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 $155.8M across 46 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VSGX ($47.1M, 30.20%), ESGV ($17.1M, 10.99%), BND ($14.6M, 9.36%), AGG ($10.9M, 7.00%), VO ($7.1M, 4.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VSGX | VANGUARD WORLD FD | $47.1M | 30.20% | 571,525 | Trimmed |
| 2 | ESGV | VANGUARD WORLD FD | $17.1M | 10.99% | 129,450 | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $14.6M | 9.36% | 198,611 | Added |
| 4 | AGG | ISHARES TR | $10.9M | 7.00% | 110,163 | Added |
| 5 | VO | VANGUARD INDEX FDS | $7.1M | 4.56% | 88,164 | New |
| 6 | VT | VANGUARD INTL EQUITY INDEX F | $7.0M | 4.49% | 44,580 | Added |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $6.6M | 4.24% | 133,928 | Trimmed |
| 8 | VUSB | VANGUARD BD INDEX FDS | $6.5M | 4.14% | 129,713 | Trimmed |
| 9 | CGGR | CAPITAL GROUP GROWTH ETF | $4.6M | 2.93% | 96,850 | Trimmed |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | $3.6M | 2.31% | 23,375 | Added |
| 11 | GOF | GUGGENHEIM STRATEGIC OPPORTU | $3.3M | 2.13% | 304,093 | Trimmed |
| 12 | BSV | VANGUARD BD INDEX FDS | $2.3M | 1.46% | 29,191 | Added |
| 13 | VEU | VANGUARD INTL EQUITY INDEX F | $2.2M | 1.43% | 26,600 | Added |
| 14 | IEFA | ISHARES TR | $2.1M | 1.35% | 21,774 | Trimmed |
| 15 | MGV | VANGUARD WORLD FD | $1.9M | 1.23% | 11,681 | Added |
| 16 | CATH | GLOBAL X FDS | $1.8M | 1.14% | 20,000 | Trimmed |
| 17 | VCRB | VANGUARD MALVERN FDS | $1.4M | 0.90% | 18,100 | New |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $1.1M | 0.73% | 16,034 | Trimmed |
| 19 | VYMI | VANGUARD WHITEHALL FDS | $1.1M | 0.69% | 11,000 | Hold |
| 20 | DLN | WISDOMTREE TR | $963,200 | 0.62% | 10,000 | Hold |
| 21 | VTV | VANGUARD INDEX FDS | $964,340 | 0.62% | 4,425 | Hold |
| 22 | DVY | ISHARES TR | $937,800 | 0.60% | 6,000 | Hold |
| 23 | CEFA | GLOBAL X FDS | $793,748 | 0.51% | 20,000 | Hold |
| 24 | SPYD | SPDR SERIES TRUST | $763,360 | 0.49% | 16,000 | Hold |
| 25 | VXF | VANGUARD INDEX FDS | $727,304 | 0.47% | 2,954 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30