HARMONY ASSET MANAGEMENT LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 372,418
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 201 | 372,418 | 13F-HR | HARMONY ASSET MANAGEMENT LLC |
| Q1 2026 | 5/5/2026 | 195 | 327,246 | 13F-HR | HARMONY ASSET MANAGEMENT LLC |
| Q4 2025 | 2/6/2026 | 181 | 298,192 | 13F-HR | HARMONY ASSET MANAGEMENT LLC |
| Q3 2025 | 11/5/2025 | 170 | 290,344 | 13F-HR | HARMONY ASSET MANAGEMENT LLC |
| Q2 2025 | 8/14/2025 | 170 | 267,133 | 13F-HR | HARMONY ASSET MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 284.4 K | 76.4% | 30.83 K | 0 | 30.83 K |
| ETFs | 88.04 K | 23.6% | 15.23 K | 0 | 15.23 K |
| Debt | 0 | 0.0% | 0 | 883 | -883 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
372,418
Holdings
201
QoQ value change ($000)
45,172
(13.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.