Harbour Wealth Management Group, Inc.
Harbour Wealth Management Group, Inc. reported 89 positions worth $148.0M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: PHYS (7.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PHYS | SH | $11.7M | 7.91% | 388,111 | — | — | |
| ▸ 2 | IAU | SH | $11.3M | 7.62% | 149,297 | — | — | |
| ▸ 3 | LQDH | SH | $9.9M | 6.68% | 106,109 | — | — | |
| ▸ 4 | FRDM | SH | $7.7M | 5.20% | 105,613 | — | — | |
| ▸ 5 | XLE | SH | $5.9M | 3.96% | 110,291 | — | — | |
| ▸ 6 | SPY | SH | $5.3M | 3.57% | 7,078 | — | — | |
| ▸ 7 | JSMD | SH | $5.2M | 3.54% | 51,753 | — | — | |
| ▸ 8 | INTC | SH | $5.2M | 3.50% | 37,134 | — | — | |
| ▸ 9 | BRK-B | SH | $5.2M | 3.49% | 10,320 | — | — | |
| ▸ 10 | DON | SH | $4.9M | 3.29% | 86,114 | — | — |
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Frequently Asked Questions
What stocks does Harbour Wealth Management Group, Inc. hold as of Q2 2026?
Harbour Wealth Management Group, Inc. reported 89 positions worth $148.0M in its Q2 2026 13F filing. Largest positions: PHYS (7.9%), IAU (7.6%), LQDH (6.7%), FRDM (5.2%) and XLE (4.0%).
What did Harbour Wealth Management Group, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Harbour Wealth Management Group, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.