§ 13F · FUND PROFILE
HARBOUR INVESTMENTS, INC..
AUM · $7.4B (13F)Positions · 4768Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$87M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 415K | $285M | 3.8% | +5% |
| 2 | QQQ | INVESCO QQQ TRUST SERIES I | 293K | $216M | 2.9% | +5% |
| 3 | SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 4.02M | $173M | 2.3% | +5% |
| 4 | AAPL | APPLE INC COM | 453K | $131M | 1.8% | −1% |
| 5 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 1.18M | $114M | 1.5% | +3% |
| 6 | UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | 4.20M | $104M | 1.4% | +2% |
| 7 | IVV | ISHARES CORE S&P 500 ETF | 132K | $99M | 1.3% | +7% |
| 8 | IJH | ISHARES CORE S&P MID-CAP ETF | 1.28M | $98M | 1.3% | +1% |
| 9 | BUFR | FT VEST LADDERED BUFFER ETF | 2.69M | $98M | 1.3% | +3% |
| 10 | SPY | STATE STREET SPDR S&P 500 ETF | 103K | $77M | 1.0% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HARBOUR SIGNAL
AC read
HARBOUR INVESTMENTS, INC. is a Other fund managing $7.4 billion in assets. The fund runs a massive portfolio of 4,768 positions.
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