HARMONY ASSET MANAGEMENT LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 327,246
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 253.6 K | 77.5% | 0 | 14.76 K | -14.76 K |
| ETFs | 72.81 K | 22.2% | 43.82 K | 0 | 43.82 K |
| Debt | 883 | 0.3% | 0 | 15 | -15 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
327,246
Holdings
195
QoQ value change ($000)
29,054
(9.7%)
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.