Financial Harvest, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Financial Harvest, LLC held in its portfolio 62 assets valued at $161,981,567 (i.e. $161.98M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($29.02M), DIMENSIONAL ETF TRUST ($25.43M), and DIMENSIONAL ETF TRUST ($18.36M).
The chart below shows the top 10 valuable assets, and the table below shows the top 62 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Financial Harvest, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 487424 | 29021253 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 642432 | 25433895 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 483093 | 18357546 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 354765 | 13491694 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 346774 | 11949825 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 180042 | 8388162 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 210609 | 6966932 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 269637 | 6175011 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 62461 | 3733919 | DIMENSIONAL US |
| DIMENSIONAL ETF TRUST | 54235 | 2747003 | ULTRASHORT FIXED |
| APPLE INC | 9948 | 2704492 | COM |
| NVIDIA CORPORATION | 10873 | 2437284 | COM |
| DIMENSIONAL ETF TRUST | 63484 | 2171788 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 61998 | 2029195 | WORLD EX US CORE |
| ISHARES TR | 22487 | 1862364 | 1 3 YR TREAS BD |
| COCA COLA CO | 24609 | 1720408 | COM |
| MICROSOFT CORP | 3291 | 1591680 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2874 | 1444616 | CL B NEW |
| ISHARES TR | 14986 | 1127547 | 3YRTB ETF |
| WISDOMTREE TR | 19418 | 1111505 | EMG MKTS SMCAP |
| DIMENSIONAL ETF TRUST | 13993 | 1037861 | US EQUITY MARKET |
| LOCKHEED MARTIN CORP | 2010 | 972177 | COM |
| AMAZON COM INC | 4030 | 930205 | COM |
| AFLAC INC | 8406 | 926930 | COM |
| ALPHABET INC | 2472 | 773736 | CAP STK CL A |
| MERCK & CO INC | 7203 | 758159 | COM |
| VANGUARD INDEX FDS | 3086 | 645349 | EXTEND MKT ETF |
| ISHARES TR | 7758 | 601468 | EAFE SML CP ETF |
| DIMENSIONAL ETF TRUST | 12573 | 588416 | US CORE EQT MKT |
| TESLA INC | 1223 | 550008 | COM |
| META PLATFORMS INC | 810 | 534740 | CL A |
| AUTOMATIC DATA PROCESSING IN | 1862 | 478962 | COM |
| ISHARES TR | 4637 | 474781 | 0-5 YR TIPS ETF |
| WALMART INC | 4233 | 471551 | COM |
| DIMENSIONAL ETF TRUST | 8831 | 440667 | INTERNATNAL VAL |
| FIRST TR EXCHANGE-TRADED FD | 9063 | 401853 | SHS |
| DISNEY WALT CO | 3085 | 350992 | COM |
| DIMENSIONAL ETF TRUST | 10729 | 349444 | EMGR CRE EQT MNG |
| ISHARES TR | 1319 | 324685 | RUSSELL 2000 ETF |
| INTERNATIONAL BUSINESS MACHS | 1053 | 311778 | COM |
| ALPHABET INC | 974 | 305644 | CAP STK CL C |
| JPMORGAN CHASE & CO. | 940 | 302970 | COM |
| DIMENSIONAL ETF TRUST | 7909 | 301412 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 9049 | 297622 | US SMALL CAP VAL |
| SOUTHERN CO | 3378 | 294562 | COM |
| VISA INC | 835 | 292843 | COM CL A |
| DIMENSIONAL ETF TRUST | 3777 | 278101 | US CORE EQUITY 1 |
| BANK AMERICA CORP | 5050 | 277767 | COM |
| HOME DEPOT INC | 786 | 270433 | COM |
| ISHARES TR | 391 | 267720 | CORE S&P500 ETF |
| ABBVIE INC | 1154 | 263677 | COM |
| JOHNSON & JOHNSON | 1164 | 240950 | COM |
| MCDONALDS CORP | 782 | 239115 | COM |
| BROADCOM INC | 687 | 237918 | COM |
| ADVANCED MICRO DEVICES INC | 1058 | 226581 | COM |
| INVESCO QQQ TR | 362 | 222380 | UNIT SER 1 |
| WISDOMTREE TR | 2744 | 222299 | INTL SMCAP DIV |
| INTEL CORP | 5966 | 220157 | COM |
| PROCTER AND GAMBLE CO | 1494 | 214138 | COM |
| VANGUARD INTL EQUITY INDEX F | 1510 | 213001 | TT WRLD ST ETF |
| DIMENSIONAL ETF TRUST | 5998 | 202373 | EMERGING MKTS VA |
| VANGUARD INDEX FDS | 410 | 200023 | GROWTH ETF |
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