What does Safe Harbor Fiduciary, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Safe Harbor Fiduciary, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

STATE STREET SPDR S&P 500 ETF

$14M22K13.5%

INVESCO QQQ TRUST SERIES I

$8M13K7.4%

APPLE INC COM

$6M23K5.6%

JPMORGAN EQUITY PREMIUM INCOME ETF

$6M101K5.4%

ISHARES RUSSELL 2000 ETF

$4M17K3.9%

PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF

$4M99K3.8%

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

$4M9K3.4%

ISHARES U.S. FINANCIALS ETF

$3M28K3.1%

ISHARES 0-3 MONTH TREASURY BOND ETF

$3M28K2.7%

AMAZON COM INC COM

$3M13K2.6%

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