HARBOUR INVESTMENTS, INC.

Name: HARBOUR INVESTMENTS, INC. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0000810121 · MADISON, WI · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗

HARBOUR INVESTMENTS, INC. reported 4,768 positions worth $7.43B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: VOO (3.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$7.43B

2026 Q2

Positions

4,768

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

18.8%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 4768 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VOO	VANGUARD S&P 500 ETF	SH	$285.0M	3.84%	414,994	—	—
▸ 2	QQQ	INVESCO QQQ TRUST SERIES I	SH	$216.0M	2.91%	293,296	—	—
▸ 3	SDVY	FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	SH	$173.3M	2.33%	4,017,829	—	—
▸ 4	AAPL	APPLE INC COM	SH	$131.2M	1.77%	453,496	—	—
▸ 5	AVEM	AVANTIS EMERGING MARKETS EQUITY ETF	SH	$114.0M	1.53%	1,181,713	—	—
▸ 6	UCON	FIRST TRUST SMITH UNCONSTRAINED BOND ETF	SH	$104.4M	1.41%	4,197,950	—	—
▸ 7	IVV	ISHARES CORE S&P 500 ETF	SH	$99.1M	1.33%	132,375	—	—
▸ 8	IJH	ISHARES CORE S&P MID-CAP ETF	SH	$98.4M	1.32%	1,275,896	—	—
▸ 9	BUFR	FT VEST LADDERED BUFFER ETF	SH	$98.1M	1.32%	2,685,827	—	—
▸ 10	SPY	STATE STREET SPDR S&P 500 ETF	SH	$76.7M	1.03%	102,680	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does HARBOUR INVESTMENTS, INC. hold as of Q2 2026?

HARBOUR INVESTMENTS, INC. reported 4768 positions worth $7.43B in its Q2 2026 13F filing. Largest positions: VOO (3.8%), QQQ (2.9%), SDVY (2.3%), AAPL (1.8%) and AVEM (1.5%).

What did HARBOUR INVESTMENTS, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did HARBOUR INVESTMENTS, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.