Harbour Wealth Management Group, Inc.
All 13F Filings
- Location
- Daniel Island, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 147,953
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 89 | 147,953 | 13F-HR | Harbour Wealth Management Group, Inc. |
| Q1 2026 | 4/17/2026 | 89 | 132,819 | 13F-HR | Harbour Wealth Management Group, Inc. |
| Q4 2025 | 2/19/2026 | 91 | 127,865 | 13F-HR | Harbour Wealth Management Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 87.8 K | 63.6% | 8.485 K | 0 | 8.485 K |
| ETFs | 49.86 K | 36.1% | 6.424 K | 0 | 6.424 K |
| Other | 413 | 0.3% | 0 | 8 | -8 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
147,953
Holdings
89
QoQ value change ($000)
15,134
(11.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.