SEC 13F Intelligence

Managers / Q1 2026

Safe Harbor Fiduciary, LLC

CIK 0002036114 · 700 S. PALAFOX STREET, SUITE 300, PENSACOLA, FL, 32502 · 3343981589

Reported Value
$105M
Q1 2026
Positions
56
Filings on Record
6
2019–present window
Filed
May 15, 2026
original filing

Summary

Safe Harbor Fiduciary, LLC reported $105M in U.S.-listed holdings across 56 positions for Q1 2026.

Its largest position, State Street Spdr S P 500 Etf, represents 13.5% of the portfolio.

Compared with Q4 2025, the fund opened 1 new position and exited 174.

Portfolio Metrics

Turnover
+5.0%
vs prior filed quarter
Top-10 Concentration
+51.4%
share of reported value
Largest Position
+13.5%
State Street Spdr S P 500 Etf
New / Exited
1 / 174
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q3 ’24: $107MQ3 ’24Q4 ’24: $98MQ4 ’24Q1 ’25: $97MQ1 ’25Q2 ’25: $107MQ2 ’25Q4 ’25: $113MQ4 ’25Q1 ’26: $105MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 58.8%Common Stock: 37.3%Other: 3.4%Closed-End Fund: 0.5%
  • ETP · 58.8% · $62M
  • Common Stock · 37.3% · $39M
  • Other · 3.4% · $4M
  • Closed-End Fund · 0.5% · $560,763

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VTRSVIATRIS INCNEW+00+$0$0
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFADDED+8.1K8.3K+$402,976$410,176
SCHWAB US DIVIDEND EQUITY ETFADDED+12.7K15.2K+$397,024$465,078
ADPAUTOMATIC DATA PROCESSING INSOLD OUT5.7K0$1M$0
NEOS ETF TRUSTSOLD OUT7.4K0$399,210$0
IVTINVENTRUST PPTYS CORPSOLD OUT10.6K0$262,975$0
DYHTARGET CORPSOLD OUT2.2K0$210,749$0
SWKSTANLEY BLACK & DECKER INCSOLD OUT2.7K0$202,562$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

50 positions
#IssuerClass% PortfolioValueShares
1STATE STREET SPDR S&P 500 ETFCOM13.46%$14M21.7K
2NDQINVESCO QQQ TRUST SERIES Ihistory →COM7.39%$8M13.4K
3AAPLAPPLE INC COMhistory →COM5.58%$6M23.1K
4JPMORGAN EQUITY PREMIUM INCOME ETFCOM5.44%$6M100.8K
5ISHARES RUSSELL 2000 ETFCOM3.93%$4M16.7K
6PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFCOM3.80%$4M99.4K
7SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSCOM3.35%$4M9.0K
8IYFISHARES U.S. FINANCIALS ETFhistory →COM3.10%$3M27.7K
9ISHARES 0-3 MONTH TREASURY BOND ETFCOM2.70%$3M28.2K
10AMZNAMAZON COM INC COMhistory →COM2.59%$3M13.1K
11VUGVANGUARD GROWTH ETFhistory →COM2.36%$2M5.7K
12AWCAMERICAN WTR WKS CO INC NEW COMhistory →COM2.22%$2M17.1K
13MSFTMICROSOFT CORP COMhistory →COM2.15%$2M6.1K
14COASTAL COMPASS 100 ETFCOM2.07%$2M76.9K
15LHXL3HARRIS TECHNOLOGIES INC COMhistory →COM2.02%$2M6.1K
16VANGUARD REAL ESTATE ETFCOM2.00%$2M23.7K
17PROSHARES ULTRAPRO S&P500COM1.82%$2M19.7K
18STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETFCOM1.81%$2M11.7K
19CHVCHEVRON CORPORATION COMhistory →COM1.80%$2M9.1K
20PNCPNC FINL SVCS GROUP INC COMhistory →COM1.73%$2M8.7K
21TJXTJX COS INC NEW COMhistory →COM1.68%$2M11.0K
22LLYELI LILLY & CO COMhistory →COM1.63%$2M1.9K
23CSCOCISCO SYS INC COMhistory →COM1.61%$2M21.8K
24DUKDUKE ENERGY CORP NEW COM NEWhistory →COM1.57%$2M12.6K
25AMDADVANCED MICRO DEVICES INC COMhistory →COM1.51%$2M7.8K
26VANGUARD TOTAL INTERNATIONAL STOCK ETFCOM1.49%$2M20.3K
27BACBANK OF AMER CORP COMhistory →COM1.48%$2M32.0K
28CBOECBOE GLOBAL MKTS INC COMhistory →COM1.47%$2M5.5K
29SCHWSCHWAB CHARLES CORP COMhistory →COM1.41%$1M15.7K
30BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWhistory →COM1.34%$1M2.9K
31ABBVABBVIE INC COMhistory →COM1.34%$1M6.5K
32PANWPALO ALTO NETWORKS INC COMhistory →COM1.21%$1M7.9K
33GQ9SPDR GOLD SHAREShistory →COM1.12%$1M2.7K
34ISHARES U.S. AEROSPACE & DEFENSE ETFCOM0.96%$1M4.6K
35PROSHARES ULTRA S&P 500COM0.91%$950,59718.3K
36JPMJPMORGAN CHASE & CO COMCOM0.63%$658,3302.2K
37VDEVANGUARD ENERGY ETFCOM0.58%$609,7933.5K
38PDIPIMCO DYNAMIC INCOME FD SHSCOM0.53%$560,76332.8K
39STATE STREET SPDR S&P SEMICONDUCTOR ETFCOM0.48%$505,8121.6K
40VANGUARD TOTAL STOCK MARKET ETFCOM0.48%$503,6721.6K
41CATCATERPILLAR INC COMCOM0.47%$495,214699
42XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETFCOM0.46%$479,4774.3K
43SCHWAB US DIVIDEND EQUITY ETFCOM0.44%$465,07815.2K
44VANGUARD CONSUMER DISCRETIONARY ETFCOM0.42%$443,7611.2K
45INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFCOM0.39%$410,1768.3K
46FCXFREEPORT MCMORAN INC CL BCOM0.38%$403,2316.9K
47NVDANVIDIA CORPORATION COMCOM0.37%$391,3542.2K
48NICHOLAS GLOBAL EQUITY AND INCOME ETFCOM0.36%$380,72827.0K
49PROSHARES ULTRA QQQCOM0.35%$367,9526.0K
50KOCOCA COLA CO COMCOM0.26%$274,2363.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$105M56May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$113M231Feb 17, 202613F-HRchanges · EDGAR ↗
Q2 2025$107M233Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$97M230May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$98M198Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$107M212Nov 14, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.