DOSSIER · 13F-HR · Q2 2026

S Harris Financial Group, LLC

$129M in tracked AUM across 124 positions as of Q2 2026.

SH
CIK 0002112907 · last filed Jun 30, 2026
Total AUM
$129M
as of Q2 2026
Holdings
124
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

S Harris Financial Group, LLC 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
FBND
FIDELITY MERRIMACK STR TR
$17M365K12.9%
02
SDVY
FIRST TR EXCHANGE TRADED FD
$13M295K9.8%
03
JPIE
J P MORGAN EXCHANGE TRADED F
$10M220K7.8%
04
FENI
FIDELITY COVINGTON TRUST
$9M232K7.2%
05
JPM
JPMORGAN CHASE & CO
$6M18K4.6%
06
VOO
VANGUARD INDEX FDS
$5M8K4.1%
07
NVDA
NVIDIA CORPORATION
$4M19K3.0%
08
MSFT
MICROSOFT CORP
$4M10K3.0%
09
FDEM
FIDELITY COVINGTON TRUST
$3M88K2.5%
10
AMZN
AMAZON COM INC
$2M9K1.7%

Filing history

2026Q2Jun 30
$129M▲ 17.7%
124 positionsView →
2026Q1Mar 31
$110M▲ 5.0%
107 positionsView →
2025Q4Dec 31
$104M—
96 positionsView →