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Financial Harvest - Q1 2026 13F Filings

FI

Financial Harvest, LLC

CIK: 0002052933
Address: Florida Winter Park 1091 West Morse Boulevard Suite 200
$169.81 M
Portfolio Value
57
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+4.83%
$169.81 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Financial Harvest Q1 2026 Filing Summary

Financial Harvest, LLC filed its 13F report for Q1 2026 on May 05, 2026. The portfolio totaled 169.81 M reflecting a +4.83% change from the prior quarter, spanning 57 assets. The top 10 holdings comprised 80.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 6 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Financial Harvest’s Q1 2026 Filing

Financial Harvest submitted their Form 13F-HR for the Q1 2026 period on 05/05/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Financial Harvest reported a managed portfolio value of 169.81 M, consisting of 57 individual positions.

This page displays the raw filing documents. To see which stocks Financial Harvest bought or sold during Q1 2026, please visit Financial Harvest's Portfolio Analysis page.