account_balance
Investment manager · 13F filer · SEC CIK 2036114
Safe Harbor Fiduciary, LLC
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Reported value$128Mas of Jun 30, 2026
Positions61 12 new, 7 sold out
Top 10 weight51.9%SPY alone is 12%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
12.3%Trimmed −3%
QQQInvesco QQQ Trust Series I
7.8%
AAPLApple Inc.
5.3%Added +2%
STXSeagate Technology Holdings PLC
4.7%Trimmed −30%
SGOViShares 0-3 Month Treasury Bond ETF
4.1%Added +84%
IWMiShares Russell 2000 ETF
4.0%
JEPIJPMorgan Equity Premium Income ETF
3.8%Trimmed −13%
QDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF
3.7%Added +5%
RSPInvesco S&P 500 Equal Weight ETF
3.4%New
IYFiShares U.S. Financials ETF
2.8%Added +3%
AMZNAmazon.com Inc
2.4%
VUGVanguard Morningstar Growth ETF
2.4%Added +4%
SPYSPDR S&P 500 ETF Trust
12.3%Trimmed −3%
QQQInvesco QQQ Trust Series I
7.8%
AAPLApple Inc.
5.3%+2%
STXSeagate Technology Holdings PLC
4.7%−30%
SGOViShares 0-3 Month Treasury Bond ETF
4.1%+84%
IWMiShares Russell 2000 ETF
4.0%
JEPIJPMorgan Equity Premium Income ETF
3.8%
QDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF
3.7%
RSPInvesco S&P 500 Equal Weight ETF
3.4%
IYF2.8%
AMZN2.4%VUG2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 12.3% Trimmed −3%
QQQ Invesco QQQ Trust Series I 7.8% Held
AAPL Apple Inc. 5.3% Added +2%STX Seagate Technology Holdings PLC 4.7% Trimmed −30%SGOV iShares 0-3 Month Treasury Bond ETF 4.1% Added +84%
IWM iShares Russell 2000 ETF 4.0% Held
JEPI JPMorgan Equity Premium Income ETF 3.8% Trimmed −13%
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 3.7% Added +5%
RSP Invesco S&P 500 Equal Weight ETF 3.4% New
IYF iShares U.S. Financials ETF 2.8% Added +3%
AMZN Amazon.com Inc 2.4% HeldVUG Vanguard Morningstar Growth ETF 2.4% Added +4%
What changed
Biggest moves since Mar 31, 2026
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