Loading…
CIK 0001806630 • 4 13F filings • Nov 6, 2025 – Aug 5, 2026
Import this data to Google Sheets with:
=jivedata("harpswell-capital-advisors-llc-0001806630-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $353K | 0.3%Prev: 0.2% | 10,200 SH | Increased+3,200 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $7.2M | 6.9% | 172,470 SH | New |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $5.8M | 5.5% | 132,100 SH | New |
| CLIPPER RLTY INC | COM | $72K | 0.1% | 18,900 SH | New |
| DNP SELECT INCOME FD INC | COM | $100K | 0.1% | 10,000 SH | New |
| EA SERIES TRUST | ALTRIUS GBL DIV | $443K | 0.4%Prev: 0.3% | 12,000 SH | Increased+2,000 SH |
| GLOBAL X FDS | S&P 500 CATHOLIC | $1.8M | 1.8%Prev: 1.1% | 22,772 SH | Increased+2,772 SH |
| GLOBAL X FDS | S&P EX US ETF | $720K | 0.7%Prev: 0.5% | 20,000 SH | Decreased |
| ISHARES TR | CORE S&P MCP ETF | $272K | 0.3%Prev: 0.1% | 4,174 SH | Increased+1,414 SH |
| ISHARES TR | CORE S&P500 ETF | $749K | 0.7% | 1,119 SH | New |
| ISHARES TR | CORE US AGGBD ET | $402K | 0.4%Prev: 7.0% | 4,010 SH | Decreased-106,153 SH |
| ISHARES TR | ESG AWR US AGRGT | $541K | 0.5%Prev: 0.3% | 11,268 SH | Increased+1,601 SH |
| ISHARES TR | MSCI INDIA ETF | $1.7M | 1.6% | 32,019 SH | New |
| ISHARES TR | SELECT DIVID ETF | $568K | 0.5%Prev: 0.6% | 4,000 SH | Decreased-2,000 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $243K | 0.2% | 5,546 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 HI | $704K | 0.7% | 16,000 SH | New |
| SPDR SERIES TRUST | S&P BIOTECH | $1.7M | 1.6% | 16,768 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.8M | 3.6%Prev: 9.4% | 50,536 SH | Decreased-148,075 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $471K | 0.4%Prev: 0.3% | 2,700 SH | Decreased+200 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $368K | 0.4%Prev: 0.4% | 4,030 SH | Decreased-2,950 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $418K | 0.4%Prev: 0.2% | 683 SH | Increased+177 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.1M | 1.0%Prev: 0.4% | 5,086 SH | Increased+2,450 SH |
| VANGUARD INDEX FDS | VALUE ETF | $937K | 0.9%Prev: 0.6% | 5,025 SH | Decreased+600 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.1M | 1.1%Prev: 1.4% | 15,604 SH | Decreased-10,996 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $3.8M | 3.7%Prev: 2.3% | 26,912 SH | Increased+3,537 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $5.5M | 5.3%Prev: 4.5% | 40,144 SH | Decreased-4,436 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.0M | 1.0%Prev: 0.7% | 17,474 SH | Decreased+1,440 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $931K | 0.9%Prev: 0.7% | 11,000 SH | Decreased |
| VANGUARD WORLD FD | ESG INTL STK ETF | $39.8M | 37.9%Prev: 30.2% | 573,800 SH | Decreased+2,275 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $15.7M | 14.9%Prev: 11.0% | 132,151 SH | Decreased+2,701 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $4.1M | 3.9%Prev: 0.5% | 60,389 SH | Increased+49,564 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $1.2M | 1.1%Prev: 1.2% | 8,537 SH | Decreased-3,144 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $201K | 0.2% | 500 SH | New |
| WISDOMTREE TR | US LARGECAP DIVD | $870K | 0.8%Prev: 0.6% | 10,000 SH | Decreased |
| XPLR INFRASTRUCTURE LP | COM UNIT PART IN | $134K | 0.1% | 13,170 SH | New |
| Q3 2025 |
| 13F-HR |
| 0001806630-25-000003 |
| $105.0M |
| View |
| Aug 5, 2026 | Q2 2026 | 13F-HR | 0001806630-26-000003 | $155.8M | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0001806630-26-000002 | $134.3M | View |