Safe Harbor Fiduciary, LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationpensacola, FL
- CIK0002036114
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
233 | $106.63M | SPY, NDQ, JEPI, AAPL | 13F-HR | Aug 12, 2025 | 000203611425000002 | ||
230 | $96.69M | SPY, NDQ, AAPL, OKE | 13F-HR | May 14, 2025 | 000186244325000005 | ||
198 | $98.12M | SPY, VTI, AAPL, ADME | 13F-HR | Feb 13, 2025 | 000203611425000001 | ||
212 | $106.72M | SPY, VTI, DRSK, AAPL | 13F-HR | Nov 14, 2024 | 000203611424000002 |