Harbour Wealth Management Group, Inc. - Portfolio overview

Harbour Wealth Management Group, Inc. has 89 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. PHYS - SPROTT ASSET MANAGEMENT LP, 10.35%
2. IAU - ISHARES GOLD TR, 9.94%
3. LQDH - ISHARES U S ETF TR, 7.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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