Financial Harvest, LLC is an institution, managing $145.4M across 57 long positions as of Q3 2025 with 88% ETF concentration, 80% concentrated in top 10 holdings, and 19% allocation to DFAT.
Largest long holdings in Financial Harvest, LLC's portfolio (79.8% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $26.9M | 18.53% | +$519.4K Bought | — 462.8K shares | |
ETF ETF | $23.6M | 16.26% | +$771.6K Bought | — 612.9K shares | |
ETF ETF | $16.4M | 11.30% | +$447.4K Bought | — 460.6K shares | |
ETF ETF | $12.3M | 8.49% | +$1.1M Bought | — 327.0K shares | |
ETF ETF | $11.0M | 7.54% | +$247.5K Bought | — 334.4K shares | |
ETF ETF | $8.1M | 5.56% | -$207.8K Sold | — 181.0K shares | |
ETF ETF | $6.4M | 4.39% | +$230.6K Bought | — 198.9K shares | |
ETF ETF | $5.7M | 3.95% | +$406.7K Bought | — 240.6K shares | |
ETF ETF | $3.0M | 2.08% | +$423.9K Bought | — 59.6K shares | |
Consumer Electronics Technology | $2.5M | 1.69% | -$14.0K Sold | 0.00% 9.7K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in Financial Harvest, LLC's latest filing
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-28.35% | |
-23.83% | |
-19.34% |
Portfolio insights and performance metrics for Financial Harvest, LLC
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