DOSSIER · 13F-HR · Q1 2026

Financial Harvest, LLC

$170M in tracked AUM across 57 positions as of Q1 2026.

FH
CIK 0002052933 · last filed Mar 31, 2026
Total AUM
$170M
as of Q1 2026
Holdings
57
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Financial Harvest, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAT
DIMENSIONAL ETF TRUST
$32M508K18.7%
02
DFAC
DIMENSIONAL ETF TRUST
$26M681K15.6%
03
DISV
DIMENSIONAL ETF TRUST
$20M500K11.6%
04
DUHP
DIMENSIONAL ETF TRUST
$14M386K8.4%
05
DFIC
DIMENSIONAL ETF TRUST
$13M361K7.5%
06
DFUV
DIMENSIONAL ETF TRUST
$8M175K5.0%
07
DFEM
DIMENSIONAL ETF TRUST
$8M221K4.5%
08
DFAR
DIMENSIONAL ETF TRUST
$7M294K4.1%
09
DXUV
DIMENSIONAL ETF TRUST
$4M74K2.6%
10
DUSB
DIMENSIONAL ETF TRUST
$4M74K2.2%

Filing history

2026Q1Mar 31
$170M 4.8%
57 positionsView →
2025Q4Dec 31
$162M 9.1%
62 positionsView →
2025Q3Sep 30
$148M 10.9%
58 positionsView →
2025Q2Jun 30
$134M 10.3%
55 positionsLocked
2025Q1Mar 31
$121M 2.3%
52 positionsLocked
2024Q4Dec 31
$118M
53 positionsLocked