S Harris Financial Group, LLC - Portfolio overview

S Harris Financial Group, LLC has 107 reported holdings in this dataset, with the latest filing dated 2026-04-21.

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. FBND - FIDELITY MERRIMACK STR TR, 13.04%
2. SDVY - FIRST TR EXCHANGE TRADED FD, 10.23%
3. JPIE - J P MORGAN EXCHANGE TRADED F, 8.50%

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

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