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Safe Harbor Fiduciary - Q4 2025 13F Filings

SA

Safe Harbor Fiduciary, LLC

CIK: 0002036114
Address: Florida Pensacola 700 S. Palafox Street Suite 300
$113.18 M
Portfolio Value
0
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
$113.18 M 0.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$102 0.00%

Sector Allocation (Stocks)

Safe Harbor Fiduciary Q4 2025 Filing Summary

Safe Harbor Fiduciary, LLC filed its 13F report for Q4 2025 on February 17, 2026. The portfolio totaled 113.18 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 48.8% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Safe Harbor Fiduciary’s Q4 2025 Filing

Safe Harbor Fiduciary submitted their Form 13F-HR for the Q4 2025 period on 02/17/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Safe Harbor Fiduciary reported a managed portfolio value of 113.18 M, consisting of 232 individual positions.

This page displays the raw filing documents. To see which stocks Safe Harbor Fiduciary bought or sold during Q4 2025, please visit Safe Harbor Fiduciary's Portfolio Analysis page.