HARBOR ADVISORY CORP /MA/ - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, HARBOR ADVISORY CORP /MA/ held in its portfolio 76 assets valued at $330,569,967 (i.e. $330.57M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($21.61M), ALPHABET INC ($19.77M), and FIRST TR EXCHANGE-TRADED FD ($14.97M).
The chart below shows the top 10 valuable assets, and the table below shows the top 76 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HARBOR ADVISORY CORP /MA/ - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 34465 | 21614035 | S&P 500 ETF SHS |
| ALPHABET INC | 63147 | 19765011 | CAP STK CL A |
| FIRST TR EXCHANGE-TRADED FD | 326213 | 14966652 | SENIOR LN FD |
| AMAZON COM INC | 64015 | 14775942 | COM |
| VANGUARD INTL EQUITY INDEX F | 170781 | 14278999 | FTSE EUROPE ETF |
| VANGUARD INTL EQUITY INDEX F | 233793 | 12568712 | FTSE EMR MKT ETF |
| APPLE INC | 44037 | 11971899 | COM |
| BERKSHIRE HATHAWAY INC DEL | 23777 | 11951509 | CL B NEW |
| VANGUARD INDEX FDS | 44096 | 11374563 | SMALL CP ETF |
| ISHARES TR | 16218 | 11108357 | CORE S&P500 ETF |
| ISHARES TR | 34345 | 10342997 | ISHARES SEMICDTR |
| VANGUARD INDEX FDS | 35147 | 10200362 | MID CAP ETF |
| SPDR SERIES TRUST | 246484 | 9964733 | STATE STREET SPD |
| ISHARES TR | 78704 | 9458647 | CORE S&P SCP ETF |
| ISHARES TR | 143021 | 9439386 | CORE S&P MCP ETF |
| BROOKFIELD INFRAST PARTNERS | 250071 | 8687467 | LP INT UNIT |
| JPMORGAN CHASE & CO. | 25861 | 8332931 | COM |
| MICROSOFT CORP | 16351 | 7907907 | COM |
| ISHARES INC | 111673 | 7535694 | EM MKT SM-CP ETF |
| JOHNSON & JOHNSON | 32490 | 6723829 | COM |
| VANGUARD ADMIRAL FDS INC | 49445 | 5527951 | MIDCP 400 IDX |
| ISHARES TR | 208749 | 5313706 | IBDS DEC28 ETF |
| SPDR INDEX SHS FDS | 112330 | 4988575 | PORTFOLIO DEVLPD |
| ISHARES TR | 63495 | 4922767 | EAFE SML CP ETF |
| PFIZER INC | 182357 | 4540689 | COM |
| ABBVIE INC | 19477 | 4450300 | COM |
| VANGUARD ADMIRAL FDS INC | 38986 | 4325887 | SMLLCP 600 IDX |
| SPDR INDEX SHS FDS | 86327 | 4040967 | PORTFOLIO EMG MK |
| PEPSICO INC | 27825 | 3993444 | COM |
| ABBOTT LABS | 26866 | 3366041 | COM |
| CISCO SYS INC | 43355 | 3339636 | COM |
| ISHARES TR | 125339 | 2933559 | IBONDS DEC 29 |
| VISA INC | 7947 | 2787092 | COM CL A |
| MERCK & CO INC | 24449 | 2573502 | COM |
| ISHARES TR | 17217 | 2430352 | S&P SML 600 GWT |
| ISHARES TR | 24593 | 2361666 | MSCI EAFE ETF |
| ISHARES TR | 34039 | 1862274 | MSCI EMG MKT ETF |
| ISHARES TR | 76233 | 1850937 | IBONDS 27 ETF |
| SCHWAB STRATEGIC TR | 48443 | 1746855 | FUNDAMENTAL EMER |
| ISHARES TR | 24497 | 1700582 | CORE DIV GRWTH |
| ALPHABET INC | 5410 | 1697658 | CAP STK CL C |
| LOWES COS INC | 7015 | 1691737 | COM |
| HOME DEPOT INC | 4820 | 1658562 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 2743 | 1654797 | UTSER1 S&PDCRP |
| ISHARES TR | 67891 | 1644999 | IBONDS DEC2026 |
| CHEVRON CORP NEW | 10588 | 1613717 | COM |
| EXXON MOBIL CORP | 12828 | 1543722 | COM |
| MCDONALDS CORP | 4532 | 1385115 | COM |
| PROCTER AND GAMBLE CO | 8806 | 1261988 | COM |
| ISHARES TR | 36886 | 1141991 | PFD AND INCM SEC |
| BANK AMERICA CORP | 20577 | 1131735 | COM |
| VANGUARD INDEX FDS | 3227 | 1081916 | TOTAL STK MKT |
| ISHARES TR | 46886 | 1034774 | IBONDS DEC 2030 |
| INVESCO EXCHANGE TRADED FD T | 5205 | 997070 | S&P500 EQL WGT |
| BROOKFIELD INFRASTRUCTURE CO | 19942 | 905367 | COM SUB VTG A |
| INTERNATIONAL BUSINESS MACHS | 3036 | 899294 | COM |
| SPDR S&P 500 ETF TR | 794 | 541444 | TR UNIT |
| GE AEROSPACE | 1728 | 532276 | COM NEW |
| ISHARES TR | 1050 | 496965 | RUS 1000 GRW ETF |
| COCA COLA CO | 7092 | 495802 | COM |
| BROADCOM INC | 1370 | 474157 | COM |
| ISHARES TR | 7000 | 469910 | MSCI ACWI EX US |
| VANGUARD INDEX FDS | 5299 | 468909 | REAL ESTATE ETF |
| PHILIP MORRIS INTL INC | 2645 | 424294 | COM |
| WISDOMTREE TR | 10745 | 419270 | EM EX ST-OWNED |
| VANGUARD INTL EQUITY INDEX F | 8745 | 400871 | GLB EX US ETF |
| APPLIED MATLS INC | 1150 | 295539 | COM |
| GE VERNOVA INC | 428 | 279728 | COM |
| ASML HOLDING N V | 257 | 274954 | N Y REGISTRY SHS |
| WW GRAINGER INC | 255 | 257308 | COM |
| ISHARES INC | 3810 | 256108 | CORE MSCI EMKT |
| FIRST TR EXCHANGE TRADED FD | 2500 | 242100 | NASD TECH DIV |
| SCHWAB STRATEGIC TR | 8550 | 234527 | US DIVIDEND EQ |
| AMERICAN EXPRESS CO | 584 | 216051 | COM |
| ISHARES TR | 2352 | 210410 | CORE MSCI EAFE |
| ELI LILLY & CO | 194 | 208488 | COM |
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