Institutions / Safe Harbor Wealth Advisors, LLC
Safe Harbor Wealth Advisors, LLC
CIK 2105610 · Institution · as of Dec 31, 2025
Portfolio value
$103.29M
Positions
96
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 96 →
| Company | Value | % of portfolio |
|---|---|---|
| Aim ETF Products Trust | $11.16M | 10.8% |
| Aim ETF Products Trust | $10.82M | 10.5% |
| Innovator Etfs Trust | $8.03M | 7.8% |
| Innovator Etfs Trust | $7.46M | 7.2% |
| Aim ETF Products Trust | $5.60M | 5.4% |
| Innovator Etfs Trust | $5.52M | 5.3% |
| SPDR Series Trust | $3.40M | 3.3% |
| Innovator Etfs Trust | $2.73M | 2.6% |
| Innovator Etfs Trust | $2.73M | 2.6% |
| Doubleline ETF Trust | $2.36M | 2.3% |
| iShares Tr | $2.06M | 2.0% |
| American Centy ETF Tr | $1.58M | 1.5% |
| NVIDIA Corp | $1.50M | 1.5% |
| Amazon.com Inc | $1.35M | 1.3% |
| Microsoft Corp | $1.19M | 1.2% |
| Apple Inc. | $1.18M | 1.1% |
| Alphabet Inc. | $1.15M | 1.1% |
| Bondbloxx ETF Trust | $1.13M | 1.1% |
| SPDR Series Trust | $971.9K | 0.9% |
| Meta Platforms Inc | $971.5K | 0.9% |
| Bondbloxx ETF Trust | $865.7K | 0.8% |
| Bondbloxx ETF Trust | $785.0K | 0.8% |
| iShares Tr | $725.4K | 0.7% |
| J P Morgan Exchange Traded F | $724.5K | 0.7% |
| J P Morgan Exchange Traded F | $719.5K | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.