Financial Harvest, LLC

Q4 2025 13F Holdings

  • Location
    winter park, FL
  • Num holdings

    62

  • Value ($000)

    $161,982

  • Date Filed
    02/10/2026
  • Form type
    13F-HR
  • CIK
    0002052933
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
$29.02M
18 %

487,424

DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$25.43M
16 %

642,432

DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
$18.36M
11 %

483,093

DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
$13.49M
8 %

354,765

DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$11.95M
7 %

346,774

DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
$8.39M
5 %

180,042

DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$6.97M
4 %

210,609

DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
$6.18M
4 %

269,637

---

DIMENSIONAL ETF TRUST

DIMENSIONAL US
$3.73M
2 %

62,461

DUSB

DIMENSIONAL ETF TRUST

ULTRASHORT FIXED
$2.75M
2 %

54,235

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