Harvest Investment Advisors, LLC current holdings: USA ETF
Harvest Investment Advisors, LLC reported $0.10 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 8 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are QQQ, EFA, IWM.
- QQQ: Country of operation —; Class ETF; Shares 56,057; Value $41,280,579.
- EFA: Country of operation —; Class ETF; Shares 137,673; Value $14,301,469.
- IWM: Country of operation —; Class ETF; Shares 44,377; Value $13,333,169.
- ONEQ: Country of operation —; Class ETF; Shares 90,374; Value $9,328,404.
Form 13F-HR as filed (SEC CIK 1967261): quarter ended 2026-06-30, filed 2026-08-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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