You're signed outSign in or to get full access.
Harmony Asset Management LLC
Harmony Asset Management LLC is a fee-based fiduciary investment adviser headquartered in Scottsdale, Arizona, United States. Founded in 2006, the firm employs 9 professionals and serves high net-worth individuals, small institutions, and nonprofit mission-based organizations. Harmony emphasizes high-touch communication, customized portfolio management, and objectivity, and is led by a former #1 ranked mutual fund manager with a team boasting over 265 years of collective experience. The firm is recognized among the fastest-growing fee-only RIAs and serves clientele primarily in the United States, managing assets for individuals, high net worth clients, and nonprofits.
Investment Strategy
Harmony Asset Management employs a high-touch, fee-only fiduciary approach focused on communication, customization, and objectivity. Investment portfolios are tailored to each client's needs, balancing risk and sustainability, particularly for high net-worth individuals and nonprofits. The firm's philosophy emphasizes safeguarding assets, strategic allocation among major public equities, and diligent risk management. Harmony prioritizes service, client trust, and delivering consistent, long-term results over rapid or speculative gains. The team integrates deep market experience and a consultative style to anticipate and meet client needs before being asked.
Latest 13F Filing Activity
Harmony Asset Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 170 equity positions with a total 13F market value of $267M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Palo Alto Networks Inc. among other positions. Harmony Asset Management LLC reduced exposure to TD Synnex Corporation, Synopsys Inc., Kinder Morgan Inc. Del among others.
Top Holdings
Equity Positions (170)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.36% | $17.0M | 107,599 | $52.29 | $157.99 | +$4.8M |
A AAPL | APPLE INC | 5.35% | $14.3M | 69,667 | $194.40 | $205.17 | -$1.4M |
M MSFT | MICROSOFT CORP | 4.95% | $13.2M | 26,575 | $386.74 | $497.41 | +$3.3M |
A AMZN | AMAZON COM INC | 4.39% | $11.7M | 53,486 | $158.77 | $219.39 | +$1.7M |
| ALPHABET INC | 3.26% | $8.7M | 49,489 | $142.84 | $176.23 | +$1.0M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more