Safe Harbor Fiduciary, LLC - Portfolio overview

Safe Harbor Fiduciary, LLC has 242 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPY - STATE STREET SPDR S&P 500 ETF, 9.88%
2. QQQ - INVESCO QQQ TRUST SERIES I, 5.43%
3. AAPL - APPLE INC COM, 4.10%

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

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