Safe Harbor Family Capital, LLC - Portfolio overview

Safe Harbor Family Capital, LLC has 55 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 24.07%
2. SUB - ISHARES TR, 19.27%
3. VCRB - VANGUARD MALVERN FDS, 11.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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