Harbor Group, Inc.
RIA/Wealth
Harbor Group, Inc. is a RIA/Wealth based in Bedford, NH led by Timothy Michael Riley, reporting $1.7B in AUM as of Q3 2025 with 96% ETF concentration, 61% concentrated in top 10 holdings, and minimal technology exposure.
CEOTimothy Michael Riley
- Portfolio Value
- $611.9M
- Positions
- 102
- Top Holding
- JCPB at 7.68%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Harbor Group, Inc.'s portfolio (60.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $47.0M | 7.68% | +$1.7M Bought | — 988.8K shares | |
ETF ETF | $46.7M | 7.63% | +$1.7M Bought | — 906.5K shares | |
ETF ETF | $46.7M | 7.63% | +$1.9M Bought | — 1.0M shares | |
ETF ETF | $44.4M | 7.26% | +$1.1M Bought | — 448.0K shares | |
ETF ETF | $41.0M | 6.69% | +$5.1M Bought | — 725.5K shares | |
ETF ETF | $36.0M | 5.88% | +$1.3M Bought | — 814.3K shares | |
ETF ETF | $35.3M | 5.77% | +$1.4M Bought | — 826.5K shares | |
ETF ETF | $26.4M | 4.32% | +$249.5K Bought | — 477.3K shares | |
ETF ETF | $25.0M | 4.08% | -$246.2K Sold | — 783.2K shares | |
ETF ETF | $24.2M | 3.96% | -$1.4M Sold | — 243.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Harbor Group, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-25.61% | |
-10.96% |
Analytics
Portfolio insights and performance metrics for Harbor Group, Inc.
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