account_balance
Investment manager · 13F filer · SEC CIK 2066604
SmartHarvest Portfolios, LLC
Reported value$258Mas of Sep 30, 2026
Positions370 29 new, 120 sold out
Top 10 weight33.6%NVDA alone is 7%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
7.3%Trimmed −19%
AAPLApple Inc
7.0%Trimmed −8%
MSFTMicrosoft Corp
3.8%Trimmed −9%
AMZNAmazon Com Inc
3.2%Trimmed −9%
GOOGLAlphabet Inc
3.0%Trimmed −12%
ITOTiShares Tr
2.0%
METAMeta Platforms Inc
1.9%Trimmed −14%
AVGOBroadcom Inc
1.9%Trimmed −19%
GOOGAlphabet Inc
1.9%Trimmed −17%
MUMicron Technology Inc
1.7%Trimmed −5%
JPMJPMorgan Chase & Co
1.5%Trimmed −12%
TSLATesla Inc
1.5%Trimmed −21%
NVDANvidia Corporation
7.3%Trimmed −19%
AAPLApple Inc
7.0%Trimmed −8%
MSFT3.8%AMZN3.2%GOOGLAlphabet Inc
3.0%Trimmed −12%
ITOT2.0%
META1.9%AVGO1.9%GOOG1.9%MU1.7%JPM1.5%TSLA1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 7.3% Trimmed −19%AAPL Apple Inc 7.0% Trimmed −8%MSFT Microsoft Corp 3.8% Trimmed −9%AMZN Amazon Com Inc 3.2% Trimmed −9%GOOGL Alphabet Inc 3.0% Trimmed −12%
ITOT iShares Tr 2.0% Held
META Meta Platforms Inc 1.9% Trimmed −14%AVGO Broadcom Inc 1.9% Trimmed −19%GOOG Alphabet Inc 1.9% Trimmed −17%MU Micron Technology Inc 1.7% Trimmed −5%JPM JPMorgan Chase & Co 1.5% Trimmed −12%TSLA Tesla Inc 1.5% Trimmed −21%What changed