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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.52B
$1.54 Billion 0.53% of portfolio
10,867
Q3 2025 Reduced 0.6%
$522B
$1.54 Billion 0.53% of portfolio
8,314
Q3 2025 Reduced 6.56%
Simplify Exchange Traded Fun
-
$1.54 Billion 0.53% of portfolio
-
Q3 2025 Reduced 7.13%
$268B
$1.5 Billion 0.52% of portfolio
8,994
Q3 2025 Reduced 24.21%
$266B
$1.5 Billion 0.52% of portfolio
5,313
Q3 2025 Added 44.22%
$303B
$1.46 Billion 0.5% of portfolio
9,374
Q3 2025 Reduced 35.19%
$84B
$1.35 Billion 0.47% of portfolio
7,038
Q3 2025 Reduced 11.39%
$0
$1.36 Billion 0.47% of portfolio
6,304
Q3 2025 Reduced 0.79%
$96.4B
$1.35 Billion 0.47% of portfolio
10,933
Q3 2025 Added 11.58%
$0
$1.34 Billion 0.46% of portfolio
17,122
Q3 2025 Reduced 26.36%
$23.3B
$1.29 Billion 0.44% of portfolio
48,900
Q3 2025 Added 114.0%
$8.02B
$1.28 Billion 0.44% of portfolio
12,638
Q3 2025 Added 16.39%
$0
$1.17 Billion 0.4% of portfolio
8,311
Q3 2025 Reduced 2.45%
$190B
$1.15 Billion 0.4% of portfolio
11,317
Q3 2025 Reduced 0.79%
$0
$1.17 Billion 0.4% of portfolio
2,445
Q3 2025 Added 11.39%
$413B
$1.14 Billion 0.39% of portfolio
22,111
Q3 2025 Added 10.95%
$172B
$1.08 Billion 0.37% of portfolio
24,671
Q3 2025 Added 0.71%
$183B
$1.05 Billion 0.36% of portfolio
3,737
Q2 2025 Added 12.32%
$197B
$1.02 Billion 0.35% of portfolio
4,984
Q2 2025 Reduced 17.4%
$169B
$980 Million 0.34% of portfolio
1,065
Q3 2025 Added 5.55%
$0
$992 Million 0.34% of portfolio
110,500
Q3 2025 Added 7.8%
$16.1B
$952 Million 0.33% of portfolio
7,850
Q2 2025 Added 23.62%
$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%
$22.8B
$938 Million 0.32% of portfolio
10,000
Q2 2025 Added 2.68%
$319B
$939 Million 0.32% of portfolio
13,723
Q3 2025 Reduced 2.64%
$123B
$925 Million 0.32% of portfolio
1,852
Q3 2025 Added 26.42%
$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%
$114B
$894 Million 0.31% of portfolio
4,144
Q3 2025 Added 1.84%
$32.7B
$861 Million 0.3% of portfolio
5,710
Q3 2025 Added 4.67%
$0
$861 Million 0.3% of portfolio
29,063
Q3 2025 Reduced 0.27%
$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%
$224B
$785 Million 0.27% of portfolio
2,582
Q3 2025 Added 10.72%
$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%
$132B
$740 Million 0.25% of portfolio
3,513
Q3 2025 Added 45.59%
$73.7B
$684 Million 0.24% of portfolio
8,135
Q3 2025 Added 0.25%
$13.6B
$680 Million 0.23% of portfolio
9,439
Q3 2025 Reduced 62.27%
$42.8B
$659 Million 0.23% of portfolio
2,200
Q4 2024 Added 10.0%
$72.3B
$678 Million 0.23% of portfolio
6,068
Q2 2025 Reduced 3.88%
$317B
$657 Million 0.23% of portfolio
7,834
Q3 2025 New
$270B
$666 Million 0.23% of portfolio
9,307
Q3 2024 Reduced 9.7%
$1.74T
$647 Million 0.22% of portfolio
2,657
Q3 2025 Added 0.04%
$3.83B
$610 Million 0.21% of portfolio
7,759
Q2 2025 Added 5.44%

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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