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Harbor Etf Trust shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Harbor Etf Trust (OSEA) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Harbor Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Harbor Etf Trust held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harbor Etf Trust by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4M 252k 29.57
2025-06-30 $7.0M 238k 29.27
2025-03-31 $6.4M 242k 26.54
2024-12-31 $5.6M 217k 25.85
2024-09-30 $5.6M 192k 28.93

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Harbor Etf Trust

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Diversified Enterprises
Arlington Financial Advisors
Venturi Wealth Management
Pnc Financial Services
GSB Wealth Management
Paces Ferry Wealth Advisors
Raymond James Financial
Ami Investment Management
LPL Financial
Nordwand Advisors
Pensionmark Financial Group
Archford Capital Strategies
Vestmark Advisory Solutions
Kovitz Investment Group Partners

View all funds holding Harbor Etf Trust