Harborfront Financial Group LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, Harborfront Financial Group LLC opened 132 positions, added to 7, reduced 4, sold out of 4 and left 0 unchanged. The largest increase in value was CGGR (+$1,495,575); the largest decrease was IYW (-$892,508).
- IYW: Country of operation —; Class U.S. TECH ETF; Shares 2025-12-31 6,561; Shares 2026-06-30 1,656.
- SMLF: Country of operation —; Class US SML CAP EQT; Shares 2025-12-31 4,066; Shares 2026-06-30 1,943.
- BALI: Country of operation —; Class ISHARES US LARG; Shares 2025-12-31 6,491; Shares 2026-06-30 5,456.
- HFGO: Country of operation —; Class LARGE CAP GRWT; Shares 2025-12-31 16,914; Shares 2026-06-30 16,181.
Two Form 13F-HR filings compared (SEC CIK 2110061): 2025-12-31 (filed 2026-02-17) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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