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.
Harpswell Capital Advisors, LLC (CIK 1806630) reported $134.3M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VSGX ($41.1M, 30.62%), ESGV ($14.4M, 10.75%), BND ($13.7M, 10.18%), AGG ($10.3M, 7.69%), VUSB ($6.5M, 4.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VSGX | VANGUARD WORLD FD | $41.1M | 30.62% | 573,300 | Hold |
| 2 | ESGV | VANGUARD WORLD FD | $14.4M | 10.75% | 128,550 | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $13.7M | 10.18% | 185,609 | Added |
| 4 | AGG | ISHARES TR | $10.3M | 7.69% | 104,007 | Added |
| 5 | VUSB | VANGUARD BD INDEX FDS | $6.5M | 4.84% | 130,455 | Added |
| 6 | VT | VANGUARD INTL EQUITY INDEX F | $6.0M | 4.45% | 43,173 | Trimmed |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $5.9M | 4.42% | 139,564 | Added |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | $3.9M | 2.92% | 97,515 | Added |
| 9 | GOF | GUGGENHEIM STRATEGIC OPPORTU | $3.6M | 2.69% | 327,617 | Added |
| 10 | INDA | ISHARES TR | $2.9M | 2.16% | 61,855 | Trimmed |
| 11 | VSS | VANGUARD INTL EQUITY INDEX F | $2.6M | 1.96% | 18,088 | Trimmed |
| 12 | BSV | VANGUARD BD INDEX FDS | $2.2M | 1.61% | 27,506 | Added |
| 13 | IEFA | ISHARES TR | $2.0M | 1.47% | 21,786 | New |
| 14 | CATH | GLOBAL X FDS | $1.8M | 1.33% | 22,772 | Hold |
| 15 | EDV | VANGUARD WORLD FD | $1.7M | 1.29% | 26,689 | Trimmed |
| 16 | VEU | VANGUARD INTL EQUITY INDEX F | $1.7M | 1.26% | 22,596 | Added |
| 17 | MGV | VANGUARD WORLD FD | $1.5M | 1.14% | 10,606 | Added |
| 18 | VBR | VANGUARD INDEX FDS | $1.3M | 0.99% | 6,136 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $1.0M | 0.77% | 16,090 | Hold |
| 20 | VYMI | VANGUARD WHITEHALL FDS | $1.0M | 0.77% | 11,000 | Hold |
| 21 | DVY | ISHARES TR | $908,460 | 0.68% | 6,000 | Added |
| 22 | DLN | WISDOMTREE TR | $893,300 | 0.67% | 10,000 | Hold |
| 23 | VTV | VANGUARD INDEX FDS | $868,185 | 0.65% | 4,425 | Added |
| 24 | CEFA | GLOBAL X FDS | $737,738 | 0.55% | 20,000 | Hold |
| 25 | SPYD | SPDR SERIES TRUST | $728,320 | 0.54% | 16,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31