Harpswell Capital Advisors, LLC
Q3 2025 13F Holdings
- Locationyarmouth, ME
- Num holdings
35
- Value ($000)
$104,858
- Date Filed11/06/2025
- Form type13F-HR
- CIK0001806630
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VSGX VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | $39.80 M | 38 % | 573,800 | ||
ESGV VANGUARD WORLD FD | ESG US STK ETF | 921910733 | $15.65 M | 15 % | 132,151 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $7.25 M | 7 % | 172,470 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $5.80 M | 6 % | 132,100 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $5.53 M | 5 % | 40,144 | ||
EDV VANGUARD WORLD FD | EXTENDED DUR | 921910709 | $4.13 M | 4 % | 60,389 | ||
VSS VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | $3.84 M | 4 % | 26,912 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $3.76 M | 4 % | 50,536 | ||
CATH GLOBAL X FDS | S&P 500 CATHOLIC | 37954Y889 | $1.85 M | 2 % | 22,772 | ||
KRE SPDR SERIES TRUST | S&P BIOTECH | 78464A870 | $1.68 M | 2 % | 16,768 |
Rows Per Page
10
- 10
- 50
- 100