account_balance
Investment manager · 13F filer · SEC CIK 2112907
S Harris Financial Group, LLC
Reported value$142Mas of Sep 30, 2026
Positions122 11 new, 13 sold out
Top 10 weight59.4%FBND alone is 14%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FBNDFidelity Merrimack STR Tr
13.6%Added +22%
SDVYFirst Tr Exchange Traded Fd
8.1%Trimmed −4%
JPIEJ P Morgan Exchange Traded F
7.9%Added +14%
FENIFidelity Covington Trust
7.4%Added +13%
LMBSFirst Tr Exchange-Traded Fd
5.3%Added +619%
JPMJPMorgan Chase & Co
4.2%
MSFTMicrosoft Corp
3.9%Added +4%
VOOVanguard Index FDS
3.7%Trimmed −3%
NVDANVIDIA Corp
3.3%Added +7%
AVEMAmerican Centy ETF Tr
2.1%Added +599%
AMZNAmazon.com Inc
1.7%+4%
GOOGLFBNDFidelity Merrimack STR Tr
13.6%Added +22%
SDVYFirst Tr Exchange Traded Fd
8.1%−4%
JPIEJ P Morgan Exchange Traded F
7.9%+14%
FENIFidelity Covington Trust
7.4%+13%
LMBSFirst Tr Exchange-Traded Fd
5.3%+619%
JPMJPMorgan Chase & Co
4.2%
MSFTMicrosoft Corp
3.9%
VOOVanguard Index FDS
3.7%
AVEM
AMZNGOOGLBoxes 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
FBND Fidelity Merrimack STR Tr 13.6% Added +22%
SDVY First Tr Exchange Traded Fd 8.1% Trimmed −4%
JPIE J P Morgan Exchange Traded F 7.9% Added +14%
FENI Fidelity Covington Trust 7.4% Added +13%
LMBS First Tr Exchange-Traded Fd 5.3% Added +619%
JPM JPMorgan Chase & Co 4.2% HeldMSFT Microsoft Corp 3.9% Added +4%VOO Vanguard Index FDS 3.7% Trimmed −3%
NVDA NVIDIA Corp 3.3% Added +7%AVEM American Centy ETF Tr 2.1% Added +599%
AMZN Amazon.com Inc 1.7% Added +4%GOOGL Alphabet Inc. 1.5% Added +6%What changed
Biggest moves since Jun 30, 2026
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