Evid Invest
Holders — by stockHoldings — by fund

HARBOUR INVESTMENTS, INC.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 810121

$7.43B

disclosed book value

4,768

positions

3.8%

largest position share

Positions, as of 2026-06-30

top 100 of 4,768 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVANGUARD S&P 500 ETF414,994$285.0M3.8%
2QQQINVESCO QQQ TRUST SERIES I293,296$216.0M2.9%
3SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF4.0M$173.3M2.3%
4AAPLAPPLE INC COM453,496$131.2M1.8%
5AVEMAVANTIS EMERGING MARKETS EQUITY ETF1.2M$114.0M1.5%
6UCONFIRST TRUST SMITH UNCONSTRAINED BOND ETF4.2M$104.4M1.4%
7IVVISHARES CORE S&P 500 ETF132,375$99.1M1.3%
8IJHISHARES CORE S&P MID-CAP ETF1.3M$98.4M1.3%
9BUFRFT VEST LADDERED BUFFER ETF2.7M$98.1M1.3%
10SPYSTATE STREET SPDR S&P 500 ETF102,680$76.7M1%
11CGCPCAPITAL GROUP CORE PLUS INCOME ETF3.4M$76.1M1%
12RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF912,649$74.0M1%
13IVWISHARES S&P 500 GROWTH ETF527,487$72.5M1%
14SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF785,230$69.0M0.9%
15VUGVANGUARD MORNINGSTAR GROWTH ETF768,216$66.2M0.9%
16NVDANVIDIA CORPORATION COM327,830$65.6M0.9%
17SCHDSCHWAB US DIVIDEND EQUITY ETF2.1M$65.1M0.9%
18IVEISHARES S&P 500 VALUE ETF276,574$62.8M0.8%
19VTIVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF162,611$60.2M0.8%
20FTCBFIRST TRUST CORE INVESTMENT GRADE ETF2.9M$59.9M0.8%
21PGPROCTER & GAMBLE CO COM386,463$56.7M0.8%
22ABBVABBVIE INC COM221,662$55.8M0.8%
23VEAVANGUARD FTSE DEVELOPED MARKETS ETF764,009$54.4M0.7%
24SCHXSCHWAB U.S. LARGE-CAP ETF1.8M$53.6M0.7%
25CGDVCAPITAL GROUP DIVIDEND VALUE ETF1.1M$53.5M0.7%
26DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF1.3M$52.6M0.7%
27AVDEAVANTIS INTERNATIONAL EQUITY ETF587,109$52.4M0.7%
28MSFTMICROSOFT CORP COM131,312$49.0M0.7%
29DUHPDIMENSIONAL US HIGH PROFITABILITY ETF1.1M$47.6M0.6%
30AMZNAMAZON COM INC COM185,330$44.2M0.6%
31VIGVANGUARD DIVIDEND APPRECIATION ETF184,786$43.7M0.6%
32CGGRCAPITAL GROUP GROWTH ETF925,166$43.7M0.6%
33LIBERTY ONE SPECTRUM ETF1.6M$43.2M0.6%
34VGTVANGUARD INFORMATION TECHNOLOGY ETF343,516$41.1M0.6%
35FTCSFIRST TRUST CAPITAL STRENGTH ETF436,885$41.0M0.6%
36LIBERTY ONE TACTICAL INCOME ETF1.6M$40.6M0.5%
37CATCATERPILLAR INC COM37,977$40.4M0.5%
38AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF301,864$40.2M0.5%
39CGBLCAPITAL GROUP CORE BALANCED ETF1.0M$38.6M0.5%
40DFSVDIMENSIONAL US SMALL CAP VALUE ETF930,059$36.1M0.5%
41LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF718,902$35.8M0.5%
42FBNDFIDELITY TOTAL BOND ETF781,949$35.6M0.5%
43SCHBSCHWAB U.S. BROAD MARKET ETF1.2M$33.7M0.5%
44JQUAJPMORGAN U.S. QUALITY FACTOR ETF460,857$33.3M0.4%
45LLYELI LILLY & CO COM27,683$33.2M0.4%
46JBNDJPMORGAN ACTIVE BOND ETF595,638$31.9M0.4%
47COWZPACER US CASH COWS 100 ETF490,316$30.5M0.4%
48BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF603,409$29.2M0.4%
49RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF974,155$28.6M0.4%
50MUMICRON TECHNOLOGY INC COM24,609$28.4M0.4%
51VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF327,624$28.0M0.4%
52VTVVANGUARD MORNINGSTAR VALUE ETF127,337$27.8M0.4%
53BUFDFT VEST LADDERED DEEP BUFFER ETF911,428$27.1M0.4%
54GLDSPDR GOLD SHARES71,824$26.5M0.4%
55RSPINVESCO S&P 500 EQUAL WEIGHT ETF119,050$25.3M0.3%
56SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF734,379$24.9M0.3%
57GOOGLALPHABET INC CAP STK CL A65,943$23.6M0.3%
58MGVVANGUARD MORNINGSTAR MEGA CAP VALUE ETF143,280$23.4M0.3%
59AGGISHARES CORE U.S. AGGREGATE BOND ETF231,503$22.9M0.3%
60JPSTJPMORGAN ULTRA-SHORT INCOME ETF447,169$22.6M0.3%
61MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND223,597$22.5M0.3%
62FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND456,188$22.2M0.3%
63FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND460,586$22.2M0.3%
64DFCFDIMENSIONAL CORE FIXED INCOME ETF516,715$21.8M0.3%
65GOOGALPHABET INC CAP STK CL C71,110$21.6M0.3%
66VWOVANGUARD FTSE EMERGING MARKETS ETF359,880$21.5M0.3%
67CGUSCAPITAL GROUP CORE EQUITY ETF480,619$21.4M0.3%
68DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND491,712$21.0M0.3%
69JPMJPMORGAN CHASE & CO COM63,069$20.6M0.3%
70SMHVANECK SEMICONDUCTOR ETF31,414$20.6M0.3%
71CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY ETF485,120$20.5M0.3%
72RWLINVESCO S&P 500 REVENUE ETF159,636$20.4M0.3%
73AMDADVANCED MICRO DEVICES INC COM34,812$20.2M0.3%
74SPHQINVESCO S&P 500 QUALITY ETF220,483$19.9M0.3%
75DFASDIMENSIONAL U.S. SMALL CAP ETF239,327$19.7M0.3%
76VOVANGUARD MORNINGSTAR MID-CAP ETF230,052$18.5M0.2%
77VGSHVANGUARD SHORT-TERM TREASURY ETF315,750$18.4M0.2%
78JEPIJPMORGAN EQUITY PREMIUM INCOME ETF324,851$18.3M0.2%
79VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF231,725$18.3M0.2%
80IUSBISHARES CORE TOTAL USD BOND MARKET ETF396,222$18.3M0.2%
81JNJJOHNSON & JOHNSON COM69,981$17.8M0.2%
82AVGOBROADCOM INC COM45,659$17.2M0.2%
83ESSENTIAL 40 STOCK ETF859,522$17.1M0.2%
84ABTABBOTT LABORATORIES COM186,374$16.9M0.2%
85FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF281,951$16.8M0.2%
86BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW33,624$16.8M0.2%
87IJRISHARES CORE S&P SMALL CAP ETF113,426$16.8M0.2%
88ESGUISHARES ESG AWARE MSCI USA ETF102,610$16.8M0.2%
89VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF101,759$16.1M0.2%
90TSLATESLA INC COM38,181$16.1M0.2%
91DEDEERE & CO COM24,725$15.7M0.2%
92EXXONMOBIL HOLDINGS CORP COM SHS114,436$15.6M0.2%
93COSTCOSTCO WHOLESALE CORPORATION COM16,571$15.5M0.2%
94Q3 ALL-SEASON TACTICAL ADVANTAGE ETF600,798$15.3M0.2%
95XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF80,050$15.3M0.2%
96BUFQFT VEST LADDERED NASDAQ BUFFER ETF386,233$15.2M0.2%
97SPMOINVESCO S&P 500 MOMENTUM ETF93,707$15.1M0.2%
98BALTINNOVATOR DEFINED WEALTH SHIELD ETF423,609$14.5M0.2%
99BNDVANGUARD TOTAL BOND MARKET ETF193,753$14.2M0.2%
100WMTWALMART INC COM125,477$14.2M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.