account_balance
Investment manager · 13F filer · SEC CIK 1806630
Harpswell Capital Advisors, LLC
Reported value$152Mas of Sep 30, 2026
Positions43 7 new, 10 sold out
Top 10 weight80.4%VSGX alone is 30%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VSGXVanguard World Fd
29.9%
BSVVanguard Bd Index FDS
8.9%Added +508%
ESGVVanguard World Fd
8.8%Trimmed −23%
AGGiShares Tr
7.0%Added +2%
BNDVanguard Bd Index FDS
6.5%Trimmed −29%
VUSBVanguard Bd Index FDS
4.8%Added +15%
VOVanguard Index FDS
4.6%
CGDVCapital Group Dividend Value
3.9%Trimmed −9%
VTVanguard Intl Equity Index F
3.0%
VFMVVanguard Wellington Fd
2.9%
CGGRCapital Group Growth ETF
2.5%Trimmed −16%
VSGXVanguard World Fd
29.9%
BSVVanguard Bd Index FDS
8.9%
ESGVVanguard World Fd
8.8%
AGGiShares Tr
7.0%+2%
BNDVanguard Bd Index FDS
6.5%
VUSBVanguard Bd Index FDS
4.8%
VOVanguard Index FDS
4.6%
CGDV3.9%
VT3.0%
VFMV
CGGR2.5%
GOFBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VSGX Vanguard World Fd 29.9% Held
BSV Vanguard Bd Index FDS 8.9% Added +508%
ESGV Vanguard World Fd 8.8% Trimmed −23%
AGG iShares Tr 7.0% Added +2%
BND Vanguard Bd Index FDS 6.5% Trimmed −29%
VUSB Vanguard Bd Index FDS 4.8% Added +15%
VO Vanguard Index FDS 4.6% Held
CGDV Capital Group Dividend Value 3.9% Trimmed −9%
VT Vanguard Intl Equity Index F 3.0% Trimmed −35%
VFMV Vanguard Wellington Fd 2.9% New
CGGR Capital Group Growth ETF 2.5% Trimmed −16%
GOF Guggenheim Strategic Opportunities Fund 1.9% Added +13%What changed
Biggest moves since Jun 30, 2026
add_circleNew
- VFMV $4.45M
- EFAV $1.81M
- RGEF $1.29M
- RSMC $499K
arrow_upwardAdded
- BSV +508%
- VUSB +15%
- GOF +13%
- DLN +11%
arrow_downwardTrimmed
- VSS −37%
- VT −35%
- BGGG −30%
- BND −29%
remove_circleSold out
- CATH $1.77M
- VCRB $1.4M
- CEFA $794K
- EDV $704K
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