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

Harbour Wealth Management Group, Inc.

Harbour Wealth's family office based in New York, NY — $133M in tracked AUM across 89 positions as of Q1 2026.

HW
Harbour Wealth·New York, NY·Family Office
CIK 0002085855 · last filed Mar 31, 2026
Total AUM
$133M
▼ 5.6%
vs prior
Holdings
89
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Harbour Wealth Management Group, 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
PHYS
SPROTT ASSET MANAGEMENT LP
$14M388K10.4%
02
IAU
ISHARES GOLD TR
$13M150K9.9%
03
LQDH
ISHARES U S ETF TR
$10M104K7.3%
04
XLE
SELECT SECTOR SPDR TR
$6M92K4.2%
05
FRDM
EA SERIES TRUST
$5M100K4.1%
06
SPY
STATE STR SPDR S&P 500 ETF T
$5M7K3.5%
07
DON
WISDOMTREE TR
$4M83K3.3%
08
RISR
TIDAL TRUST I
$4M109K3.0%
09
JSMD
JANUS DETROIT STR TR
$4M50K3.0%
10
IVLU
ISHARES TR
$4M90K2.7%

Filing history

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