Safe Harbor Family Capital, LLC: 13F holdings
CIK 20658102026Q2
| Positions | 57 |
|---|
| Reported value | $149.7m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 57 (+2 vs prior quarter) |
|---|
| Reported value | $149.7m (+17.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 95,475 | $35.3m | 23.6% |
| SUB ISHARES TR | 234,813 | $25.0m | 16.7% |
| VCRB VANGUARD MALVERN FDS | 241,045 | $18.6m | 12.4% |
| VYM VANGUARD WHITEHALL FDS | 61,838 | $9.8m | 6.5% |
| ENFR ALPS ETF TR | 252,052 | $9.6m | 6.4% |
| VONG VANGUARD SCOTTSDALE FDS | 74,831 | $9.6m | 6.4% |
| VBIL VANGUARD INSTL INDEX FD | 102,072 | $7.7m | 5.2% |
| FNDX SCHWAB STRATEGIC TR | 145,829 | $4.5m | 3.0% |
| VYMI VANGUARD WHITEHALL FDS | 43,266 | $4.2m | 2.8% |
| VGT VANGUARD WORLD FD | 20,485 | $2.4m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2065810")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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