account_balance
Investment manager · 13F filer · SEC CIK 2085855
Harbour Wealth Management Group, Inc.
Reported value$152Mas of Sep 30, 2026
Positions89 0 new, 0 sold out
Top 10 weight48.7%PHYS alone is 8%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PHYSSprott Physical Gold Trust
8.1%
IAUiShares Gold Trust
7.8%Added +2%
LQDHiShares U S ETF Tr
6.6%
FRDMEa Series Trust
5.0%Added +3%
XLESelect Sector SPDR Tr
4.7%Added +5%
SPYSPDR S&P 500 ETF Trust
3.5%
BRK-BBerkshire Hathaway Inc
3.5%Added +2%
DONWisdomtree Tr
3.3%Added +7%
JSMDJanus Detroit STR Tr
3.2%Added +6%
AAPLApple Inc.
3.0%
DFASDimensional ETF Trust
2.8%Added +6%
RISRTidal Trust I
2.7%
PHYSSprott Physical Gold Trust
8.1%
IAUiShares Gold Trust
7.8%Added +2%
LQDHiShares U S ETF Tr
6.6%
FRDMEa Series Trust
5.0%Added +3%
XLESelect Sector SPDR Tr
4.7%+5%
SPYSPDR S&P 500 ETF Trust
3.5%
BRK-BBerkshire Hathaway Inc
3.5%
DONWisdomtree Tr
3.3%
JSMDJanus Detroit STR Tr
3.2%
DFAS
RISR
Boxes 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
PHYS Sprott Physical Gold Trust 8.1% HeldIAU iShares Gold Trust 7.8% Added +2%
LQDH iShares U S ETF Tr 6.6% Held
FRDM Ea Series Trust 5.0% Added +3%
XLE Select Sector SPDR Tr 4.7% Added +5%
SPY SPDR S&P 500 ETF Trust 3.5% HeldBRK-B Berkshire Hathaway Inc 3.5% Added +2%DON Wisdomtree Tr 3.3% Added +7%
JSMD Janus Detroit STR Tr 3.2% Added +6%
AAPL Apple Inc. 3.0% HeldDFAS Dimensional ETF Trust 2.8% Added +6%
RISR Tidal Trust I 2.7% Held
What changed
Biggest moves since Jun 30, 2026
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