD TR | 149,297 | $11.3m | 7.6% |
| LQDH ISHARES U S ETF TR | 106,109 | $9.9m | 6.7% |
| FRDM EA SERIES TRUST | 105,613 | $7.7m | 5.2% |
| XLE SELECT SECTOR SPDR TR | 110,291 | $5.9m | 4.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 7,078 | $5.3m | 3.6% |
| JSMD JANUS DETROIT STR TR | 51,753 | $5.2m | 3.5% |
| INTC INTEL CORP | 37,134 | $5.2m | 3.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 10,320 | $5.2m | 3.5% |
| DON WISDOMTREE TR | 86,114 | $4.9m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2085855")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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