SEC Form 13F · Q1 2026

Safe Harbor Fiduciary, LLC

Institutional Holdings Report

13F-HRFL
$105.0M
Portfolio Value
57
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Safe Harbor Fiduciary, LLC
CIK
2036114
Accession No.
0002036114-26-000002
Location
PENSACOLA, FL
Form Type
13F-HR
Portfolio Value
$105.0M
Holdings Reported
57
Reporting Period
Q1 2026
Filed
May 15, 2026

About this Filing

Safe Harbor Fiduciary, LLC is an institutional investment manager based in PENSACOLA, FL reporting approximately $105.0M in 13(f) securities across 57 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.