Harpswell Capital Advisors, LLC Top Holdings and 13F Report (2026) About Harpswell Capital Advisors, LLCInvestment ActivityHarpswell Capital Advisors, LLC has $134.30 million in total holdings as of March 31, 2026.Harpswell Capital Advisors, LLC owns shares of 36 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 10.87% of the portfolio was purchased this quarter.About 2.80% of the portfolio was sold this quarter.This quarter, Harpswell Capital Advisors, LLC has purchased 36 new stocks and bought additional shares in 15 stocks.Harpswell Capital Advisors, LLC sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard ESG International Stock ETF $41,122,809Vanguard ESG U.S. Stock ETF $14,432,309Vanguard Total Bond Market ETF $13,668,247iShares Core U.S. Aggregate Bond ETF $10,324,775Vanguard Ultra-Short Bond ETF $6,494,702 Largest New Holdings this Quarter 46432F842 - iShares Core MSCI EAFE ETF $1,972,287 Holding46641Q837 - JPMorgan Ultra-Short Income ETF $632,018 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 30,037 shares (about $2.98M)Vanguard Ultra-Short Bond ETF 48,327 shares (about $2.41M)Vanguard Total Bond Market ETF 28,843 shares (about $2.12M)iShares Core MSCI EAFE ETF 21,786 shares (about $1.97M)Guggenheim Strategic Opportunities Fund 128,694 shares (about $1.42M) Largest Sales this Quarter iShares MSCI India ETF 45,466 shares (about $2.13M)Vanguard Extended Duration Treasury ETF 13,375 shares (about $868.71K)Vanguard Total World Stock ETF 1,103 shares (about $152.57K)iShares MSCI USA Min Vol Factor ETF 1,500 shares (about $139.11K)Vanguard FTSE All-World ex-US Small-Cap ETF 465 shares (about $67.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHarpswell Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVSGXVanguard ESG International Stock ETF$41,122,8090.0%573,30030.6%ETFESGVVanguard ESG U.S. Stock ETF$14,432,309$336,810 ▲2.4%128,55010.7%ETFBNDVanguard Total Bond Market ETF$13,668,247$2,123,999 ▲18.4%185,60910.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,324,775$2,981,773 ▲40.6%104,0077.7%FinanceVUSBVanguard Ultra-Short Bond ETF$6,494,702$2,405,960 ▲58.8%130,4554.8%ETFVTVanguard Total World Stock ETF$5,971,689$152,567 ▼-2.5%43,1734.4%ETFCGDVCapital Group Dividend Value ETF$5,937,053$21,270 ▲0.4%139,5644.4%ETFCGGRCapital Group Growth ETF$3,919,128$749,142 ▲23.6%97,5152.9%ETFGOFGuggenheim Strategic Opportunities Fund$3,610,339$1,418,208 ▲64.7%327,6172.7%Financial ServicesINDAiShares MSCI India ETF$2,897,288$2,129,627 ▼-42.4%61,8552.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,637,050$67,792 ▼-2.5%18,0882.0%ETFBSVVanguard Short-Term Bond ETF$2,156,745$811,073 ▲60.3%27,5061.6%ETFIEFAiShares Core MSCI EAFE ETF$1,972,287$1,972,287 ▲New Holding21,7861.5%ETFCATHGlobal X S&P 500 Catholic Values ETF$1,779,6320.0%22,7721.3%ManufacturingEDVVanguard Extended Duration Treasury ETF$1,733,451$868,706 ▼-33.4%26,6891.3%ETFVEUVanguard FTSE All-World ex-US ETF$1,696,960$296,044 ▲21.1%22,5961.3%ETFMGVVanguard Mega Cap Value ETF$1,537,340$118,714 ▲8.4%10,6061.1%ETFVBRVanguard Small-Cap Value ETF$1,333,046$86,900 ▲7.0%6,1361.0%ETFVYMIVanguard International High Dividend Yield ETF$1,036,6400.0%11,0000.8%ETFVEAVanguard FTSE Developed Markets ETF$1,031,0470.0%16,0900.8%ETFDVYiShares Select Dividend ETF$908,460$302,820 ▲50.0%6,0000.7%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$893,3000.0%10,0000.7%FinanceVTVVanguard Value ETF$868,185$98,100 ▲12.7%4,4250.6%ETFCEFAGlobal X S&P Catholic Values Developed ex-U.S. ETF$737,7380.0%20,0000.5%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$728,3200.0%16,0000.5%ETFJPSTJPMorgan Ultra-Short Income ETF$632,018$632,018 ▲New Holding12,4880.5%ETFVXFVanguard Extended Market ETF$607,933$246,960 ▲68.4%2,9540.5%ETFVNQVanguard Real Estate ETF$545,949$2,218 ▲0.4%6,1550.4%ETFVOEVanguard Mid-Cap Value ETF$497,5560.0%2,7000.4%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$459,6660.0%9,6670.3%ETFDIVDAltrius Global Dividend ETF$410,2840.0%10,0000.3%ETFVIGIVanguard International Dividend Appreciation ETF$398,070$4,423 ▼-1.1%4,5000.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$384,9370.0%8,6600.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$370,960$139,110 ▼-27.3%4,0000.3%ETFVOOVanguard S&P 500 ETF$311,324$5,378 ▼-1.7%5210.2%ETFCAPITAL GROUP DIVIDEND GROWE$251,3000.0%7,0000.2%SHS ETFXBISPDR S&P Biotech ETF$0$267,514 ▼-100.0%00.0%ETFXPLR INFRASTRUCTURE LP$0$131,700 ▼-100.0%00.0%COM UNIT PART INShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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