Arkolith/Funds/Harpswell Capital Advisors, LLC

Harpswell Capital Advisors, LLC

CIK 1806630
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

Harpswell Capital Advisors, LLC holds a concentrated book of 46 stocks worth $155.8M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Vanguard Mid-Cap ETF and trimmed Vanguard Esg Intl Stock ETF. Their largest long position is Vanguard Esg Intl Stock ETF at 30% of the equity book.

Opened
11
bought for the first time
Added to
10
already held, bought more
Trimmed
15
sold some, still holds it
Sold out
1
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
62%
Top 10 holdings
80%
Top 20 holdings
92%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
99%
Information Technology
0%
Financials
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Harpswell Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
ROYAL BANK OF CANADA45 / 46$44.4B
LPL Financial LLC45 / 46$39.2B
OSAIC HOLDINGS, INC.45 / 46$7.9B
MORGAN STANLEY44 / 46$171.6B
ENVESTNET ASSET MANAGEMENT INC44 / 46$48.8B
FIFTH THIRD BANCORP44 / 46$6.9B
Integrated Wealth Concepts LLC44 / 46$1.9B
HARBOUR INVESTMENTS, INC.44 / 46$838.2M

Ranked by how many of Harpswell Capital Advisors, LLC's top 46 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

46 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard World FD
ESG INTL STK ETF
$47.1M571.5K
30.2%
−0.3%
Reduced · −2K sh
2Vanguard World FD
ESG US STK ETF
$17.1M129.4K
11.0%
+0.7%
Added · +900 sh
3Vanguard BD Index FDS
TOTAL BND MRKT
$14.6M198.6K
9.4%
+7.0%
Added · +13K sh
4Ishares TR
CORE US AGGBD ET
$10.9M110.2K
7.0%
+5.9%
Added · +6K sh
5Vanguard Index FDS
MID CAP ETF
$7.1M88.2K
4.6%
New
New position
6Vanguard Intl Equity Index F
TT WRLD ST ETF
$7.0M44.6K
4.5%
+3.3%
Added · +1K sh
7Capital Group Dividend Value
SHS CREAT UNIT
$6.6M133.9K
4.2%
−4.0%
Reduced · −6K sh
8Vanguard BD Index FDS
VANGUARD ULTRA
$6.5M129.7K
4.1%
−0.6%
Reduced · −742 sh
9Capital Group Growth ETF
SHS CREAT UNIT
$4.6M96.8K
2.9%
−0.7%
Reduced · −665 sh
10Vanguard Intl Equity Index F
FTSE SMCAP ETF
$3.6M23.4K
2.3%
+29%
Added · +5K sh
11Guggenheim Strategic Opportu
COM SBI
$3.3M304.1K
2.1%
−7.2%
Reduced · −24K sh
12Vanguard BD Index FDS
SHORT TRM BOND
$2.3M29.2K
1.5%
+6.1%
Added · +2K sh
13Vanguard Intl Equity Index F
ALLWRLD EX US
$2.2M26.6K
1.4%
+18%
Added · +4K sh
14Ishares TR
CORE MSCI EAFE
$2.1M21.8K
1.3%
−0.1%
Reduced · −12 sh
15Vanguard World FD
MEGA CAP VAL ETF
$1.9M11.7K
1.2%
+10%
Added · +1K sh
16Global X FDS
S&P 500 CATHOLIC
$1.8M20.0K
1.1%
−12%
Reduced · −3K sh
17Vanguard Malvern FDS
CORE BD ETF
$1.4M18.1K
0.9%
New
New position
18Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.1M16.0K
0.7%
−0.3%
Reduced · −56 sh
19Vanguard Whitehall FDS
INTL HIGH ETF
$1.1M11.0K
0.7%
Held
20Vanguard Index FDS
VALUE ETF
$964K4.4K
0.6%
Held
21Wisdomtree TR
US LARGECAP DIVD
$963K10.0K
0.6%
Held
22Ishares TR
SELECT DIVID ETF
$938K6.0K
0.6%
Held
23Global X FDS
S&P EX US ETF
$794K20.0K
0.5%
Held
24SPDR Series Trust
ST STR SP500DIV
$763K16.0K
0.5%
Held
25Vanguard Index FDS
EXTEND MKT ETF
$727K3.0K
0.5%
Held
26Vanguard World FD
EXTENDED DUR
$704K10.8K
0.5%
−59%
Reduced · −16K sh
27Vanguard Index FDS
REAL ESTATE ETF
$673K7.0K
0.4%
+13%
Added · +825 sh
28Vanguard Index FDS
SM CP VAL ETF
$641K2.6K
0.4%
−57%
Reduced · −4K sh
29J P Morgan Exchange Traded F
ULTRA SHRT ETF
$627K12.4K
0.4%
−0.7%
Reduced · −89 sh
30Vanguard Intl Equity Index F
GLB EX US ETF
$604K13.5K
0.4%
+55%
Added · +5K sh
31Baillie Gifford ETF TR
LNG TRM GLBL GRW
$511K14.5K
0.3%
New
New position
32Vanguard Index FDS
MCAP VL IDXVIP
$494K2.5K
0.3%
−7.4%
Reduced · −200 sh
33Roundhill ETF Trust
S&P 500 NO ETF
$487K16.0K
0.3%
New
New position
34Ishares TR
ESG AWR US AGRGT
$458K9.7K
0.3%
Held
35Ea Series Trust
ALTRIUS GBL DIV
$425K10.0K
0.3%
Held
36Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$351K5.9K
0.2%
New
New position
37Vanguard Index FDS
S&P 500 ETF SHS
$348K506
0.2%
−2.9%
Reduced · −15 sh
38Capital Group GBL Growth Eqt
SHS CREAT UNIT
$322K7.6K
0.2%
New
New position
39Alphabet Inc
CAP STK CL C
$282K797
0.2%
New
New position
40Capital Group Dividend Growe
SHS ETF
$263K7.0K
0.2%
Held
41Ishares TR
MSCI USA MIN ETF
$241K2.5K
0.2%
−38%
Reduced · −2K sh
42Vanguard Whitehall FDS
INTL DVD ETF
$233K2.5K
0.1%
−44%
Reduced · −2K sh
43Apple Inc
COM
$224K775
0.1%
New
New position
44Ishares TR
CORE S&P MCP ETF
$213K2.8K
0.1%
New
New position
45Berkshire Hathaway Inc Del
CL B NEW
$213K425
0.1%
New
New position
46Core Laboratories Inc
COM
$136K11.7K
0.1%
New
New position
Showing all 46 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202646$155.8M13F-HR
Q1 2026Mar 31, 2026Apr 10, 202636$134.3M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202636$126.2M13F-HR
Q3 2025Sep 30, 2025Nov 6, 202535$104.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.