13F Filings History of Safe Harbor Fiduciary, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$113,176,466
Signature - Title
John Quinn - Counsel
Location
Pensacola, FL
Summary
This page shows a list of all the recent 13F filings made by Safe Harbor Fiduciary, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Safe Harbor Fiduciary, LLC reported 229 stock holdings with total value $113,176,466 as of Q4 2025. Top holdings included SPY, QQQ, AAPL, JEPI, and SGOV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 229 $113,176,466 +$36,843,513 -$37,645,293 -$801,780 SPY, QQQ, AAPL, JEPI, SGOV 13F-HR 17 Feb 2026, 09:04
Q2 2025 232 $106,625,428 +$32,723,705 -$28,395,326 +$4,328,379 SPY, QQQ, JEPI, AAPL, QDPL 13F-HR 12 Aug 2025, 21:19
Q1 2025 228 $96,684,405 +$11,755,847 -$9,136,346 +$2,619,501 SPY, QQQ, AAPL, OKE, ADME 13F-HR 14 May 2025, 20:37
Q4 2024 198 $98,117,413 +$2,959,511 -$11,136,470 -$8,176,959 SPY, VTI, AAPL, ADME, OKE 13F-HR 13 Feb 2025, 21:21
Q3 2024 212 $106,715,356 $0 $0 $0 SPY, VTI, DRSK, AAPL, ADME 13F-HR 13 Nov 2024, 21:52