13F Insight
DOSSIER · 13F-HR · Q2 2026

Harbour Wealth Management Group, Inc.

$148M in tracked AUM across 89 positions as of Q2 2026.

HW
CIK 0002085855 · last filed Jun 30, 2026
Total AUM
$148M
as of Q2 2026
Holdings
89
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Harbour Wealth Management Group, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PHYS
SPROTT ASSET MANAGEMENT LP
$12M388K7.9%02
IAU
ISHARES GOLD TR
$11M149K7.6%03
LQDH
ISHARES U S ETF TR
$10M106K6.7%04
FRDM
EA SERIES TRUST
$8M106K5.2%05
XLE
SELECT SECTOR SPDR TR
$6M110K4.0%06
SPY
STATE STR SPDR S&P 500 ETF T
$5M7K3.6%07
JSMD
JANUS DETROIT STR TR
$5M52K3.5%08
INTC
INTEL CORP
$5M37K3.5%09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$5M10K3.5%10
DON
WISDOMTREE TR
$5M86K3.3%

Filing history

2026Q2Jun 30
$148M▲ 11.4%
89 positionsView →2026Q1Mar 31
$133M▲ 3.9%
89 positionsView →2025Q4Dec 31
$128M—
91 positionsView →