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Savvy Advisors Inc’s Harbor Long-Term Growers ETF WINN Stock Holding History

Savvy Advisors Inc’s Portfolio WINN Stock Details WINN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$231K Buy
8,337
+3
+0% +$89 0.01% 990
2025
Q4 		$259K Buy
+8,334
New +$261K 0.01% 839

Other funds holding WINN

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Auctus Advisors Charlotte, North Carolina $105M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Savvy Advisors Inc's WINN Position: Q1 2026 in Review

Savvy Advisors Inc increased its Harbor Long-Term Growers ETF (WINN) stake by 0.04% in Q1 2026, buying an estimated $89 and bringing the position to 8,337 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #990.

Savvy Advisors Inc first reported a position in WINN in Q4 2025 and has held it in 2 quarters since. The position peaked at $259K in Q4 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Savvy Advisors Inc held 8,337 shares of Harbor Long-Term Growers ETF worth $231K as of Q1 2026.
  • Savvy Advisors Inc bought 3 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $89.
  • Harbor Long-Term Growers ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #990 holding.
  • Savvy Advisors Inc first reported a position in Harbor Long-Term Growers ETF in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Harbor Long-Term Growers ETF position peaked at $259K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.