Financial Harvest, LLC
All 13F Filings
- Location
- Winter Park, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 169,806
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 57 | 169,806 | 13F-HR | Financial Harvest, LLC |
| Q4 2025 | 2/10/2026 | 62 | 161,982 | 13F-HR | Financial Harvest, LLC |
| Q3 2025 | 10/14/2025 | 58 | 148,418 | 13F-HR | Financial Harvest, LLC |
| Q2 2025 | 7/14/2025 | 55 | 133,778 | 13F-HR | Financial Harvest, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.85 K | 11.7% | 0 | 138.3 K | -138.3 K |
| ETFs | 150 K | 88.3% | 146.1 K | 0 | 146.1 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
169,806
Holdings
57
QoQ value change ($000)
7,824
(4.8%)
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.