SEC Form 13F · Q2 2026

Harbour Wealth Management Group, Inc.

Institutional Holdings Report

13F-HRSC
$148.0M
Portfolio Value
89
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Harbour Wealth Management Group, Inc.
CIK
2085855
Accession No.
0001951757-26-001159
Location
DANIEL ISLAND, SC
Form Type
13F-HR
Portfolio Value
$148.0M
Holdings Reported
89
Reporting Period
Q2 2026
Filed
August 7, 2026

About this Filing

Harbour Wealth Management Group, Inc. is an institutional investment manager based in DANIEL ISLAND, SC reporting approximately $148.0M in 13(f) securities across 89 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.