Financial Harvest, LLC

Q2 2026 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$241,876
Net value change ($000)
+72,070 (42.4%)
New positions
10
Sold out positions
0
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DUSB 38,455 1021.7%
DFAC 6,150 23.2%
DFAT 5,909 18.6%
DUHP 3,519 24.8%
DFEM 1,918 25.2%
DISV 1,578 8.0%
DXUV 1,456 33.1%
DFAR 1,423 20.4%
DFIC 1,369 10.7%
DFUV 1,049 12.4%
Top Reduces (Value $000, Stocks/ETFs)
FDL -19 -4.1%
DIS -18 -6.6%
STIP -9 -1.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type