Financial Harvest, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $24.5B, Dimensional ETF Tr U S Core Eq with a value of $21.2B, Dimensional ETF Tr Dimensional with a value of $14.7B, Dimensional ETF Tr Dimensional with a value of $10.6B, and Dimensional ETF Tr Dimensional with a value of $10.2B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $121B to 134B.

Financial Harvest, LLC is based out at Winter Park, FL

Below you can find more details about Financial Harvest, LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $110 Billion
Technology: $5.8 Billion
Financial Services: $2.85 Billion
Industrials: $1.58 Billion
Consumer Defensive: $1.56 Billion
Consumer Cyclical: $1.38 Billion
Communication Services: $1.31 Billion
Healthcare: $725 Million
Other: $309 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $134 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 53 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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