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Safe Harbor Family Capital, LLC

Q1 2026 13F Holdings

  • Location
    chapel hill, NC
  • Num holdings

    55

  • Value ($000)

    $127,823

  • Date Filed
    05/12/2026
  • Form type
    13F-HR
  • CIK
    0002065810
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$30.76M
24 %

95,896

S
SUB

ISHARES TR

SHRT NAT MUN ETF
464288158
$24.63M
19 %

231,281

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$15.15M
12 %

195,826

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$9.19M
7 %

62,073

V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$8.2M
6 %

74,735

E
ENFR

ALPS ETF TR

ALERIAN ENERGY
00162Q676
$5.69M
5 %

148,963

---

VANGUARD INSTL INDEX FD

0-3 MO TREAS BIL
922040845
$4.12M
3 %

54,457

V
VYMI

VANGUARD WHITEHALL FDS

INTL HIGH ETF
921946794
$4.05M
3 %

43,024

F
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
808524771
$4.05M
3 %

145,345

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VANGUARD WORLD FD

INF TECH ETF
92204A702
$1.78M
1 %

2,557

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