Universe · entity

Harpswell Capital Advisors, LLC

Institutional manager (13F) · CIK 1806630
13F holdings · as of 2026-03-31 · top 36 · reported portfolio $134M
#IssuerValueShares
1VANGUARD WORLD FD$41M573,300
2VANGUARD WORLD FD$14M128,550
3VANGUARD BD INDEX FDS$14M185,609
4ISHARES TR$10M104,007
5VANGUARD BD INDEX FDS$6M130,455
6VANGUARD INTL EQUITY INDEX F$6M43,173
7CAPITAL GROUP DIVIDEND VALUE$6M139,564
8CAPITAL GROUP GROWTH ETF$4M97,515
9GUGGENHEIM STRATEGIC OPPORTU$4M327,617
10ISHARES TR$3M61,855
11VANGUARD INTL EQUITY INDEX F$3M18,088
12VANGUARD BD INDEX FDS$2M27,506
13ISHARES TR$2M21,786
14GLOBAL X FDS$2M22,772
15VANGUARD WORLD FD$2M26,689
16VANGUARD INTL EQUITY INDEX F$2M22,596
17VANGUARD WORLD FD$2M10,606
18VANGUARD INDEX FDS$1M6,136
19VANGUARD WHITEHALL FDS$1M11,000
20VANGUARD TAX-MANAGED FDS$1M16,090
21ISHARES TR$908k6,000
22WISDOMTREE TR$893k10,000
23VANGUARD INDEX FDS$868k4,425
24GLOBAL X FDS$738k20,000
25SPDR SERIES TRUST$728k16,000
26J P MORGAN EXCHANGE TRADED F$632k12,488
27VANGUARD INDEX FDS$608k2,954
28VANGUARD INDEX FDS$546k6,155
29VANGUARD INDEX FDS$498k2,700
30ISHARES TR$460k9,667
31EA SERIES TRUST$410k10,000
32VANGUARD WHITEHALL FDS$398k4,500
33VANGUARD INTL EQUITY INDEX F$385k8,660
34ISHARES TR$371k4,000
35VANGUARD INDEX FDS$311k521
36CAPITAL GROUP DIVIDEND GROWE$251k7,000
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.