Safe Harbor Fiduciary, LLC
All 13F Filings
- Location
- Pensacola, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 128,385
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 61 | 128,385 | 13F-HR | Safe Harbor Fiduciary, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 52.49 K | 40.9% | 9.219 K | 0 | 9.219 K |
| ETFs | 75.9 K | 59.1% | 14.16 K | 0 | 14.16 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
128,385
Holdings
61
QoQ value change ($000)
23,374
(22.3%)
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.