Long-term investor

Harbour Wealth Management Group, Inc. @harbourwealthmanagementg

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002085855).

Record

  • Tracked since 2025-12-31 (270 days), 52 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +898.0%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 85207H104 · 7.9% · long · since 2025-12-31
  • IAU · 7.6% · long · since 2025-12-31
  • 46431W705 · 6.7% · long · since 2025-12-31
  • 02072L607 · 5.2% · long · since 2025-12-31
  • 81369Y506 · 4.0% · long · since 2025-12-31
  • 78462F103 · 3.6% · long · since 2025-12-31
  • 47103U209 · 3.5% · long · since 2026-03-31
  • INTC · 3.5% · long · since 2025-12-31
  • BRK-B · 3.5% · long · since 2025-12-31
  • 97717W505 · 3.3% · long · since 2025-12-31
  • 46137V100 · 3.0% · long · since 2025-12-31
  • 25434V500 · 2.9% · long · since 2025-12-31

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