Harbor Asset Planning
ALLW icon

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
Q3 		$2K Hold
70
– – ﹤0.01% 394
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 $468B AUM 17.69% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
Owl Creek Wealth Partners
Owl Creek Wealth Partners Denver, Colorado $355M AUM
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Harbor Asset Planning's ALLW Position: Q3 2026 in Review

Harbor Asset Planning held its State Street Bridgewater All Weather ETF (ALLW) position steady in Q3 2026 at 70 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Harbor Asset Planning first reported a position in ALLW in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.05K in Q2 2026. 92 funds tracked by Wall St. Rank hold ALLW as of Q3 2026.

  • Harbor Asset Planning held 70 shares of State Street Bridgewater All Weather ETF worth $2K as of Q3 2026.
  • Harbor Asset Planning left its State Street Bridgewater All Weather ETF share count unchanged in Q3 2026.
  • State Street Bridgewater All Weather ETF made up ﹤0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #394 holding.
  • Harbor Asset Planning first reported a position in State Street Bridgewater All Weather ETF in Q1 2026 and has held it in 3 quarters since.
  • Harbor Asset Planning's State Street Bridgewater All Weather ETF position peaked at $2.05K in Q2 2026.
  • 92 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.