Harbour Wealth Management Group, Inc. has filed a Form 13F-HR disclosing its equity portfolio as of September 30, 2026. The filing, signed by Chief Compliance Officer Gabrielle Magdziarz, reports the firm holds positions in 89 distinct companies.
The portfolio is diversified across various sectors, with notable holdings including Microsoft Corporation, which is held in 7,768 shares. Other major positions include Intel Corporation (25,250 shares), Johnson & Johnson (5,616 shares), and Berkshire Hathaway Inc. Class B (10,542 shares). The filing also lists significant positions in exchange-traded funds, such as the iShares Gold Trust (152,756 shares), the iShares Core S&P 500 ETF (108,155 shares), and the WisdomTree U.S. Midcap Dividend ETF (92,044 shares).
The filing details a total of 89 holdings, with the top five positions by share count being Intel, Microsoft, Berkshire Hathaway Class B, the iShares Core S&P 500 ETF, and the WisdomTree U.S. Midcap Dividend ETF.
