Harmony Asset Management LLC Portfolio Holdings

Harmony Asset Management LLC

  • $290 Billion
  • Q3 2025

Harmony Asset Management LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $290 Billion distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $20.2B, Apple Inc. with a value of $17.8B, Microsoft Corp with a value of $13.8B, Alphabet Inc. with a value of $12.1B, and Amazon Com Inc with a value of $11.9B.

Examining the 13F form we can see an increase of $23.2B in the current position value, from $267B to 290B.

Harmony Asset Management LLC is based out at Scottsdale, AZ

Below you can find more details about Harmony Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $290 Billion
Technology: $85.8 Billion
ETFs: $54.8 Billion
Financial Services: $36.3 Billion
Industrials: $26.5 Billion
Consumer Cyclical: $19.7 Billion
Communication Services: $19.6 Billion
Healthcare: $14.2 Billion
Energy: $9.69 Billion
Other: $7.96 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.24 Billion 1.46% of portfolio
135,762
Q3 2025 Added 1.13%
$0
$4.13 Billion 1.42% of portfolio
6,881
Q3 2025 Added 5.18%
$0
$3.67 Billion 1.26% of portfolio
5,513
Q3 2025 Added 3.71%
$0
$3.48 Billion 1.2% of portfolio
14,398
Q3 2025 Added 0.63%
$0
$2.09 Billion 0.72% of portfolio
10,688
Q3 2025 Added 13.77%
$0
$2.06 Billion 0.71% of portfolio
16,288
Q3 2025 Added 33.58%
$0
$2.02 Billion 0.7% of portfolio
16,028
Q3 2025 Added 15.87%
$0
$1.98 Billion 0.68% of portfolio
3,241
Q3 2025 Added 22.03%
$0
$1.96 Billion 0.67% of portfolio
16,999
Q3 2025 Added 23.44%
$0
$1.92 Billion 0.66% of portfolio
10,269
Q3 2025 Added 16.65%
$0
$1.93 Billion 0.66% of portfolio
24,595
Q3 2025 Reduced 0.02%
$0
$1.86 Billion 0.64% of portfolio
15,646
Q3 2025 Added 5.65%
$0
$1.87 Billion 0.64% of portfolio
12,836
Q3 2025 Added 25.95%
$0
$1.81 Billion 0.62% of portfolio
30,415
Q3 2025 Reduced 27.5%
$0
$1.56 Billion 0.54% of portfolio
26,096
Q3 2025 Added 19.5%
$0
$1.36 Billion 0.47% of portfolio
6,304
Q3 2025 Reduced 0.79%
$0
$1.17 Billion 0.4% of portfolio
8,311
Q3 2025 Reduced 2.45%
$0
$1.17 Billion 0.4% of portfolio
2,445
Q3 2025 Added 11.39%
$0
$946 Million 0.33% of portfolio
3,382
Q3 2025 Reduced 27.98%
$0
$961 Million 0.33% of portfolio
14,727
Q3 2025 Reduced 43.15%
$0
$934 Million 0.32% of portfolio
12,024
Q3 2025 Added 36.26%
$0
$904 Million 0.31% of portfolio
39,070
Q3 2025 New
$0
$892 Million 0.31% of portfolio
25,979
Q3 2025 Reduced 0.12%
$0
$855 Million 0.29% of portfolio
4,505
Q3 2025 Reduced 0.04%
$0
$806 Million 0.28% of portfolio
10,543
Q3 2025 Reduced 0.37%
$0
$825 Million 0.28% of portfolio
3,245
Q3 2025 Added 23.95%
$0
$816 Million 0.28% of portfolio
1,369
Q4 2024 Added 11.39%
$0
$780 Million 0.27% of portfolio
17,749
Q3 2025 Reduced 6.66%
$0
$790 Million 0.27% of portfolio
6,298
Q3 2025 Reduced 8.0%
$0
$621 Million 0.21% of portfolio
13,672
Q3 2025 Reduced 26.35%
$0
$555 Million 0.19% of portfolio
1,968
Q3 2025 Added 13.43%
$0
$552 Million 0.19% of portfolio
6,566
Q3 2025 Added 5.48%
$0
$521 Million 0.18% of portfolio
7,007
Q3 2025 Added 13.22%
$0
$532 Million 0.18% of portfolio
8,154
Q3 2025 Reduced 2.1%
$0
$516 Million 0.18% of portfolio
9,587
Q3 2025 Added 2.86%
$0
$505 Million 0.17% of portfolio
12,768
Q3 2025 Reduced 8.79%
$0
$477 Million 0.16% of portfolio
5,111
Q3 2025 Added 64.34%
$0
$450 Million 0.15% of portfolio
4,036
Q3 2025 Added 21.13%
$0
$377 Million 0.13% of portfolio
8,130
Q3 2025 Added 2.52%
$0
$387 Million 0.13% of portfolio
3,908
Q3 2025 Reduced 26.21%
$0
$359 Million 0.12% of portfolio
11,310
Q3 2025 New
$0
$361 Million 0.12% of portfolio
6,315
Q3 2025 Reduced 3.44%
$0
$305 Million 0.11% of portfolio
1,175
Q1 2025 Added 9.3%
$0
$323 Million 0.11% of portfolio
6,532
Q3 2025 Added 13.74%
$0
$276 Million 0.1% of portfolio
8,078
Q2 2025 New
$130B
$293 Million 0.1% of portfolio
824
Q3 2025 Added 4.97%
$0
$304 Million 0.1% of portfolio
1,973
Q2 2025 Reduced 5.46%
$0
$252 Million 0.09% of portfolio
9,231
Q1 2025 Reduced 8.8%
$0
$251 Million 0.09% of portfolio
2,120
Q3 2025 Reduced 10.55%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $290 Billion
  • Prior Value $267 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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