Arkolith/Funds/Safe Harbor Fiduciary, LLC

Safe Harbor Fiduciary, LLC

CIK 2036114
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Safe Harbor Fiduciary, LLC holds a focused book of 61 reported positions worth $128.4M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Invesco S&P 500 Equal Weight and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 12% of the reported non-option book. Cloning the disclosed picks since 2025 would be +43% (+30.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+42.9%
+30.7%/yr · since May '25
Their reported book
+35.7%
held from quarter-end
S&P 500
+30.9%
same window
$10K$11K$12K$13K$15KMay '25Aug '25Nov '25Mar '26Jun '26Sep '26
Safe Harbor Fiduciary, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 7.2 points over this window.

Growth of $10,000 cloning Safe Harbor Fiduciary, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
52%
Top 20 holdings
72%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

41% mapped to company sectors

ETFs / funds
59%
Information Technology
18%
Financials
7%
Health Care
5%
Consumer Discretionary
4%
Consumer Staples
2%
Industrials
2%
Utilities
1%

+4 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Safe Harbor Fiduciary, LLC

Manager / fundShared namesTheir $ in those
Marest Capital, LLC11 / 61$173.4M
9823 Capital, L.P.7 / 61$125.6M
XP Advisory US, Inc.12 / 61$145.9M
Hoffman, Alan N Investment Management6 / 61$135.2M
New World Advisors LLC24 / 61$459.3M
Trust Asset Management LLC21 / 61$1.2B
Independent Investors Inc17 / 61$389.5M
Wallace Hart LLC11 / 61$116.3M

Ranked by the share of each fund's own book sitting in the names it shares with Safe Harbor Fiduciary, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

61 positions
#SecurityValueShares% PortLast moveHistory
1State Street SPDR S&P 500 ETF
COM
$15.8M21.2K
12.3%
−2.5%
Reduced · −548 sh
2Invesco QQQ Trust Series I
COM
$10.0M13.5K
7.8%
+0.8%
Added · +102 sh
3Apple Inc Com
COM
$6.8M23.6K
5.3%
+2.3%
Added · +521 sh
4Seagate Technology HLDNGS PLC Ord SHS
COM
$6.1M6.3K
4.7%
−30%
Reduced · −3K sh
5Ishares 0-3 Month Treasury Bond ETF
COM
$5.2M51.7K
4.1%
+84%
Added · +24K sh
6Ishares Russell 2000 ETF
COM
$5.1M16.9K
4.0%
+1.4%
Added · +235 sh
7JPMorgan Equity Premium Income ETF
COM
$4.9M87.5K
3.8%
−13%
Reduced · −13K sh
8Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
COM
$4.7M104.7K
3.7%
+5.3%
Added · +5K sh
9Invesco S&P 500 Equal Weight ETF
COM
$4.4M20.5K
3.4%
New
New position
10Ishares U.S. Financials ETF
COM
$3.6M28.5K
2.8%
+3.1%
Added · +852 sh
11Amazon Com Inc Com
COM
$3.1M12.9K
2.4%
−1.2%
Reduced · −153 sh
12Vanguard Morningstar Growth ETF
COM
$3.0M35.3K
2.4%
+521%
Added · +30K sh
13Coastal Compass 100 ETF
COM
$2.7M90.7K
2.1%
+18%
Added · +14K sh
14Microsoft Corp Com
COM
$2.7M7.2K
2.1%
+18%
Added · +1K sh
15Advanced Micro Devices Inc Com
COM
$2.5M4.3K
2.0%
−44%
Reduced · −3K sh
16Cisco Sys Inc Com
COM
$2.4M20.5K
1.9%
−6.1%
Reduced · −1K sh
17Eli Lilly & Co Com
COM
$2.4M2.0K
1.8%
+5.3%
Added · +99 sh
18State Street Industrial Select Sector SPDR ETF
COM
$2.3M12.3K
1.8%
+5.2%
Added · +605 sh
19Proshares Ultrapro S&P500
COM
$2.3M15.9K
1.8%
−19%
Reduced · −4K sh
20Abbvie Inc Com
COM
$2.1M8.4K
1.6%
+29%
Added · +2K sh
21Monster Beverage Corp New Com
COM
$2.0M20.8K
1.6%
New
New position
22Johnson & Johnson Com
COM
$1.9M7.5K
1.5%
New
New position
23Bank Of Amer Corp Com
COM
$1.9M33.1K
1.5%
+3.5%
Added · +1K sh
24L3harris Technologies Inc Com
COM
$1.8M6.4K
1.4%
+3.5%
Added · +218 sh
25Vanguard Total International Stock ETF
COM
$1.8M21.0K
1.4%
+3.1%
Added · +624 sh
26TJX Cos Inc New Com
COM
$1.7M11.5K
1.4%
+4.2%
Added · +461 sh
27Deere & Co Com
COM
$1.7M2.7K
1.3%
New
New position
28Aflac Inc Com
COM
$1.7M14.5K
1.3%
New
New position
29Charles Schwab Corp (The) Com
COM
$1.7M18.2K
1.3%
+15%
Added · +2K sh
30Duke Energy Corp New Com New
COM
$1.7M13.1K
1.3%
+3.5%
Added · +449 sh
31Berkshire Hathaway Inc Del CL B New
COM
$1.6M3.3K
1.3%
+11%
Added · +328 sh
32Chevron Corporation Com
COM
$1.5M9.2K
1.2%
+1.0%
Added · +94 sh
33Cboe Global MKTS Inc Com
COM
$1.3M5.2K
1.0%
−5.0%
Reduced · −272 sh
34Proshares Ultra S&P 500
COM
$1.3M18.6K
1.0%
+1.6%
Added · +289 sh
35Ishares U.S. Aerospace & Defense ETF
COM
$1.2M4.8K
0.9%
+4.1%
Added · +190 sh
36Invesco S&P 500 High Dividend Low Volatility ETF
COM
$995K19.6K
0.8%
+137%
Added · +11K sh
37JPMorgan Chase & Co Com
COM
$734K2.2K
0.6%
+0.2%
Added · +4 sh
38SPDR Gold Shares
COM
$724K2.0K
0.6%
−28%
Reduced · −762 sh
39State Street SPDR S&P Semiconductor ETF
COM
$684K1.1K
0.5%
−29%
Reduced · −454 sh
40Caterpillar Inc Com
COM
$622K584
0.5%
−16%
Reduced · −115 sh
41Vanguard Morningstar Total Stock Market ETF
COM
$581K1.6K
0.5%
Held
42Vanguard Energy ETF
COM
$562K3.7K
0.4%
+6.3%
Added · +221 sh
43State Street Communication Services Select Sector SPDR ETF
COM
$513K4.8K
0.4%
+11%
Added · +459 sh
44State Street Utilities Select Sector SPDR ETF
COM
$510K11.3K
0.4%
New
New position
45Schwab US Dividend Equity ETF
COM
$506K15.9K
0.4%
+5.2%
Added · +787 sh
46Vanguard Consumer Discretionary ETF
COM
$501K1.3K
0.4%
+2.2%
Added · +27 sh
47Nvidia Corporation Com
COM
$493K2.5K
0.4%
+9.7%
Added · +218 sh
48Proshares Ultra QQQ
COM
$489K5.0K
0.4%
−16%
Reduced · −982 sh
49Nicholas Global Equity And Income ETF
COM
$479K27.7K
0.4%
+2.8%
Added · +747 sh
50Freeport McMoran Inc CL B
COM
$402K6.4K
0.3%
−6.7%
Reduced · −463 sh
Showing 50 of 61 positions
Build

Ask your agent what Safe Harbor Fiduciary, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2036114/holdings"
Ask your agent
Use Arkolith to show Safe Harbor Fiduciary, LLC's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

$128.4M · Q2 2026Q1 2025 · $96.7MQ2 2026 · $128.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d61$128.4M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d56$105.0M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d231$113.2M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202544d233$106.6M13F-HR
Q1 2025Mar 31, 2025May 15, 202545d230$96.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.