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Harpswell Capital Advisors

Latest statistics and disclosures from Harpswell Capital Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001806630

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Positions held by Harpswell Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Harpswell Capital Advisors

Harpswell Capital Advisors holds 36 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard World Esg Intl Stk Etf (VSGX)	30.6	$41M	573k	71.73	View chart
Vanguard World Esg Us Stk Etf (ESGV)	10.7	$14M	129k	112.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	10.2	$14M	186k	73.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.7	$10M	104k	99.27	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	4.8	$6.5M	131k	49.78	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	4.4	$6.0M	43k	138.32	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	4.4	$5.9M	140k	42.54	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.9	$3.9M	98k	40.19	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	2.7	$3.6M	328k	11.02	View chart
Ishares Tr Msci India Etf (INDA)	2.2	$2.9M	62k	46.84	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.0	$2.6M	18k	145.79	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.6	$2.2M	28k	78.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$2.0M	22k	90.53	View chart
Global X Fds S&p 500 Catholic (CATH)	1.3	$1.8M	23k	78.15	View chart
Vanguard World Extended Dur (EDV)	1.3	$1.7M	27k	64.95	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.3	$1.7M	23k	75.10	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.1	$1.5M	11k	144.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$1.3M	6.1k	217.25	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.8	$1.0M	11k	94.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$1.0M	16k	64.08	View chart
Ishares Tr Select Divid Etf (DVY)	0.7	$909k	6.0k	151.41	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.7	$893k	10k	89.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$868k	4.4k	196.20	View chart
Global X Fds S&p Ex Us Etf (CEFA)	0.5	$738k	20k	36.89	View chart
Spdr Series Trust State Street Spd (SPYD)	0.5	$728k	16k	45.52	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$632k	13k	50.61	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$608k	3.0k	205.80	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$546k	6.2k	88.70	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$498k	2.7k	184.28	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$460k	9.7k	47.55	View chart
Ea Series Trust Altrius Gbl Div (DIVD)	0.3	$410k	10k	41.03	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$398k	4.5k	88.46	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$385k	8.7k	44.45	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$371k	4.0k	92.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$311k	521.00	597.55	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.2	$251k	7.0k	35.90	View chart

Past Filings by Harpswell Capital Advisors

SEC 13F filings are viewable for Harpswell Capital Advisors going back to 2026

Harpswell Capital Advisors 2026 Q1 filed April 10, 2026

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