Safe Harbor Fiduciary, LLC
All 13F Filings
- Location
- Pensacola, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 105,011
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 56 | 105,011 | 13F-HR | Safe Harbor Fiduciary, LLC |
| Q4 2025 | 2/17/2026 | 231 | 113,176 | 13F-HR | Safe Harbor Fiduciary, LLC |
| Q2 2025 | 8/13/2025 | 233 | 106,625 | 13F-HR | Safe Harbor Fiduciary, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.27 K | 41.2% | 0 | 57.38 K | -57.38 K |
| ETFs | 61.74 K | 58.8% | 49.21 K | 0 | 49.21 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
105,011
Holdings
56
QoQ value change ($000)
-8,165
(-7.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.