13F Insight
DOSSIER · 13F-HR · Q1 2026

HARBOUR INVESTMENTS, INC.

HARBOUR INVESTMENTS's asset manager based in San Francisco, CA — $6.5B in tracked AUM across 4,673 positions as of Q1 2026.

HI
HARBOUR INVESTMENTS·San Francisco, CA·Asset Manager
CIK 0000810121 · last filed Mar 31, 2026
Total AUM
$6.5B
▼ 6.0%
vs prior
Holdings
4,673
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
39% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

HARBOUR INVESTMENTS, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD S&P 500 ETF
$236M395K3.6%
02
QQQ
INVESCO QQQ TRUST SERIES I
$161M278K2.5%
03
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
$151M3.8M2.3%
04
AAPL
APPLE INC COM
$117M460K1.8%
05
UCON
FIRST TRUST SMITH UNCONSTRAINED BOND ETF
$102M4.1M1.6%
06
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
$92M1.1M1.4%
07
BUFR
FT VEST LADDERED BUFFER ETF
$88M2.6M1.4%
08
IJH
ISHARES CORE S&P MID-CAP ETF
$85M1.3M1.3%
09
IVV
ISHARES CORE S&P 500 ETF
$81M123K1.2%
10
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
$72M3.2M1.1%

Filing history

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