Financial Harvest, LLC
CIK: 0002052933SEC EDGAR →
Portfolio Value
$162.0M
Holdings
62
As of
Q4 2025
New Positions
5
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 487,424 | $29.0M | 17.92% |
| 2 | DIMENSIONAL ETF TRUST | 642,432 | $25.4M | 15.70% |
| 3 | DIMENSIONAL ETF TRUST | 483,093 | $18.4M | 11.33% |
| 4 | DIMENSIONAL ETF TRUST | 354,765 | $13.5M | 8.33% |
| 5 | DIMENSIONAL ETF TRUST | 346,774 | $11.9M | 7.38% |
| 6 | DIMENSIONAL ETF TRUST | 180,042 | $8.4M | 5.18% |
| 7 | DIMENSIONAL ETF TRUST | 210,609 | $7.0M | 4.30% |
| 8 | DIMENSIONAL ETF TRUST | 269,637 | $6.2M | 3.81% |
| 9 | DIMENSIONAL ETF TRUST | 62,461 | $3.7M | 2.30% |
| 10 | DIMENSIONAL ETF TRUST | 54,235 | $2.7M | 1.70% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $143.2M | 88.4% |
| Technology | 7 | $7.7M | 4.8% |
| Consumer Defensive | 3 | $2.4M | 1.5% |
| Consumer Cyclical | 4 | $2.0M | 1.2% |
| Communication Services | 4 | $2.0M | 1.2% |
| Unknown | 2 | $1.7M | 1.0% |
| Industrials | 2 | $1.4M | 0.9% |
| Healthcare | 3 | $1.3M | 0.8% |
| Utilities | 1 | $294K | 0.2% |