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Christopher Corley

Harbour Wealth Management Group, Inc.

Assets Managed
$132.819M
Holdings
89
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
3.88%(2Q avg: 1.94%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Harbour Wealth Management Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Harbour Wealth Management Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 132.819M in assets, with a quarterly growth rate of 3.88% and a 2-quarter average growth rate of 1.94%. The portfolio is managed by Christopher Corley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PHYS
Sprott Physical Gold Trust
Recent Activity
Decreased -1.73%
10.36%
$13.747M
387,894 shares@ $35.44 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -7.45%
9.95%
$13.206M
149,800 shares@ $88.16 avg price
LQDH
Ishares Int Hedg Corp Bd Etf
Recent Activity
Increased 8.81%
7.27%
$9.645M
104,447 shares@ $92.35 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Increased 0.1%
4.24%
$5.627M
91,854 shares@ $61.27 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Increased 76.21%
4.13%
$5.474M
100,166 shares@ $54.66 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.78%
3.52%
$4.668M
7,177 shares@ $650.36 avg price
DON
Wisdomtree Us Midcap Dividen
Recent Activity
Increased 11.23%
3.28%
$4.355M
82,893 shares@ $52.54 avg price
RISR
Foliobe Altr In&in H Etf-usd
Recent Activity
Increased 15.61%
2.98%
$3.951M
109,093 shares@ $36.22 avg price
JSMD
Janus Small Mid Cap Gr Alp
Recent Activity
New Position
2.98%
$3.948M
49,759 shares@ $79.36 avg price
IVLU
Ishares Msci International V
Recent Activity
Decreased -1.34%
2.7%
$3.574M
90,077 shares@ $39.68 avg price

1-10 of 89