Good Harbor Advisors, Inc. Portfolio Stock Holdings

Good Harbor Advisors, Inc. disclosed 87 stock positions valued at approximately $102.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD MALVERN FDS, ISHARES TR, and SCHWAB STRATEGIC TR. The filing reflects positions held as of June 30, 2026 and was filed on July 17, 2026.

Report Period
June 30, 2026
No. of Stocks
87
Portfolio Value
$102.2M
Holdings by Sector
Good Harbor Advisors, Inc. Portfolio Holdings in Q2 2026

85 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD MALVERN FDSVTIPOther7.62%155,086+8,700+5.94%$7,790,126
ISHARES TRIVLUOther6.68%163,229+120+0.07%$6,826,396
SCHWAB STRATEGIC TRSCHDOther5.13%165,374+6,468+4.07%$5,244,036
DIMENSIONAL ETF TRUSTDISVOther4.54%115,777-1,172-1.00%$4,646,213
INVESCO EXCH TRADED FD TR IIVRPOther4.42%185,996+6,799+3.79%$4,521,600
VANGUARD BD INDEX FDSBSVOther3.90%51,117+3,246+6.78%$3,982,653
VANGUARD STAR FDSVXUSOther3.68%44,057-333-0.75%$3,766,436
VANGUARD SPECIALIZED FUNDSVIGOther3.66%15,828-93-0.58%$3,745,223
WISDOMTREE TRDEMOther3.54%67,232+6,445+10.60%$3,616,469
ISHARES TRIGROOther3.38%39,342+1,297+3.41%$3,459,342
SPDR SERIES TRUSTSDYOther3.22%21,657+4,334+25.02%$3,295,760
ISHARES INCEEMVOther2.76%37,491+1,371+3.80%$2,822,476
VANGUARD INDEX FDSVTIOther2.64%7,283-436-5.65%$2,695,637
PFIZER INCPFEHealthcare2.05%86,952-770-0.88%$2,093,834
SPDR SERIES TRUSTTIPXOther1.89%101,987--$1,930,653
VANGUARD SCOTTSDALE FDSVCSHOther1.68%21,781+3+0.01%$1,721,494
APPLE INCAAPLTechnology1.49%5,270-821-13.48%$1,525,260
INVESCO QQQ TRQQQOther1.45%2,016-51-2.47%$1,486,037
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.37%2,809+9+0.32%$1,405,599
CLOROX CO DELCLXConsumer Defensive1.30%13,940+8,217+143.58%$1,330,435
VANGUARD INDEX FDSVTVOther1.28%5,993+135+2.30%$1,306,259
ISHARES TRSTIPOther1.11%11,114+16+0.14%$1,135,559
BECTON DICKINSON & COBDXHealthcare0.99%6,719+2+0.03%$1,016,832
MICROSOFT CORPMSFTTechnology0.98%2,691-169-5.91%$1,003,973
DIMENSIONAL ETF TRUSTDFATOther0.93%13,561+96+0.71%$947,914
VANGUARD WHITEHALL FDSVIGIOther0.91%9,918+1,713+20.88%$926,197
DIMENSIONAL ETF TRUSTDFEVOther0.87%20,865-228-1.08%$890,250
JPMORGAN CHASE & COJPMFinancial Services0.78%2,423-252-9.42%$793,272
SCHWAB STRATEGIC TRSCHYOther0.75%24,058+24,058+100.00%$763,361
ABBVIE INCABBVHealthcare0.73%2,976+4+0.13%$748,983
EXXON MOBIL CORPXOMEnergy0.73%5,454+1,583+40.89%$745,672
ABBOTT LABORATORIESABTHealthcare0.71%7,965+16+0.20%$722,744
CAPITAL GROUP GBL GROWTH EQTCGGOOther0.69%16,563-1,150-6.49%$701,151
ISHARES TRIGSBOther0.69%13,363+25+0.19%$700,364
MERCK & CO INCMRKHealthcare0.67%5,318+3,620+213.19%$683,364
HOME DEPOT INCHDConsumer Cyclical0.67%1,937-182-8.59%$683,140
FRANKLIN TEMPLETON ETF TRFLMIOther0.66%26,650--$670,781
JOHNSON & JOHNSONJNJHealthcare0.64%2,595-28-1.07%$659,226
ISHARES TRIVWOther0.64%4,790-30-0.62%$659,191
NEXTERA ENERGY INCNEEUtilities0.64%7,468-288-3.71%$655,466
SOUTHERN COSOUtilities0.63%6,740+134+2.03%$645,165
NVIDIA CORPORATIONNVDATechnology0.62%3,193+490+18.13%$638,888
RTX CORPORATIONRTXIndustrials0.56%3,023-616-16.93%$573,553
ELEVANCE HEALTH INC FORMERLYELVHealthcare0.56%1,481+4+0.27%$572,747
UNION PAC CORPUNPIndustrials0.54%2,043--$555,707
THE CIGNA GROUPCIHealthcare0.53%1,983+1,983+100.00%$546,673
VANGUARD INDEX FDSVOOther0.52%6,630+4,955+295.82%$534,179
ISHARES TRIXUSOther0.50%5,387--$514,135
CAPITAL ONE FINL CORPCOFFinancial Services0.50%2,530+14+0.56%$507,570
ALPHABET INCGOOGCommunication Services0.48%1,394-37-2.59%$492,716
GE AEROSPACEGEIndustrials0.48%1,306+59+4.73%$488,093
ISHARES TRIUSVOther0.46%4,241--$467,146
QUALCOMM INCQCOMTechnology0.46%2,527-299-10.58%$466,965
CISCO SYS INCCSCOTechnology0.45%3,912-110-2.73%$459,503
CHEVRON CORPORATIONCVXEnergy0.45%2,754-455-14.18%$456,663
VERIZON COMMUNICATIONS INCVZCommunication Services0.44%10,622--$449,777
HERSHEY COHSYConsumer Defensive0.41%2,400+2,400+100.00%$421,080
ISHARES TRIJROther0.38%2,615--$387,904
ISHARES TRIXJOther0.37%3,833+6+0.16%$377,142
CHUBB LIMITEDCBFinancial Services0.36%1,083-176-13.98%$369,022
ISHARES TRDVYOther0.35%2,319--$362,461
ISHARES TRIWFOther0.35%2,902+2,164+293.22%$360,342
INVESCO EXCH TRADED FD TR IISPLVOther0.35%4,799--$359,445
ISHARES TRILCGOther0.34%3,000--$351,060
FIDELITY COVINGTON TRUSTFHLCOther0.34%4,538--$350,598
BANK OF AMER CORPBACFinancial Services0.34%6,120+298+5.12%$348,814
PNC FINL SVCS GROUP INCPNCFinancial Services0.31%1,301+31+2.44%$320,333
ILLINOIS TOOL WKS INCITWIndustrials0.28%1,052+242+29.88%$284,535
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.28%591+591+100.00%$282,244
AMAZON COM INCAMZNConsumer Cyclical0.27%1,167+255+27.96%$278,143
VANGUARD INTL EQUITY INDEX FVWOOther0.27%4,612--$275,291
ANALOG DEVICES INCADITechnology0.25%647+14+2.21%$256,969
BLACKROCK INCBLKOther0.24%252--$242,313
AMERICAN EXPRESS COAXPFinancial Services0.23%696+12+1.75%$235,492
ELI LILLY & COLLYHealthcare0.23%192+192+100.00%$230,290
VANGUARD CALIF TAX FREE FDSVTECOther0.22%2,260+9+0.40%$227,363
BRISTOL-MYERS SQUIBB COBMYHealthcare0.22%3,922-789-16.75%$225,985
ISHARES TRICFOther0.22%3,307--$223,652
CAPITAL GRP FIXED INCM ETF TCGMUOther0.21%8,000--$219,760
DANAHER CORP DELDHRHealthcare0.21%1,129+1,129+100.00%$215,052
PEPSICO INCPEPConsumer Defensive0.21%1,551--$210,029
DUKE ENERGY CORP NEWDUKUtilities0.20%1,655--$209,489
LOCKHEED MARTIN CORPLMTIndustrials0.20%409+3+0.74%$208,369
COHEN & STEERS QUALITY INCOMRQIFinancial Services0.16%13,175--$162,185
AMBEV SAABEVConsumer Defensive0.11%35,528-1,768-4.74%$111,558