You're signed outSign in or to get full access.
Harbor Advisory Corp. /ma/
Harbor Advisory Corporation is an independent investment advisory firm founded in 1972 and headquartered in Portsmouth, NH. The firm specializes in tailored wealth management and investment counseling services for high net worth families. Harbor Advisory is known for its personalized approach, long client tenures, and experienced senior advisors. With approximately 7 employees, the firm integrates investment and related wealth management to help clients meet their personal and financial objectives.
Investment Strategy
Harbor Advisory provides discretionary investment management focusing on equity, balanced, and fixed income portfolios. The firm’s investment process is driven by an investment committee comprised of experienced advisors and industry experts, ensuring a global economic perspective and original research inform every decision. In addition to portfolio management, the firm offers comprehensive advice on retirement planning and broader wealth management, always prioritizing clients’ individual goals and risk profiles.
Latest 13F Filing Activity
Harbor Advisory Corp. /ma/ filed their most recent 13F report on Jun 30, 2025 disclosing 81 equity positions with a total 13F market value of $314M. The fund increased holdings in First TR Exchange-traded FD, Ishares TR, Pfizer Inc. among other positions. Harbor Advisory Corp. /ma/ reduced exposure to Ssga Active Etf TR, Thermo Fisher Scientific Inc., SPDR Ser TR among others.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 6.29% | $19.8M | 34,775 | $311.46 | $568.03 | +$1.7M |
A AMZN | AMAZON COM INC | 4.70% | $14.8M | 67,273 | $163.65 | $219.39 | +$1.8M |
F FTSL | FIRST TR EXCHANGE-TRADED FD | 4.39% | $13.8M | 300,170 | $46.01 | $45.89 | +$7.9M |
V VGK | VANGUARD INTL EQUITY INDEX F | 4.27% | $13.4M | 172,802 | $59.12 | $77.50 | +$1.3M |
| ALPHABET INC | 3.94% | $12.4M | 70,120 | $66.25 | $176.23 | +$1.6M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more