Institutions / Safe Harbor Family Capital, LLC

Safe Harbor Family Capital, LLC

CIK 2065810 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$113.80M
Positions
51
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Vanguard Index Fdsโ€”$27.69M82,59724.3%
iShares MSCI UAE ETFโ€”$24.63M230,80621.6%
Vanguard Malvern Fdsโ€”$12.60M161,69311.1%
Vanguard Scottsdale Fdsโ€”$7.81M64,1386.9%
Vanguard Whitehall Fdsโ€”$7.75M53,9736.8%
Vanguard Whitehall Fdsโ€”$3.59M39,8893.2%
Schwab Strategic Trโ€”$3.43M126,1453.0%
Alps ETF Trโ€”$2.82M89,7312.5%
Vanguard Instl Index Fdโ€”$2.32M30,7592.0%
Vanguard Admiral Fds Incโ€”$1.64M3,6991.4%
Vanguard World Fdโ€”$1.56M2,0651.4%
NVIDIA Corpโ€”$1.32M7,0861.2%
Microsoft Corpโ€”$1.24M2,5621.1%
Apple Inc.โ€”$1.15M4,2181.0%
iShares Trโ€”$1.13M2,9181.0%
Broadcom Inc.โ€”$769.7K2,2240.7%
Prologis Incโ€”$744.8K5,8340.7%
Equinix Incโ€”$730.1K9530.6%
Amazon.com Incโ€”$610.8K2,6460.5%
Vanguard Scottsdale Fdsโ€”$595.9K1,9840.5%
Ventas, Inc.โ€”$595.1K7,6910.5%
Vanguard Intl Equity Index Fโ€”$482.6K8,9770.4%
Alphabet Inc.โ€”$480.8K1,5360.4%
American Tower Corpโ€”$477.9K2,7220.4%
Meta Platforms Incโ€”$431.0K6530.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.