Safe Harbor Family Capital, LLC
Q4 2025 13F Holdings
- Locationchapel hill, NC
- Num holdings
51
- Value ($000)
$113,800
- Date Filed01/30/2026
- Form type13F-HR
- CIK0002065810
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $27.69M | 24 % | 82,597 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | $24.63M | 22 % | 230,806 | ||
VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $12.6M | 11 % | 161,693 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $7.81M | 7 % | 64,138 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $7.75M | 7 % | 53,973 | ||
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $3.59M | 3 % | 39,889 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $3.43M | 3 % | 126,145 | ||
ALPS ETF TR | ALERIAN ENERGY | 00162Q676 | $2.82M | 3 % | 89,731 | ||
VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 | $2.32M | 2 % | 30,759 | ||
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | $1.64M | 1 % | 3,699 |
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