Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Harvest, LLC (CIK 2052933) reported $169.8M across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAT ($31.7M, 18.67%), DFAC ($26.5M, 15.59%), DISV ($19.7M, 11.62%), DUHP ($14.2M, 8.36%), DFIC ($12.8M, 7.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | $31.7M | 18.67% | 507,634 | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $26.5M | 15.59% | 681,131 | Added |
| 3 | DISV | DIMENSIONAL ETF TRUST | $19.7M | 11.62% | 500,358 | Added |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $14.2M | 8.36% | 386,120 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $12.8M | 7.54% | 360,566 | Added |
| 6 | DFUV | DIMENSIONAL ETF TRUST | $8.5M | 4.99% | 174,932 | Trimmed |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $7.6M | 4.49% | 220,589 | Added |
| 8 | DFAR | DIMENSIONAL ETF TRUST | $7.0M | 4.10% | 294,265 | Added |
| 9 | DXUV | DIMENSIONAL ETF TRUST | $4.4M | 2.59% | 74,011 | Added |
| 10 | DUSB | DIMENSIONAL ETF TRUST | $3.8M | 2.22% | 74,218 | Added |
| 11 | DFLV | DIMENSIONAL ETF TRUST | $2.7M | 1.61% | 76,600 | Added |
| 12 | AAPL | APPLE INC | $2.3M | 1.35% | 9,024 | Trimmed |
| 13 | DFAX | DIMENSIONAL ETF TRUST | $2.0M | 1.19% | 59,629 | Trimmed |
| 14 | SHY | ISHARES TR | $1.9M | 1.12% | 23,088 | Added |
| 15 | KO | COCA COLA CO | $1.8M | 1.09% | 24,229 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $1.8M | 1.08% | 4,964 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $1.8M | 1.06% | 10,294 | Trimmed |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.2M | 0.73% | 2,592 | Trimmed |
| 19 | DGS | WISDOMTREE TR | $1.2M | 0.71% | 20,137 | Added |
| 20 | LMT | LOCKHEED MARTIN CORP | $1.2M | 0.69% | 1,950 | Trimmed |
| 21 | ISHG | ISHARES TR | $1.1M | 0.67% | 15,340 | Added |
| 22 | DFUS | DIMENSIONAL ETF TRUST | $992,244 | 0.58% | 13,993 | Hold |
| 23 | AFL | AFLAC INC | $889,309 | 0.52% | 8,106 | Trimmed |
| 24 | MRK | MERCK & CO INC | $861,002 | 0.51% | 7,158 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $759,144 | 0.45% | 3,645 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31