§ 13F · FUND PROFILE
Financial Harvest, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148M (13F)Positions · 58Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$204K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | 508K | $32M | 18.7% | +4% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 681K | $26M | 15.6% | +6% |
| 3 | DISV | DIMENSIONAL ETF TRUST | 500K | $20M | 11.6% | +4% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 386K | $14M | 8.4% | +9% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 361K | $13M | 7.5% | +4% |
| 6 | DFUV | DIMENSIONAL ETF TRUST | 175K | $8M | 5.0% | −3% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 221K | $8M | 4.5% | +5% |
| 8 | DFAR | DIMENSIONAL ETF TRUST | 294K | $7M | 4.1% | +9% |
| 9 | DXUV | DIMENSIONAL ETF TRUST | 74K | $4M | 2.6% | +18% |
| 10 | DUSB | DIMENSIONAL ETF TRUST | 74K | $4M | 2.2% | +37% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Harvest, LLC is a Other fund managing $148 million in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed