Safe Harbor Wealth Advisors, LLC - Portfolio overview

Safe Harbor Wealth Advisors, LLC has 96 reported holdings in this dataset, with the latest filing dated 2026-02-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FEBT - AIM ETF PRODUCTS TRUST, 10.81%
2. SEPU - AIM ETF PRODUCTS TRUST, 10.48%
3. DDTL - INNOVATOR ETFS TRUST, 7.77%

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

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