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| Happy Holidays!! thanks for using AUM13F!! |
| Harmony Asset Management LLC
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| CRD # | 116069 |
| SEC # | 801-118731 |
| CIK # | 0002002815 |
| AUM | $393.6 M (2025-04-17) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 480-314-5967 |
| Address | 16220 N Scottsdale Road Scottsdale, AZ 85254 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 17.0 | ||
| Apple Inc | 14.3 | ||
| Microsoft Corp | 13.2 | ||
| Amazon Com Inc | 11.7 | ||
| Alphabet Inc | 8.7 | ||
| Lilly Eli & Co | 7.4 | ||
| VISA Inc | 7.1 | ||
| Uber Technologies Inc | 5.9 | ||
| Home Depot Inc | 5.3 | ||
| Oracle Corp | 4.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | SPIF LLC | 2022-03-01 | 1.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 42.9 |
| (b) Individuals (high net worth individuals) | 123 | 261.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 74.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 15.4 |
| (n) Other | 0 | 0.0 |
| Total | 528 | 393.6 |
| By Discretionary | ||
| Discretionary | 486 | 372.2 |
| Non-Discretionary | 42 | 21.4 |
| Total | 528 | 393.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 391.5 | |
| Total | 528 | 393.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002002815] |
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|---|---|---|
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Giverny Capital Advisors LLC
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NJ | 0.4 |
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SC | 0.4 |
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TX | 0.4 |
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Richmond Investment Services LLC
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WI | 0.4 |
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Financial Asset Management Corp
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Bridge City Capital LLC
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OR | 0.4 |
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Newton One Investments LLC
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DE | 0.4 |
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Pacific Ridge Capital Partners LLC
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OR | 0.4 |
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Planned Financial Services LLC
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OH | 0.4 |