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Harpswell Capital Advisors, LLC

Q1 2026 13F Holdings

  • Location
    yarmouth, ME
  • Num holdings

    36

  • Value ($000)

    $134,299

  • Date Filed
    04/10/2026
  • Form type
    13F-HR
  • CIK
    0001806630
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VSGX

VANGUARD WORLD FD

ESG INTL STK ETF
921910725
$41.12M
31 %

573,300

E
ESGV

VANGUARD WORLD FD

ESG US STK ETF
921910733
$14.43M
11 %

128,550

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$13.67M
10 %

185,609

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$10.32M
8 %

104,007

V
VUSB

VANGUARD BD INDEX FDS

VANGUARD ULTRA
92203C303
$6.49M
5 %

130,455

V
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
922042742
$5.97M
4 %

43,173

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$5.94M
4 %

139,564

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$3.92M
3 %

97,515

G
GOF

GUGGENHEIM STRATEGIC OPPORTU

COM SBI
40167F101
$3.61M
3 %

327,617

I
INDA

ISHARES TR

MSCI INDIA ETF
46429B598
$2.9M
2 %

61,855

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