account_balance

Investment manager · 13F filer · SEC CIK 2052933

Financial Harvest, LLC

Reported value$213Mas of Sep 30, 2026
Positions63 5 new, 9 sold out
Top 10 weight83.5%DFAT alone is 18%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAT Dimensional ETF Trust 17.5% Added +4%
DUSB Dimensional ETF Trust 17.0% Trimmed −14%
DFAC Dimensional ETF Trust 16.1% Added +5%
DISV Dimensional ETF Trust 11.5% Added +6%
DFIC Dimensional ETF Trust 7.3% Added +8%
DFEM Dimensional ETF Trust 4.7% Added +8%
DFUV Dimensional ETF Trust 4.4% Held
DFLV Dimensional ETF Trust 2.0% Added +16%
AAPL Apple Inc. 1.5% Added +3%MSFT Microsoft Corp 1.5% Added +11%NVDA NVIDIA Corp 1.4% Added +15%
DFAX Dimensional ETF Trust 1.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • SCHO $374K
  • VOO $300K
  • XOM $243K
  • V $241K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • DUHP $17.7M
  • DFAR $8.38M
  • DXUV $5.85M
  • DFSV $351K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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