HAP
ALLW

Harbor Asset Planning’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Harbor Asset Planning’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05K Hold
70
– – ﹤0.01% 390
2026
Q1 		$2.02K Buy
+70
New +$2.03K ﹤0.01% 394

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Harbor Asset Planning's ALLW Position: Q2 2026 in Review

Harbor Asset Planning held its State Street Bridgewater All Weather ETF (ALLW) position steady in Q2 2026 at 70 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Harbor Asset Planning first reported a position in ALLW in Q1 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Harbor Asset Planning held 70 shares of State Street Bridgewater All Weather ETF worth $2.05K as of Q2 2026.
  • Harbor Asset Planning left its State Street Bridgewater All Weather ETF share count unchanged in Q2 2026.
  • State Street Bridgewater All Weather ETF made up ﹤0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #390 holding.
  • Harbor Asset Planning first reported a position in State Street Bridgewater All Weather ETF in Q1 2026 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.