Financial Harvest
Financial Harvest reported 63 stocks worth $213M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are Dimensional U S Targeted (17.5%), DUSB (17.0%) and Dimensional ETF Trust (16.1%). Compared with Q2 2026, the fund opened new positions in SCHO, VOO and XOM, added to DISV, DFIC and DFEM, trimmed DUSB, DFUV and DFAX and sold out of HD, LRCX and VT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL U S TARGETED | $37.3M | 17.5% | 561K | +23K (+4%) | 7 of 8 | |
| 2 |  DUSB Dimensnl Ultrashrt Fixed | $36.2M | 17.0% | 717K | −114K (−14%) | 7 of 8 | |
| 3 | DIMENSIONAL ETF TRUST | $34.4M | 16.1% | 773K | +37K (+5%) | 7 of 8 | |
| 4 |  DISV Dimensional ETF Trust | $24.4M | 11.5% | 565K | +33K (+6%) | 7 of 8 | |
| 5 |  DFIC Dimensional Intern Core | $15.5M | 7.3% | 411K | +31K (+8%) | 7 of 8 | |
| 6 |  DFEM Dimensional ETF Trust | $10M | 4.7% | 253K | +18K (+8%) | 7 of 8 | |
| 7 |  DFUV Dimensional US Marketwide Value ETF | $9.4M | 4.4% | 171K | −2,303 (−1%) | 7 of 8 | |
| 8 |  DFLV Dimensional ETF Trust | $4.3M | 2.0% | 108K | +15K (+16%) | 6 of 8 | |
| 9 |  AAPL Apple Inc | $3.3M | 1.5% | 9,881 | +259 (+3%) | 7 of 8 | |
| 10 |  MSFT Microsoft Corp | $3.1M | 1.5% | 6,096 | +621 (+11%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $17.7M | 424K |
DIMENSIONAL US REAL | $8.4M | 320K |
DIMENSIONAL ETF TRUST | $5.8M | 88K |
DIMENSIONAL ETF TRUST | $351K | 9,049 |
DIMENSIONAL ETF TRUST | $310K | 3,777 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Financial Harvest 13F FAQ
What does Financial Harvest own?
Financial Harvest reported 63 stocks worth $213M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are Dimensional U S Targeted (17.5%), DUSB (17.0%) and Dimensional ETF Trust (16.1%). The table above lists every position in the filing (the top 10 without an account).
What did Financial Harvest buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 32 added to, 20 trimmed and 9 sold out. New positions include SCHO, VOO and XOM. It sold all of HD, LRCX and VT.
When will Financial Harvest file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Financial Harvest's portfolio worth?
The Q3 2026 filing reports $213M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.