Fund HoldingsHARBOUR INVESTMENTS, INC.

Total Portfolio Value
$4.93B
Total Bought
$4.93B
Total Sold
$4.41B
Net Transaction
+$521.31M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD INDEX FDS0462,287+462,2870289,9145.88%+289,914
INVESCO QQQ TR0275,544+275,5440169,2703.43%+169,270
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
02,715,794+2,715,7940104,0692.11%+104,069
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
03,561,628+3,561,628089,6461.82%+89,646
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
02,481,942+2,481,942085,0311.72%+85,031
ISHARES TR01,254,237+1,254,237082,7801.68%+82,780
APPLE INC(AAPL)0270,999+270,999073,6741.49%+73,674
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
02,819,563+2,819,563063,8351.29%+63,835
AMERICAN CENTY ETF TR0773,518+773,518059,5761.21%+59,576
ISHARES TR085,596+85,596058,6281.19%+58,628
SPDR S&P 500 ETF TR(SPY)085,537+85,537058,3291.18%+58,329
SPDR SERIES TRUST
ST STR P500ETF
0664,814+664,814053,3311.08%+53,331
VANGUARD WORLD FD
INF TECH ETF
065,278+65,278049,2061.00%+49,206
SCHWAB STRATEGIC TR01,775,672+1,775,672047,7830.97%+47,783
NVIDIA CORPORATION(NVDA)0254,766+254,766047,5140.96%+47,514
SCHWAB STRATEGIC TR01,613,032+1,613,032044,2450.90%+44,245
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
0578,881+578,881040,2150.82%+40,215
PROCTER AND GAMBLE CO(PG)0276,832+276,832039,6730.80%+39,673
ABBVIE INC(ABBV)0172,035+172,035039,3080.80%+39,308
VANGUARD BD INDEX FDS0530,483+530,483039,2930.80%+39,293
MICROSOFT CORP(MSFT)079,795+79,795038,5900.78%+38,590
VANGUARD INDEX FDS077,250+77,250037,6870.76%+37,687
FIRST TR EXCHANGE-TRADED FD0401,259+401,259037,1210.75%+37,121
VANGUARD TAX-MANAGED FDS0588,781+588,781036,7810.75%+36,781
VANGUARD INDEX FDS0107,020+107,020035,8810.73%+35,881
AMERICAN CENTY ETF TR0432,628+432,628035,6140.72%+35,614
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0752,076+752,076032,8210.67%+32,821
AMAZON COM INC(AMZN)0137,912+137,912031,8330.65%+31,833
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
0651,832+651,832028,9870.59%+28,987
ELI LILLY & CO(LLY)026,782+26,782028,7820.58%+28,782
TWO RDS SHARED TR
LIBE ON INCO ETF
01,120,492+1,120,492028,2630.57%+28,263
SCHWAB STRATEGIC TR01,028,172+1,028,172026,9690.55%+26,969
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
0528,903+528,903026,4400.54%+26,440
VANECK ETF TRUST
SEMICONDUCTR ETF
066,592+66,592023,9820.49%+23,982
SPDR GOLD TR(GLD)059,620+59,620023,6280.48%+23,628
VANGUARD INDEX FDS0111,596+111,596023,3370.47%+23,337
PACER FDS TR
US CASH COWS 100
0387,563+387,563023,3200.47%+23,320
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
0607,137+607,137023,0890.47%+23,089
VANGUARD WORLD FD0349,031+349,031022,6900.46%+22,690
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
0684,890+684,890022,5260.46%+22,526
PIMCO ETF TR
ENHAN SHRT MA AC
0217,442+217,442021,8180.44%+21,818
CAPITAL GROUP CORE BALANCED
SHS
0611,516+611,516021,6050.44%+21,605
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
0217,797+217,797021,4140.43%+21,414
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
0440,114+440,114021,2660.43%+21,266
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
0992,524+992,524021,0710.43%+21,071
FIRST TR EXCHANGE-TRADED FD
SHS
0443,858+443,858020,4530.41%+20,453
FIDELITY MERRIMACK STR TR0441,646+441,646020,3330.41%+20,333
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
0505,239+505,239020,3260.41%+20,326
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0393,308+393,308019,8970.40%+19,897
VANGUARD STAR FDS0259,979+259,979019,6130.40%+19,613
VANGUARD WORLD FD0138,288+138,288019,5210.40%+19,521
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
0642,100+642,100018,1330.37%+18,133
ABBOTT LABS0140,487+140,487017,6020.36%+17,602
ALPHABET INC(GOOG)055,794+55,794017,4630.35%+17,463
VANGUARD INDEX FDS090,095+90,095017,2070.35%+17,207
SCHWAB STRATEGIC TR0511,830+511,830016,6960.34%+16,696
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
086,923+86,923016,6510.34%+16,651
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
0628,440+628,440016,4900.33%+16,490
VANGUARD INTL EQUITY INDEX F0303,978+303,978016,3420.33%+16,342
ALPHABET INC(GOOG)049,809+49,809015,6300.32%+15,630
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
0462,354+462,354015,4930.31%+15,493
FIRST TR EXCHANGE-TRADED FD0344,051+344,051015,2550.31%+15,255
VANECK ETF TRUST
GOLD MINERS ETF
0173,875+173,875014,9130.30%+14,913
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0250,193+250,193014,6940.30%+14,694
ISHARES TR
ESG AWR MSCI USA
094,101+94,101014,0190.28%+14,019
JPMORGAN CHASE & CO.(JPM)043,374+43,374013,9760.28%+13,976
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0240,550+240,550013,7690.28%+13,769
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
0381,239+381,239013,6640.28%+13,664
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0227,417+227,417013,6290.28%+13,629
PACER FDS TR
US LRG CP CASH
0376,866+376,866013,2690.27%+13,269
VANGUARD SPECIALIZED FUNDS058,766+58,766012,9150.26%+12,915
INVESCO EXCH TRADED FD TR II0107,998+107,998012,8860.26%+12,886
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
0112,081+112,081012,8330.26%+12,833
BROADCOM INC(AVGO)034,392+34,392011,9030.24%+11,903
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
0278,302+278,302011,8450.24%+11,845
JOHNSON & JOHNSON(JNJ)056,228+56,228011,6360.24%+11,636
ISHARES TR096,625+96,625011,6120.24%+11,612
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
0154,557+154,557011,5990.24%+11,599
SPDR INDEX SHS FDS
ST STR PO EX ETF
0260,986+260,986011,5900.24%+11,590
VANGUARD INDEX FDS039,782+39,782011,5450.23%+11,545
ISHARES TR093,574+93,574011,5340.23%+11,534
TESLA INC(TSLA)025,381+25,381011,4140.23%+11,414
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
0162,106+162,106011,2940.23%+11,294
SPDR SERIES TRUST
ST STR P500GRW
0104,937+104,937011,1970.23%+11,197
VANGUARD INTL EQUITY INDEX F0130,796+130,796010,9360.22%+10,936
JANUS DETROIT STR TR
HEND SECU IN ETF
0209,218+209,218010,8920.22%+10,892
GLOBAL X FDS
1 3 MO T BI ET
0108,491+108,491010,8610.22%+10,861
MCDONALDS CORP(MCD)035,510+35,510010,8530.22%+10,853
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
0194,388+194,388010,8470.22%+10,847
COSTCO WHSL CORP NEW(COST)012,379+12,379010,6750.22%+10,675
NORTHERN LTS FD TR II0620,151+620,151010,6430.22%+10,643
BERKSHIRE HATHAWAY INC DEL020,309+20,309010,2080.21%+10,208
PALANTIR TECHNOLOGIES INC(PLTR)056,977+56,977010,1280.21%+10,128
ALLIANT ENERGY CORP(LNT)0154,850+154,850010,0670.20%+10,067
BLACKROCK ETF TRUST
ISHARES US EQUIT
0165,354+165,354010,0550.20%+10,055
SSGA ACTIVE TR
STATE STREET US
0159,209+159,20909,9200.20%+9,920
PGIM ETF TR
PGIM ULTRA SH BD
0197,465+197,46509,7920.20%+9,792
GLOBAL X FDS
NASDAQ 100 COVER
0547,357+547,35709,6720.20%+9,672
PIMCO ETF TR
ACTIVE BD ETF
0103,252+103,25209,6110.19%+9,611
CAPITAL GROUP DIVIDEND GROWE
SHS ETF
0264,744+264,74409,4350.19%+9,435
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