Universe · entity
Harpswell Capital Advisors, LLC
Institutional manager (13F) · CIK 1806630
13F holdings · as of 2026-03-31 · top 36 · reported portfolio $134M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD WORLD FD | $41M | 573,300 |
| 2 | VANGUARD WORLD FD | $14M | 128,550 |
| 3 | VANGUARD BD INDEX FDS | $14M | 185,609 |
| 4 | ISHARES TR | $10M | 104,007 |
| 5 | VANGUARD BD INDEX FDS | $6M | 130,455 |
| 6 | VANGUARD INTL EQUITY INDEX F | $6M | 43,173 |
| 7 | CAPITAL GROUP DIVIDEND VALUE | $6M | 139,564 |
| 8 | CAPITAL GROUP GROWTH ETF | $4M | 97,515 |
| 9 | GUGGENHEIM STRATEGIC OPPORTU | $4M | 327,617 |
| 10 | ISHARES TR | $3M | 61,855 |
| 11 | VANGUARD INTL EQUITY INDEX F | $3M | 18,088 |
| 12 | VANGUARD BD INDEX FDS | $2M | 27,506 |
| 13 | ISHARES TR | $2M | 21,786 |
| 14 | GLOBAL X FDS | $2M | 22,772 |
| 15 | VANGUARD WORLD FD | $2M | 26,689 |
| 16 | VANGUARD INTL EQUITY INDEX F | $2M | 22,596 |
| 17 | VANGUARD WORLD FD | $2M | 10,606 |
| 18 | VANGUARD INDEX FDS | $1M | 6,136 |
| 19 | VANGUARD WHITEHALL FDS | $1M | 11,000 |
| 20 | VANGUARD TAX-MANAGED FDS | $1M | 16,090 |
| 21 | ISHARES TR | $908k | 6,000 |
| 22 | WISDOMTREE TR | $893k | 10,000 |
| 23 | VANGUARD INDEX FDS | $868k | 4,425 |
| 24 | GLOBAL X FDS | $738k | 20,000 |
| 25 | SPDR SERIES TRUST | $728k | 16,000 |
| 26 | J P MORGAN EXCHANGE TRADED F | $632k | 12,488 |
| 27 | VANGUARD INDEX FDS | $608k | 2,954 |
| 28 | VANGUARD INDEX FDS | $546k | 6,155 |
| 29 | VANGUARD INDEX FDS | $498k | 2,700 |
| 30 | ISHARES TR | $460k | 9,667 |
| 31 | EA SERIES TRUST | $410k | 10,000 |
| 32 | VANGUARD WHITEHALL FDS | $398k | 4,500 |
| 33 | VANGUARD INTL EQUITY INDEX F | $385k | 8,660 |
| 34 | ISHARES TR | $371k | 4,000 |
| 35 | VANGUARD INDEX FDS | $311k | 521 |
| 36 | CAPITAL GROUP DIVIDEND GROWE | $251k | 7,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.