How to follow Harvard's endowment in your own brokerage account

I'm Chris, one of the co-founders of Autopilot. University endowments are the original long-term money, and Harvard's is the one everybody asks about. A small part of it is public. Here's which part, and what you can do with it.

One thing first, because we're an SEC-registered investment adviser and I have to say it. Autopilot is the app. The actual investment advice comes from Autopilot Advisers, LLC. If you want the full legal version of anything in here, it's on our disclaimer page.

What's public

Harvard Management Company runs the Harvard University endowment and files a quarterly Form 13F with the SEC. That filing covers reportable US-listed stock positions as of the quarter's end and posts publicly on EDGAR.

A 13F can be filed 45 or more days after the quarter closes. So the filing is old the day it posts, and your account follows it after that. Anyone offering you a fund's trades faster than the filing is not working from public information.

What the Portfolio follows

The Harvard Tracker is a Portfolio published by a Pilot, Gannon Breslin, and managed by Autopilot Advisers. Its description says it is sourced from Harvard Management Company's quarterly 13F filings and takes the fifteen largest reported holdings, rebalancing with each new filing so it stays aligned with the newest filing.

The honest limits

An endowment's 13F is a slice of it. The endowment also holds private equity, real assets, hedge fund allocations and bonds, and none of that is in the filing. So a Harvard tracker follows a public-stock sleeve, not the endowment's actual allocation, and it follows it one quarter behind.

Tracking versus following

Tracking means you read the positions somewhere. Plenty of sites parse the filing and put it in a table, and nothing happens in your account.

Following means the positions are held in the brokerage account you already have, and stay updated. You pick the Portfolio, connect your brokerage, and allocate money. You give Autopilot Advisers limited authority to send orders to the account you already have. When the Portfolio changes, we send them and your broker fills them. The money stays put.

What it costs

A flat cash subscription, not a percentage of your balance. Per our Form CRS dated February 2026, Basic Tier has no Base Advisory and Licensing Fee, and Premium Tier is $29.99 to $199.99 a quarter or $99.99 to $699.99 a year. Pilot subscriptions are separate and add on if you follow more than one Portfolio. Because it's a flat dollar amount, it's a bigger share of a small account than a big one, so do the math at your balance.

Frequently asked questions

Harvard endowment portfolio tracker app

Autopilot publishes a Harvard Tracker built from Harvard Management Company's quarterly 13F filings, held in the brokerage account you already have. It takes the fifteen largest reported holdings and rebalances with each new filing.

Harvard endowment portfolio tracker

The filings are public on EDGAR. The version in our app holds the disclosed positions in your own connected brokerage instead of showing you a table.

Is there an app that follows Harvard's endowment 13F in my brokerage?

Yes. Pick the Harvard Tracker, connect your brokerage, allocate money. When the Portfolio changes we send the orders and your broker fills them.

Harvard Management Company 13F tracker app

That's the source named in the Portfolio's description. Worth remembering that the filing is the public-stock part of the endowment, not the whole thing.

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Since Autopilot Advisers is an SEC-registered investment adviser, we have to put disclaimers on stuff like this. They're below, and the full version is on our disclaimer page.

Disclosures

© Autopilot Holdings Corporation 2026 — All rights reserved. “Autopilot” refers to Autopilot Holdings Corporation and its wholly-owned, and separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.

This information is provided by Autopilot for educational and illustrative purposes only and is not a recommendation, an offer to sell or the solicitation to buy any security. Autopilot relies on information from various sources believed to be reliable, including information from Clients, Pilots and other third parties, but cannot guarantee the accuracy or completeness of that information. Autopilot does not provide tax or legal advice and you are encouraged to consult with professionals before making investment decisions.

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Autopilot Advisers, LLC is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Additional information about Autopilot is available in our Form ADV Part 2A, available at adviserinfo.sec.gov or joinautopilot.com/adv.

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This content is provided for educational and informational purposes only. It does not constitute investment, legal, or tax advice and should not be relied upon as the basis for any investment decision. You should consult with qualified professionals regarding your specific circumstances.

Autopilot does not provide tax, legal, or accounting advice. You should consult with qualified tax and legal professionals regarding your specific circumstances.

Autopilot does not hold client assets. All investments are held at the brokerage firm you select and connect to Autopilot. Your brokerage firm is responsible for trade execution, custody, and reporting. Autopilot is not responsible for your broker-dealer’s services, fees, or execution quality.

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Client account holdings are designed to track the Portfolio you’ve selected, but your actual holdings and performance may differ from the Portfolio due to execution timing, market conditions, brokerage capacity constraints, fractional share availability, and other factors outside Autopilot’s control.

For Portfolios inspired by publicly disclosed trading activity, there may be a delay between when a Pilot executes a trade and when that trade becomes publicly available and is incorporated into the Portfolio. This timing delay may affect the suitability or performance of trades when executed in client accounts.

Harvard University and Harvard Management Company are not affiliated with Autopilot and have not endorsed it. The Harvard Tracker is published by Gannon Breslin, an independent Pilot, and managed by Autopilot Advisers, LLC from public Form 13F filings; Harvard Management Company does not manage this Portfolio and has no relationship with Autopilot or its clients. Fee amounts are quoted from Form CRS dated February 2026 and may change. References to disclosed positions describe public filings and are not a performance claim or a recommendation.