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DOSSIER · 13F-HR · Q4 2025

Safe Harbor Wealth Advisors, LLC

$103M in tracked AUM across 96 positions as of Q4 2025.

SH
CIK 0002105610 · last filed Dec 31, 2025
Total AUM
$103M
as of Q4 2025
Holdings
96
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
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