Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HARBOUR INVESTMENTS, INC. (CIK 810121) reported $6.48B across 4,555 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($236.1M, 3.64%), QQQ ($160.6M, 2.48%), SDVY ($151.0M, 2.33%), AAPL ($116.6M, 1.80%), UCON ($102.1M, 1.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $236.1M | 3.64% | 395,174 | Trimmed |
| 2 | QQQ | INVESCO QQQ TRUST SERIES I | $160.6M | 2.48% | 278,216 | Added |
| 3 | SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $151.0M | 2.33% | 3.8M | Added |
| 4 | AAPL | APPLE INC COM | $116.6M | 1.80% | 459,637 | Added |
| 5 | UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $102.1M | 1.58% | 4.1M | Added |
| 6 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $92.5M | 1.43% | 1.1M | Added |
| 7 | BUFR | FT VEST LADDERED BUFFER ETF | $88.4M | 1.36% | 2.6M | Added |
| 8 | IJH | ISHARES CORE S&P MID-CAP ETF | $84.9M | 1.31% | 1.3M | Added |
| 9 | IVV | ISHARES CORE S&P 500 ETF | $80.6M | 1.24% | 123,462 | Added |
| 10 | CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $71.9M | 1.11% | 3.2M | Added |
| 11 | SPY | STATE STREET SPDR S&P 500 ETF | $63.2M | 0.98% | 97,226 | Added |
| 12 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $60.6M | 0.94% | 887,227 | Added |
| 13 | IVW | ISHARES S&P 500 GROWTH ETF | $60.3M | 0.93% | 532,813 | Added |
| 14 | IVE | ISHARES S&P 500 VALUE ETF | $59.7M | 0.92% | 282,613 | Added |
| 15 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $59.1M | 0.91% | 1.9M | Added |
| 16 | FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | $58.2M | 0.90% | 2.8M | Added |
| 17 | NVDA | NVIDIA CORPORATION COM | $57.6M | 0.89% | 330,491 | Added |
| 18 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $56.8M | 0.88% | 741,576 | Added |
| 19 | PG | PROCTER & GAMBLE CO COM | $55.9M | 0.86% | 387,261 | Added |
| 20 | VUG | VANGUARD GROWTH ETF | $53.0M | 0.82% | 121,335 | Added |
| 21 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $51.6M | 0.80% | 160,840 | Added |
| 22 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $49.7M | 0.77% | 1.3M | Added |
| 23 | ABBV | ABBVIE INC COM | $49.6M | 0.77% | 228,025 | Added |
| 24 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $46.1M | 0.71% | 1.1M | Added |
| 25 | AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $46.1M | 0.71% | 543,527 | Added |
Source: SEC Form 13F filings · as of 2026-03-31